3 Investment Ideas With Room to Run

Luke Lango highlights AI’s toll roads… Brian Hunt flags Brazil’s overlooked AI angle… Louis Navellier’s refiner play amid Mideast turmoil… As I write on Thursday morning, the biggest headline is that President Trump says Iran called “a little while ago” wanting to make a deal “so badly” – just hours after a second night of U.S. strikes. But there are plenty of other stories… South Korean memory-chip maker SK Hynix – one of the world’s most recently minted trillion-dollar companies – is preparing for its $28 billion American IPO tomorrow. Demand is running roughly seven times the available shares, a loud signal for the AI memory trade. Meanwhile, on the economic front, this morning’s initial jobless claims came in at a seasonally adjusted 215,000, beating forecasts and down from the prior week. It’s another sign the labor market is holding steady – and a data point that Fed Chair Kevin Warsh will factor in. We could spend this Digest chasing any one of those threads. Instead, we’re letting them take a backseat for a different purpose… Putting some money in your pocket. Today, let’s look at three investment ideas – straight from three of our sharpest analysts. The first is a straightforward AI play from Luke Lango – built for when the AI trade’s current multiweek drawdown eventually gives way to its next leg higher. The second is a more conservative way to ride that same AI wave, courtesy of Brian Hunt – and it comes from a corner of the market most investors aren’t watching. And the third is for AI-weary investors who just need a break from all-things-tech and its recent volatility. It’s a trade from legendary investor Louis Navellier , built around one of the more overlooked side effects of the conflict in the Middl...