| Hey Folks, | It was another (slightly) green day in the markets today as investors looked past trade-war anxiety and focused on… AI. | On the bullish side, Palantir posted incredible earnings and rocketed 27% yesterday, making it a $200 billion company… | But the bears pounced on Google’s disappointing revenue growth to send it tanking 8% today. | Google now says it’s going to increase capital expenditure to exceed a whopping $75 billion this year, while investors were expecting them to lower it (and hopefully spend it on stock buybacks — something really useful!) | My theory is that this is a “race to the bottom” when it comes to AI. | The biggest companies will need to spend vast sums of money to compete, but it will become a commodity product and drive the profit margins to near zero (hey, my Economics degree is finally paying off!) | The good news is that Joe Consumer (you and me) will get great AI tech at the lowest price possible. | The bad news is that shareholders of Google, Microsoft, Meta, etc, are going to foot the bill for it. | That’s a trade-off I can live with. Especially since AI is likely to put a lot of us out of work in the next few years! 😭 | Yep, companies like Google, OpenAI, and Anthropic are all in direct competition for the same users, and the reports of DeepSeek pulling even — or ahead — for a fraction of the cost have them scrambling. | Speaking of DeepSeek, did you see this little headline from last Friday? | | So much for that much-ballyhooed $6 million figure that was enough to (very temporarily) wipe $800 billion from NVDA’s market cap. | NVDA, by the way, was up 5% today. | In the AI space, my personal favorites are companies that sell AI tech, like NVDA, AVGO, GEV, SNOW, and MRVL (btw, I personally own GEV and SNOW in my personal trading account as of this writing) | No matter who pulls ahead next in the AI race, we know for sure that they’ll need hardware to get the job done. | But even though most of those tickers did very well today, none entered double-digit territory, whereas five of my “tactical trade” ideas this week have done so. | I’ll be taking another shot on goal tomorrow morning at 9 am EST right here on this page. | This is a stock that I last alerted on Christmas Eve. | It went on to jump 16% in the two trading days after I alerted it. | Right now, it has some real momentum behind it and is up 9% from yesterday’s open. | I’ll explain in the morning why I think it has a great chance of extending the rally, so be sure to tune in bright and early! 🌞 | I think we could be in for a very big day. I don’t want you to miss it. | To Your Success, | | Jeff Bishop | | Don't miss our MOBILE ALERTS! Some of these have rocketed 🚀past the MOON 🌝. Text “Alerts” to 1-(888) 487-1534 📲. | *Disclosure: By texting “Alerts” to 1-(888) 487-1534, you agree to receive promotional messages sent via an autodialer. You also agree to the terms of service and privacy policy. This agreement isn’t a condition of any purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out; HELP for more information. | | DISCLAIMER: To more fully understand any Ragingbull.com, LLC ("RagingBull") subscription, website, application or other service ("Services"), please review our full disclaimer located at https://ragingbull.com/disclaimer. | FOR EDUCATIONAL AND INFORMATION PURPOSES ONLY; NOT INVESTMENT ADVICE. 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