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November 2024 Issue: Syndax Pharmaceuticals (SYM: SNDX) & Updates

We’ve had such outrageous gains this year, it’s time to sell off some losers that just haven’t delivered the wins I hoped.
Learn More

August 2024 Issue: ADC Therapeutics (ADCT) & Updates (EXEL,APLS,LLY,AGIO, RXRX)

Lots to discuss today, so I’m going to take them one at a time.
Learn More

TRADE ALERT: Sell half of Agios Pharma for a 65% gain

I recommend selling half your shares in Agios Pharmaceuticals (SYM: AGIO) here at $47.50, a 65% gain from our recommended price of $28.68. 
Learn More

TRADE ALERT: Agios Jumps on Royalty Pharma Deal

A lot of folks have been writing in to ask about Agios Pharmaceuticals (SYM: AGIO).
Learn More

April 2024 Issue: Agios Pharmaceuticals (SYM: AGIO)

I first started following Agios Pharmaceuticals (SYM: AGIO) in 2018.
Learn More

November 2022 Issue: Agios Pharmaceuticals (SYM: AGIO)

Investors may want to keep an eye on the red-hot pharmaceutical sector. For one, the sector is still one of the safest, most recession-proof investments around.
Learn More

Update: August 11, 2020

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Issue 24 – June 26, 2020 – Craft Brew Alliance (SYM: BREW)

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Issue 22 – June 12, 2020

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Issue 21 – June 5, 2020

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Good morning, everyone! Dylan Jovine here from Behind the Markets. Happy Wednesday—it’s February 12th, and today I want to talk about the escalating U.S.-China trade war and why Trump’s very first executive order was a game-changer for national security. Most people don’t realize that Trump’s first order as president declared a national energy emergency—but it wasn’t just about oil and gas. It was about something even more critical: rare earth minerals. These minerals power everything from smartphones to EVs, Tesla batteries, and even essential military technology. And right now, China has a near-monopoly on the supply chain. That’s why China is responding to Trump’s new tariffs by restricting access to these minerals, creating an urgent need for the U.S. to become independent. This is why the Pentagon is already stockpiling rare earth minerals across U.S. military sites, and why companies that mine and refine these materials are set to explode in value. Even Elon Musk, who has long defended China, is backing off as Tesla’s market share gets crushed by BYD and other Chinese EV makers. The bottom line? We are in an economic war, and the fight over these minerals is just getting started. For investors, this presents a massive opportunity. The companies leading the charge to make the U.S. rare earth independent are being greenlit at the highest levels of government. These firms are essential to both national security and the future of American manufacturing—and we’re covering all of them in Breakthrough Wealth. Stay ahead of this game-changing shift. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkcyNl9ZVnRRTTl3

Dylan Jovine | U.S.-China Trade War Heats Up: The Rare Earth Crisis & Trump’s Game-Changing Order!

Good morning, everyone! Dylan Jovine here from Behind the Markets. Happy Tuesday—it’s February 11th, and today I want to talk about something critical for investors watching the AI boom: capital spending. Yesterday, we covered how Amazon, Google, Meta, Microsoft, and other tech giants are collectively committing $325 billion in capital expenditures for 2025. This is an unprecedented spending spree, mainly focused on data centers and AI infrastructure, and in pure dollar terms, it rivals the dot-com boom. But here’s the catch—will these companies ever see a return on this massive investment? There’s a key lesson from Warren Buffett and Ben Graham in The Intelligent Investor about the airline industry of the 1960s. In 1960, airlines flew 10 million passengers a year. By 1970, that number skyrocketed to 100 million—a massive 10x increase. But despite that growth, the industry lost $2.3 billion over the decade due to overinvestment. Sound familiar? When companies increase spending at a much higher rate than revenue, margins shrink and stock prices fall. Microsoft’s CapEx is up 80%, but their revenue is only expected to grow 13%. Meta is spending 74% more while revenue is rising just 14.6%. This is a massive red flag that investors need to watch closely. We’re seeing the famous four words that always precede market bubbles: “This time is different.” It’s never different. This AI arms race could be setting up for a major reckoning. If these companies don’t show meaningful returns on their spending, this could be the trigger that finally pops the AI bubble. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LmQ2WW1PSnFoVzRV

Dylan Jovine | AI Boom or Bubble? Why $325B in Spending Could Trigger a Crash!

Good morning, everyone! Dylan Jovine here from Behind the Markets. Happy Monday—it’s February 10th, and apparently, it’s National Football Hangover Day. I watched the game at a buddy’s house (as I do every year), and let me tell you—I cannot be trusted around those massive Costco biscotti containers. Absolutely addictive. But today, I want to talk about something big: AI capital spending. Last week, Amazon reported earnings, and while their top-line growth disappointed at 3-4%, what really caught my eye was their $105 billion planned capital expenditure—a 35% increase, primarily going toward AI infrastructure. And they’re not alone. Google’s Alphabet is planning to spend $75 billion (up 50%), Meta is committing $65 billion (up 40%), and Microsoft is nearly doubling its AI spending to $84 billion in just two years. That’s hundreds of billions of dollars flowing into AI infrastructure. What does this mean? First, the DeepSeek AI revelation hasn’t changed Big Tech’s aggressive AI expansion—at least not yet. They’re still spending massive amounts, and NVIDIA remains a clear winner in the short term. But there are other companies poised to benefit, including Broadcom, Micron Technology, and Amphenol. However, the most compelling AI investment right now? The company that designs NVIDIA’s chips and holds a near-monopoly in chip architecture—a firm so valuable that NVIDIA itself tried to buy them, only to be blocked by the Biden administration. With Trump back in office, M&A activity is expected to surge, and this company is at the top of my takeover target list. If you’re serious about investing in the AI boom beyond just NVIDIA, this is the play. ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
YouTube Video VVVjeko0WVJSUUxsNktySDA2aWFwYVJ3LkxydHdaUU5OSFFF

Dylan Jovine | AI Spending Hits $300B: The Next Big Winner.. And It's NOT NVIDIA

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November 2024 Issue: Syndax Pharmaceuticals (SYM: SNDX) & Updates

We’ve had such outrageous gains this year, it’s time to sell off some losers that just haven’t delivered the wins I hoped.
Learn More

August 2024 Issue: ADC Therapeutics (ADCT) & Updates (EXEL,APLS,LLY,AGIO, RXRX)

Lots to discuss today, so I’m going to take them one at a time.
Learn More

TRADE ALERT: Sell half of Agios Pharma for a 65% gain

I recommend selling half your shares in Agios Pharmaceuticals (SYM: AGIO) here at $47.50, a 65% gain from our recommended price of $28.68. 
Learn More

TRADE ALERT: Agios Jumps on Royalty Pharma Deal

A lot of folks have been writing in to ask about Agios Pharmaceuticals (SYM: AGIO).
Learn More

April 2024 Issue: Agios Pharmaceuticals (SYM: AGIO)

I first started following Agios Pharmaceuticals (SYM: AGIO) in 2018.
Learn More

November 2022 Issue: Agios Pharmaceuticals (SYM: AGIO)

Investors may want to keep an eye on the red-hot pharmaceutical sector. For one, the sector is still one of the safest, most recession-proof investments around.
Learn More

Update: August 11, 2020

Learn More

Issue 24 – June 26, 2020 – Craft Brew Alliance (SYM: BREW)

Learn More

Issue 22 – June 12, 2020

Learn More

Issue 21 – June 5, 2020

Learn More

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