Chris Campbell:

Tariffs, TikTok, and Trump

According to an uncanny response by ChatGPT in a recent viral TikTok video, Trump’s tariffs aren’t just economic pressure, they’re leverage. The goal? Push nations into an AI-driven, decentralized trade network.

AI will handle trade agreements, supply chains, and pricing in real time. Countries that embrace it will dominate. First, the infrastructure gets built. Then, when AI slashes costs and makes everything faster, the choice won’t even be a choice.

The simplest explanation for ChatGPT's declaration is that Trump isn’t orchestrating some grand AI trade coup—he’s using tariffs as a negotiating tactic. But… What if there’s some truth to what ChatGPT was saying?

This story is actually less about Trump and more about one of his picks: His new Treasury Secretary, Scott Bassent, who’s been dreaming of a Global Monetary Reset since he climbed out of the crib. According to Bessent, the U.S. is on a collision course with economic reality.

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Greg Guenthner:

Up 17% or Down 10%? You Choose…

You can either own Stock A that’s down 10% on the year amid negative headlines. Or you can own Stock B trading at record highs with a 17% return year-to-date.

All eyes have been on NVDA (Stock A) for over a year, and it has only intensified (if that’s possible) following the DeepSeek fiasco. To be clear, I’m not bearish on Nvidia. I think it’s the same great company it was three weeks ago.

I’m simply looking for opportunities that could provide strength and stability as uncertainty spreads across the market. Opportunities like Stock B: Alamos Gold (AGI).

See, gold is hitting record highs. It will eventually capture more eyes creating a positive feedback loop as more investors turn to gold. And if the shiny yellow rock’s advance measures up to past secular bulls, this rally has legs!

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Davis Wilson:

I Was Wrong About Palantir…

I’ll be the first to admit it: I’ve been bearish on Palantir (PLTR) for a while. In fact, a few months ago, when the stock was $35 a share, I actually told readers not to buy the stock. *facepalm*

It’s continued to defy my expectations since. The stock surged more than 20% yesterday following its Q4 earnings report, pushing the stock to a record high above $100/share.

My skepticism remains, however, and my concerns are rooted in valuation, not momentum. The major driver of Palantir’s stock rally has been investor enthusiasm surrounding artificial intelligence. While the AI narrative is compelling, it doesn’t automatically translate into strong earnings and growth – two essentials for a fundamentally sound stock.

Palantir’s valuation is now so stretched that any negative catalyst – whether a slowdown in AI adoption, disappointing earnings, or broader market weakness – could send shares tumbling. If you’re chasing Palantir at these levels you should recognize the risks: any disappointment will lead to a sharp pullback.

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