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AI vs Internet: Why This Time Is Even Bigger

August 28, 2025 jcraton Leave a comment

AI vs Internet is the comparison I often make, and it comes up every time someone asks me: ‘What’s the best…

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Filed under: AI Adoption, AI and Business, AI Infrastructure, AI Investing, AI Stocks, AI vs Internet, Artificial Intelligence, Future of AI, Generative AI, Investment Strategy, Nvidia, Palantir, RollingWave Capital, Technology Investing

Small Cap Rotation 2025: Are the Underdogs Set to Outperform?

August 14, 2025 jcraton

Why the Next 12–24 Months Could Belong to Small Caps Good morning, friends.After a decade of megacaps hogging the spotlight,…

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🌍 Is Copper the Best Commodity for Betting on Global Growth?

April 11, 2025 jcraton

RollingWave Capital Research Brief April 11, 2025 🌍 Is Copper the Best Commodity for Betting on Global Growth? When it…

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Is the Bottom Near? What Last Week’s Historic Drop—and VIX Spike—May Be Telling Us

April 7, 2025 jcraton

As an investment advisor based here in South Florida, one of the most important things I can do during a…

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Why Timing the Market is a Losing Game

March 10, 2025 jcraton

Why Timing the Market is a Losing Game There’s an old saying in investing: Time in the market beats timing…

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Recent Posts

  • AI vs Internet: Why This Time Is Even Bigger
  • Small Cap Rotation 2025: Are the Underdogs Set to Outperform?
  • 🌍 Is Copper the Best Commodity for Betting on Global Growth?

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