Dumb Money Live

End of War Trades

Today on Dumb Money, preparing our trades for when the war ends.

#1 on Amazon... and Almost No One Owns the Stock

Today on Dumb Money, a pure social arb trade revealed. The small public company behind a massive trend and #1 best seller on Amazon.

AI Bull Case = Financial Crisis?

Today on Dumb Money, is the AI bull case actually macro bearish? We break down the “Intelligence Spiral” thesis — how unstoppable AI could crush white-collar wages, hollow out consumer demand, and trigger a 2028 financial crisis.

Our Worst Market Week Ever — How We Make It Back x2

Big Tech just had one of its worst weeks in years. Earnings were mixed, expectations were impossible, and the market punished everyone from AI spenders to chipmakers to SaaS. Today on Dumb Money: Our Worst Market Week Ever — How We Make It Back x2

Meta Beats. Microsoft Misses. Why Amazon Matters Most

Meta beat. Microsoft missed. The reactions were extreme.
Today on Dumb Money, we look past the headlines and focus on what Big Tech earnings are actually telling us — especially around cloud usage and AI-driven compute demand.
With Amazon reporting next, we dig into AWS trends and what a reported $50B commitment tied to OpenAI could mean going forward.
Why Amazon earnings matter most right now.

Consumers Are Obsessed. Wall Street Hasn’t Noticed Yet

Today on Dumb Money, the company that quietly dominated the holidays.

The Real AI Trade in 2026

The AI trade most people are focused on is infrastructure. Chips. Data centers. Power. We think the more interesting opportunity is what comes next when AI quietly absorbs work and productivity shows up in earnings instead of headlines. Today on Dumb Money, we break down how to think about the real AI trade heading into 2026, where to look beyond the obvious names, and what actually matters once AI stops being a novelty and starts being normal.

The AI Stock Nobody Understands

AI isn't running out of GPUs… it's running out of power. Today on Dumb Money, the overlooked AI energy supplier that could be one of the most misunderstood stocks in the market.

The Biggest Risk After Nvidia Earnings

Today on Dumb Money, our trade setup after $NVDA earnings.