Today on Dumb Money, is the AI bull case actually macro bearish? We break down the “Intelligence Spiral” thesis — how unstoppable AI could crush white-collar wages, hollow out consumer demand, and trigger a 2028 financial crisis.
Big Tech just had one of its worst weeks in years. Earnings were mixed, expectations were impossible, and the market punished everyone from AI spenders to chipmakers to SaaS. Today on Dumb Money: Our Worst Market Week Ever — How We Make It Back x2
Meta beat. Microsoft missed. The reactions were extreme. Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and AI-driven compute demand. With Amazon reporting next, we dig into AWS trends and what a reported $50B commitment tied to OpenAI could mean going forward. Why Amazon earnings matter most right now.
Today on Dumb Money, the company that quietly dominated the holidays.
The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on Dumb Money, we break down how to think about the real AI trade heading into 2026, where to look beyond the obvious names, and what actually matters once AI stops being a novelty and starts being normal.
AI isn't running out of GPUs… it's running out of power. Today on Dumb Money, the overlooked AI energy supplier that could be one of the most misunderstood stocks in the market.
Today on Dumb Money, our trade setup after $NVDA earnings.
Today on Dumb Money, we're making moves in anticipation of the upcoming big tech earnings reports. After the market closes on Wednesday, Microsoft, Alphabet, and Meta will release their earnings reports. Then on Thursday, it's Apple and Amazon's turn.
Chris just got back from visiting four humanoid robot labs in California, including one that completely changed his mind. In this episode, the Dumb Money crew dives deep into 1X's unconventional tendon-driven design, why it could make robots finally safe enough for homes, and what Elon's rumored obsession with Optimus means for Tesla's next big leap. Plus, a rare-earth "arms race" is heating up… and Chris might have insider access to one of the biggest players.
Today on Dumb Money, we're buying the AI stocks Wall Street missed.
Chris & Dave give their first impressions of OpenAI's invite-only video generation app Sora and predict how this social platform will evolve.
Tesla's Optimus Gen 3 could be the company's biggest bet yet — maybe even bigger than cars. Elon says the new design is "sublime," but can it really deliver on the hype? Today we break down what we know, what's rumor, and what it means for Tesla stock.
Today on Dumb Money, how the Wizard of Oz at the Sphere Las Vegas changes everything for $SPHR stock.
For nearly two decades we've relied on Google Trends as one of the most powerful tools for spotting alpha. But something changed. We dive into why the data looks broken, how AI-driven search may be skewing results, and what it means for investors. Plus: our latest takes on Lululemon, Palantir, Nvidia earnings, and Apple's upcoming iPhone lineup.
Today on Dumb Money, we're discussing the highly anticipated Taylor Swift engagement stock trades that everyone is buzzing about.
Today on Dumb Money, this overlooked AI stock lets you buy OpenAI today.
Today on Dumb Money, how we're playing the American Eagle Outfitters over the Sydney Sweeney controversy.
Today on Dumb Money, why our Nvidia trade worked and how we're applying that to our next trade
Today on Dumb Money, with Robinhood stock hitting all-time highs of $100, is it time for us to cash out? Or go all in?
Today on Dumb Money, our #1 stock just got even stronger. Here's why.
Today on Dumb Money, the craziest trade we've made in years.
Today on Dumb Money, what the war between Donald Trump and Elon Musk means for investors.
Today on Dumb Money, how we're investing in Trump's secret plan to supercharge America's economy.
We just invested in a company run by a sociopath—a trait we've noticed several successful leaders have in common. Today on Dumb Money, we discuss this investment and how to leverage this trend.
Today in Dumb Money, why we're back in $NVDA.
Today on Dumb Money, how investors can win the trade war with China.
Today on Dumb Money, our post-crash stock trades.
Today on Dumb Money, what you need to know about humanoid robots.
Today on Dumb Money, we're shopping for stocks.
Elon Musk's DOGE initiative promises big wins for some, while others brace for uncertainty. Today on Dumb Money, our picks for stock winners & losers.
