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[Gold Rush] Here's Why We're Buying Gold & Selling Stocks 📊

February 10, 2025

Gold futures keep screaming higher to new all-time highs.

It has also rallied over 100% relative to the broader commodity complex.

But what the shiny yellow metal hasn't done this cycle is outperform stocks. We think that's about to change in a major way and here's why.

Gold is flirting with new multi-year highs relative to the S&P 500 👇

Amazon Just Reported Earnings: The Market Didn't Like It 📊

February 10, 2025

On Friday, Amazon $AMZN, one of the most significant stocks in the universe, had its worst earnings reaction since Q1 2023. 

The company reported a total capital expenditure of $26.3B in Q4, which is expected to continue in 2025. 

Andy Jassy, the CEO of AMZN, is all in on AI, and the market isn't thrilled about it. 

Shareholders would rather have the money returned to them than have the company invest a tremendous amount in potential future growth.

Who has it right? Only time will tell...

Let's talk about what else happened 👇

AI Picks & Shovels Series: Consulting 📈

February 9, 2025

Artificial intelligence is no longer just a futuristic buzzword - it’s a transformative force reshaping industries worldwide. 

Companies are racing to integrate AI into their operations, but many lack the in-house expertise to do so effectively. 

AI consulting is a rapidly growing sector that helps businesses harness machine learning, automation, and data analytics.

As AI products and services become increasingly powerful, the demand for AI consultants to help implement them will only grow.

The mega trend in AI consulting has already caught the attention of investors as these stocks continue to outperform the broader market.

The bullish thesis is clear as day and easy to understand. It's perfect for a Beat Report deep dive.