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.

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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.

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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.