Enrique Abeyta:

BTFD! These AI Stocks Are on Sale

Last week, I was skeptical that the arrival of DeepSeek was really as groundbreaking as the resulting loss of over $1 TRILLION in market capitalization would imply.

Today I'm going to share a group of stocks in the Russell 1000 (the largest 1000 stocks in the market) that sold off on last week’s DeepSeek news. 

This group of stocks includes some of the leading companies in the stock market. Many of them have started to recover, but some are still down double digits. But I think this is a very interesting list of stocks to buy. Almost all of them have had strong charts with supportive technical characteristics. They also have had good earnings momentum.

Best of all, when all is said and done, I think the DeepSeek news will not change the fundamental narrative for these stocks. So right now they could be some of the best buying opportunities of the year.

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Chris Campbell:

Guts, Greed, and Getting “Lucky”

Jim Simons. 66% annual returns. Every. Single. Year. $100 invested in his Medallion Fund in 1988 would have grown to about $42 million—after the ginormous fees—by 2018. 

Craziest part… Simons (RIP) wasn’t a Wall Street guy. He was a mathematician. And he changed everything.

See, before Simons, the stock market existed largely as an old boys’ club. The kind of place where guys in suits swung their canes when they talked and pretended they had "gut instincts" when they actually relied on insider trading.

Simons wasn’t interested in gut feelings or stock tips. He built Renaissance Technologies on one simple principle: Find patterns in the noise. He hired physicists. Statisticians. Codebreakers. He broke the mold, and to no shortage of controversy.

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Davis Wilson:

Bitcoin Buy Alert – Trump Tariffs Give Us A Short-Term Opportunity

Stocks are falling sharply this morning due to President Trump’s decision to impose tariffs on key U.S. trading partners. Investors are worried about supply chain disruptions, higher inflation, and an overall hit to economic growth.

Yes, certain sectors – like auto manufacturers and retailers dependent on international imports – will take a hit. But other industries are being unfairly punished. For example, Meta and Uber stock prices took a hit earlier today as investors completely shunned ongoing tailwinds that have pushed their respective stocks higher over the last several months.

Bitcoin, meanwhile, is a decentralized asset that exists completely outside of traditional supply chains and trade policies. Its price dropped to $93,000 earlier this morning on trade war headline fears – down from over $100,000 yesterday.

These are the kind of trading opportunities we’ve been waiting for. Now is the time to consider adding unfairly punished assets to your portfolio.

⇒ Read More Here