All right, so we’re in the middle of this massive AI gold rush, and everyone is scrambling to pick the one winning AI company. It feels like buying a lottery ticket—totally random and wildly risky. But what if there’s a smarter way to play? Instead of wagering on singular winners, you invest in the entire revolution. Welcome to the **picks and shovels** approach, and at the center of this strategy is CoreWeave.

All right, today we’re diving into a completely fresh approach to investing—one that combines cutting-edge AI with tried-and-true fundamentals. And to illustrate this method, we’re zeroing in on a company almost everyone has on their radar: Moderna.

market commentary

As my favorite stock analyst, Chuck Carnival from FastGraphs, always says, it is a market of stocks—not a stock market. Today, I’ve dug into my watch list of top-tier dividend companies and filtered for valuation metrics like **price to earnings**, **price to free cash flow**, and **dividend yield theory**. After sifting through, here are five dividend growth stocks still trading at attractive levels.

When it comes to investing, timing is everything—but not in the way most people think. It’s not about catching the stock price at its exact bottom. It’s about recognizing the trough of the earnings cycle and positioning yourself before the recovery takes hold. Case in point: what happened around the end of 2009.