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Lucas Downey

January 2025

Did the AI Bubble Just Pop?

January 27, 2025Lucas Downey

When you went to bed last night, you probably didn’t think DeepSeek would be the buzzword of the day. But it became that as word spread of this new AI model from a Chinese startup company that its creators say outperformed OpenAI’s ChatGPT and at a fraction of the cost to develop. To get back to my hedge fund friend, I think we do need to be skeptical about stories out of China. It doesn’t negate the fact that there are amazing companies in China, but it’s just true. We’ve seen misinformation from China before, and we’ll see it again. So, first things first, we don’t know yet if these performance and cost claims about DeepSeek are 100 percent accurate or not.

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The Best and Worst of the Trillion-Dollar Club

January 25, 2025Lucas Downey

“I don’t want to belong to any club that would accept me as one of its members.” That’s according to legendary comedian Groucho Marx. Funny… and probably true in some cases. But there’s one club any company would accept membership in: the $1 trillion dollar club.

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Finding the Winners as the AI Race Heats Up Again

January 23, 2025Lucas Downey

Artificial intelligence isn’t all scary. There are some amazingly good possibilities to think about, from improving our productivity to speeding up the cure for cancer and other diseases. I’ve talked a lot about that already here in Power Trends, and that won’t change in the new year. Especially as we see AI all over the headlines this week with President Trump announcing an up to $500 billion private sector AI infrastructure investment in a joint venture called Stargate – even that sounds very futuristic. Open AI, Softbank (SFTBY), and Oracle (ORCL) will team up over the next four years to build data centers in the United States, starting in Texas and eventually expanding to other states. For AI to reach its true potential, we need tons more computing power... not to mention power itself.

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Power Trends+: A Winning Major Dividend Stock and Bonus Company to Consider 

January 22, 2025Lucas Downey

As we swore in a new president this week, you might be wondering what's next and where you should be investing your money now and for the next four years. Stay tuned to our normal Power Trends edition, as we navigate this new(ish) landscape together. And today, my colleague Lucas Downey shows you a couple great stocks to consider, including a comparison between two major dividend stocks: Philip Morris International (PM) & Altria Group (MO).

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Power Rankings: Energy ETFs Dominate the Start of 2025

January 16, 2025Lucas Downey

The top-performing sector of 2025 may be a bit of a surprise. Energy has the energy right now, as the sector has jumped 7.65% to start the year. (That’s more than 500% annualized!) That outperforms all of 2024 when the sector edged up 5.7%. And that followed a down year in 2023, when it slipped 1.3%.

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Blazing Through 6 Stocks in 6 Minutes (Sort Of)

January 14, 2025Lucas Downey

“6 Stocks in 6 Minutes” sounds like it could be a gameshow. Let's have some fun and put the Quantum Score to work today in six stocks. You'll also see why it helps to dig a little deeper into the fundamentals and technicals.

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Beware: Your Money Is Flowing Through Ancient Technology

January 13, 2025Lucas Downey

Someone, somewhere hacked into our computer systems and stole vital information that gave them access to our bank accounts. They started with small test withdrawals of less than $1, and when those went unnoticed, these criminals stole big chunks of money. Cybercrime is a massive, global problem, and cybersecurity companies should be on your radar.

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