AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more valuable as demand continues to outpace supply.

The post The biggest growth trends have a scarcity problem appeared first on Curzio Research.

The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world.

The post Prepare for a 10–20% market pullback appeared first on Curzio Research.

AI demand remains incredibly strong. But as Big Tech's spending overwhelms its free cash flow, more of the buildout is being financed with debt… just as borrowing costs are rising. Here’s what investors need to watch.

The post Wall Street is watching AI stocks. It should be watching AI debt. appeared first on Curzio Research.

The Iran conflict is doing more than pushing oil higher. It's sending ripples through key economic drivers. Here are three under-the-radar trends already taking shape… and what they mean for investors.

The post 3 ripple effects of the Iran conflict that the market is missing appeared first on Curzio Research.

One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware is lasting longer—and holding far more value—than many expected.

The post Old GPUs are changing the math behind the AI boom appeared first on Curzio Research.

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.

The post A major bear case against AI is falling apart appeared first on Curzio Research.

Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war, they all need power. And the companies moving that power are already printing money.

The post Nobody’s asking the most important AI question appeared first on Curzio Research.

Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center infrastructure. Here's why the shift matters—and which names are profiting.

The post Bitcoin miners just found a better business model appeared first on Curzio Research.

Rick Rule is the GOAT of resource investing—and we just sat down together to go through every major commodity on the board. From gold's pullback to uranium's structural deficit, the opportunities are bigger than most investors realize.

The post Rick Rule just told us where the real money is in resources appeared first on Curzio Research.