Publisher
Aggressive crypto and "great wealth transfer" promos. Heavy use of urgency countdown framing.
Known editors: James Altucher, Ian Dyer
Vets published: 71
James Altucher's latest pitch teases a sub-$100 'AI MasterKey' supplier already making 5 billion chips for Elon. We reveal the stock and the $25 trillion claim.
James Altucher pitches a $900M 'secret' Apple modem supplier with a 23,519% upside claim. The stock is Ceva Inc. (CEVA), a real IP licensor with a plausible but unconfirmed Apple angle, and the return math doesn't hold up.
Apple is building its own 5G modem to replace Qualcomm. Here's the Prometheus program, the C1 chip, and what it means for investors.
Apple's in-house modem effort is a genuine threat to Qualcomm. Here's the timeline, the tech, and the suppliers the teaser points to.
Arm Holdings (ARM) is the license-plus-royalty model the Altucher teaser compares Ceva to. Here's how that business actually works.
Ceva Inc. licenses the DSP and connectivity IP the Apple-modem teaser points to. Here's the IP, the royalty model, and the caveats.
Ceva (CEVA) is the Rockville IP licensor behind the Apple 5G modem tease. Here's what it actually sells and the math behind the 23,519% claim.
Ceva stock is the 'secret Apple supplier' in James Altucher's Paradigm Press teaser. Here's the company, the Apple angle, and the 23,519% math.
Qualcomm's modem business is the target of Apple's in-house chip push. Here's the competitive picture and what the Apple modem means for QCOM.
Semiconductor IP licensing is the royalty business behind Arm and Ceva. Here's how the license-plus-royalty model works and why it scales.
James Altucher's True Alpha pitch said Elon would buy AST SpaceMobile by March 31. That deadline passed with no deal. We identified ASTS and ran the numbers.
AST SpaceMobile (ASTS) connects ordinary phones to satellites without special hardware. Here is the company behind Altucher's 'Elon buys this' pitch,
ASTS stock trades near $61, about 150 times expected 2026 revenue. Here is what Altucher's buyout deadline claim misses about the valuation.
ASTS is the ticker at the center of a failed buyout prediction. Here is what the stock is really worth, the revenue, and the rich multiple.
Direct-to-cell satellites connect ordinary smartphones to orbit with no special handset. Here is why AST SpaceMobile leads,
Space economy stocks span launch, satellites, and direct-to-cell. Here is where AST SpaceMobile fits and how to weigh the sector's momentum against its
Space stocks to buy in 2026 is a crowded list. Here is how to separate a real revenue story like AST SpaceMobile from a promo deadline.
Tech giants are spending billions on nuclear and gas for AI data centers. James Altucher's space-based solar thesis says the real answer is in orbit.
One AI data center can draw as much power as 840,000 homes. James Altucher's Musk Millionaire presentation makes the power problem the core of its space-AI
James Altucher says an FCC filing through SpaceX reveals Elon Musk's plan for one million AI satellites — 100X Starlink — powered by the sun.
James Altucher claims 1,806,000 new 'Musk Millionaires' will be minted starting September 25, 2026. We watched the full presentation and reviewed the
James Altucher's Musk Millionaire presentation claims 1,806,000 new 'Musk Millionaires' starting September 25, 2026, via an FCC-filed plan for one million
James Altucher argues SpaceX isn't a rocket company but a trojan horse hiding the most powerful AI blueprint ever conceived.
The Pebble Project in southwest Alaska is one of the largest undeveloped gold and copper deposits on earth. Here's what the Alaska gold mine story is really
Gold has been in a powerful uptrend, and Jim Rickards's Pebble pitch rides that wave. Here's how to think about gold and silver stocks right now.
Gold miner ETFs offer diversified exposure to gold's rally without single-stock permitting risk. Here's how they work and what to watch.
A gold mining companies ETF spreads your bet across producers. Here's how these funds work and where they fit in a gold allocation.
A gold mining stock converts gold prices into earnings, for better and worse. Here's how mining stocks work and why they magnify gold's moves.
Gold mining stocks amplify gold's gains because a rising price reprices a company's entire reserve base. Here's how the mechanics work and where NAK fits.
Jim Rickards's pick is Northern Dynasty Minerals (NAK), the company behind the Pebble Project. Here's what to know before buying gold mining stocks.
Rickards pegs the Pebble deposit at almost $1 trillion at today's gold prices. Here's what drives gold prices and what the forecasts assume.
Gold stocks range from majors to speculative juniors like Northern Dynasty Minerals (NAK). Here's how the spectrum works and what it means for risk.
From majors to junior explorers, there are several ways to invest in gold mining companies. Here's a practical breakdown of the options.
Jim Rickards is the macro strategist behind the Pebble pitch, a former LTCM general counsel and bestselling author. Here's his background and approach.
Junior gold miners like Northern Dynasty Minerals (NAK) offer the biggest upside and the biggest binary risk. Here's how the junior sector works.
NAK is the ticker for Northern Dynasty Minerals, owner of the Pebble Project. Here's what the stock is, why it is volatile, and what the November 3 catalyst is.
Northern Dynasty Minerals owns the Pebble Project, a massive Alaska gold and copper deposit stuck in permitting. Here's the company's story.
Northern Dynasty Minerals trades as NAK and NDM.TO, and it is Jim Rickards's $2 gold mine pick. Here's what the stock's $900 million market cap is pricing in.
The Pebble mine is a gold, copper, and molybdenum deposit near Alaska's Bristol Bay. Here's why it is called the biggest and why it is stuck in court.
The Pebble Project has spent two decades in permitting fights, including an EPA veto. Here's the project's history and where the lawsuit stands.
Pebble sits near Bristol Bay's salmon fishery, which is why both of Alaska's senators oppose it. Here's the Alaska side of the Pebble story.
Strategic Intelligence is Jim Rickards' $49 macro newsletter from Paradigm Press. We review the Trump's Secret $2 Gold Mine pitch, the track record,
We review Paradigm Press, the publisher behind Jim Rickards' Strategic Intelligence: how its marketing works, what $49 gets you,
Strategic Intelligence is Jim Rickards' macro newsletter, pitched at $49 for six months. We review the track record, the AI Black Paper thesis,
The AI bubble may be 17x larger than dotcom. Jim Rickards cites JP Morgan, Deutsche Bank, and MIT data showing why AI stocks could crash 80%.
Jim Rickards predicts the AI bubble could burst around August 26th earnings. Historical parallels to Barron's 2000 'Burning Up' article and the 2007 NetBank
AI bubble vs dotcom bubble: Jim Rickards draws 5 parallels including circular financing, infrastructure overbuild, and extrapolation bias. Here is the evidence.
AI defense stocks could thrive even if the commercial AI bubble pops. Jim Rickards names SpaceX Star Shield and AI drone companies in his Trump's AI Arsenal
Which AI defense stocks to buy? Jim Rickards hints at SpaceX Star Shield partner and AI drone makers in his Trump's AI Arsenal bonus report.
August 26th is a critical AI earnings date. Jim Rickards says a single earnings miss could prick the AI bubble. Here is what investors need to watch.
Jim Rickards predicts an AI market crash of up to 80%. He cites JP Morgan, Deutsche Bank, and MIT data. Here is the full bear case and what to do about it.
The Minsky Moment framework explains how the AI bubble could collapse. Jim Rickards maps the 4 phases to today’s AI market. Here is the full analysis.
Jim Rickards outlines a 5-step portfolio protection strategy for the AI crash, including a 600% disaster insurance trade and physical gold. Get the details.
Jim Rickards predicts an AI stock crash in 2026, potentially starting August 26th. Here is the evidence, the timeline, and what investors should consider.
Which AI stocks are at risk? Jim Rickards names Nvidia, Palantir, Oracle, and OpenAI as danger signs in his AI Black Paper. Here is the evidence.
When bubbles burst, the collapse is swift. Jim Rickards compares the AI bubble to dotcom and 2008 subprime. Here is what history teaches investors.
Circular financing in AI echoes Lucent Technologies' dotcom-era scheme. Jim Rickards explains how Nvidia and OpenAI are creating an illusion of demand.
Data center debt is being packaged into CDOs, just like subprime mortgages in 2008. Jim Rickards calls it subprime AI. Here is what investors need to know.
Data center stocks are at the center of a $5 trillion infrastructure bubble. Jim Rickards warns of subprime AI debt and circular financing. Get the analysis.
Jim Rickards recommends physical gold as his #1 safe haven for the coming AI crash. Gold rose 80% during dotcom and 100% during 2008. Here is the thesis.
James Rickards, former CIA and Pentagon advisor, warns of an AI bubble crash. His track record includes predicting the 2008 crisis. Here is his story.
Jim Rickards is a former CIA advisor who predicted the 2008 crisis. His AI Black Paper warns of an 80% market crash. Here is his track record and thesis.
Jim Rickards predicts an 80% AI market crash by August 26th. He cites the Minsky Moment framework, circular financing, and subprime AI debt. Get the facts.
The AI market bubble is 17x larger than dotcom. Jim Rickards cites JP Morgan, MIT, and Deutsche Bank data showing why AI stocks could crash 80%.
Jim Rickards warns the Nvidia bubble could burst like Lucent Technologies did. Michael Burry calls NVDA the Cisco of the AI boom. Here is the evidence.
Paradigm Press publishes Jim Rickards' Strategic Intelligence and the AI Black Paper. Here is what investors should know about the publisher and its approach.
Jim Rickards outlines a 5-step portfolio protection plan: sell AI stocks, buy disaster insurance (600% potential), hold gold, and prepare for crisis.
Rickards, former CIA advisor and LTCM negotiator, warns the AI bubble is 17x larger than dotcom. His Minsky Moment framework predicts an 80% crash.
Subprime AI debt is being packaged into CDOs, just like 2008 mortgages. Jim Rickards, The Atlantic, and Oliver Wyman all warn of systemic risk.
We review the 'AI Black Paper' from Paradigm Press's Strategic Intelligence. Jim Rickards warns of an AI-driven market crash. We examine the track record,
Jim Rickards' AI Black Paper warns of an AI bubble crash by August 26th and offers a 600% disaster insurance trade. We break down the Minsky Moment thesis,