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View all (35) in iSpy →- Read full email2026-10-29EDITORIALEric Fry's Smart MoneyWhy I Sold This Copper Stock for a 430% GainEric Fry examines a copper stock he sold for 430% gain, using it as a case study on why strong AI-driven growth doesn't automatically justify stock valuations. He argues investors often mistake sector tailwinds for company fundamentals, and positions an embedded promo for Louis Navellier's energy infrastructure thesis as a superior alternative opportunity.
- Read full email2026-10-28EDITORIALEric Fry's Smart MoneyWhat to Buy When AI Computing Gets CheaperTom Yeung uses historical computing cost deflation (Apollo computers to pocket calculators) as a framework for analyzing falling AI compute costs and identifying which AI infrastructure plays will benefit versus suffer from declining chip prices. The email hints at a Louis Navellier recommendation around Gulf Coast export infrastructure tied to semiconductor manufacturing.
- Read full email2026-10-26EDITORIALEric Fry's Smart MoneyBrazil’s Market Selloff Offers a Warning Ahead of U.S. MidtermsEric Fry analyzes Brazil's unexpected election outcome and resulting market selloff, positioning the decline as a buying opportunity despite short-term pain in stocks like PBR, NU, and ITUB. The email uses Brazil's political history to frame investor overreaction and contrast headline political labels against pragmatic policy outcomes.
- Read full email2026-10-25EDITORIALEric Fry's Smart MoneyAnthropic Could Be the Next Amazon, and That's the ProblemEric Fry uses historical dot-com bubble analysis to warn investors against buying Anthropic at its rumored $1.5-2T IPO valuation, drawing parallels to how even revolutionary companies like Amazon can destroy shareholder value if purchased at inflated prices. The editorial argues that identifying the next transformational company is different from buying it at a profitable entry point.
- Read full email2026-10-24EDITORIALEric Fry's Smart MoneyAs the AI Buildout Slows Down, Here’s What to Do NextEric Fry analyzes how regulatory and infrastructure bottlenecks (particularly in Northern Virginia's Fauquier County) are constraining AI data center expansion, arguing that permitting restrictions and electricity scarcity will reshape the AI buildout trajectory. He repositions readers toward alternative infrastructure plays as the initial phase of AI capex acceleration faces headwinds.
- Read full email2026-10-24EDITORIALMasters in Trading: LiveA New Low in Getting High: A Warning for Stock InvestorsEric Fry warns that the stock market is experiencing dangerous concentration similar to the dot-com bubble—with the Nasdaq-100 hitting record highs while fewer stocks participate. He presents an overlooked healthcare stock as a contrarian opportunity despite market weakness and offers a free presentation on AI investing.
- Read full email2026-10-22LIFT_NOTEMasters in Trading: LiveThe 130-Year-Old Investing Lesson Hiding in Today’s AI BoomEric Fry uses the 1893 railroad collapse as a historical analogy for today's AI boom, arguing that AI infrastructure builders (like railroads) often fail financially while companies that deploy that infrastructure (like Curtis's magazine distribution) prosper. The email promotes a free presentation identifying overlooked AI beneficiary stocks and a healthcare AI play.
- Read full email2026-10-22EDITORIALEric Fry's Smart MoneyAs the Market's Party Shrinks, Here's One Stock to BuyEric Fry analyzes deteriorating market breadth (declining number of stocks reaching new highs despite Nasdaq records) as a warning sign similar to pre-dot-com bubble conditions. He recommends a healthcare stock positioned as defensive against the narrowing market participation.