Eric Davidson | ETF Alert

Oliver Buchannon

Eric Davidson

Qualcomm Dragonwing IQ10: CES 2026's Robotics Revolution

Qualcomm Dragonwing IQ10: CES 2026's Robotics Revolution

Dragonwing IQ10 powers Figure humanoids — BOTZ/ROBO buy signals

Berkshire's $150B Secret: How Insurance Float Just Became a 5% Money Machine

Berkshire's $150B Secret: How Insurance Float Just Became a 5% Money Machine

Progressive earns $1.5B annually on a $30B float. Here's how you access the same trade for 0.35%

Berkshire Hathaway

+5

Axon Enterprise: The Hidden Software Play Inside an 85% Hardware Monopoly

Axon Enterprise: The Hidden Software Play Inside an 85% Hardware Monopoly

Get top ETFs with the largest allocation to AXON

LawEnforcement

+9

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

CoWoS packaging capacity is expanding 3.6x by 2026

TSMC

+10

Palantir's $5.4B Government Contract Surge: Which Defense ETFs Win?

Palantir's $5.4B Government Contract Surge: Which Defense ETFs Win?

How software-defined defense is splitting $ITA, $XAR, and $SHLD returns

PLTR

+11

The $3.9 Trillion Question: Why Gold ETFs Just Became Strategic Cash for Investors Who Know What's Coming

The $3.9 Trillion Question: Why Gold ETFs Just Became Strategic Cash for Investors Who Know What's Coming

Gold trading volumes tripled. And gold gained 70% in a single year

ETF Investing

+9

The Stock Market Heading Into 2026: A Bull Run Nobody Trusts

The Stock Market Heading Into 2026: A Bull Run Nobody Trusts

S&P 500 at record highs, but investor optimism sits 20% below average

SP500

+10

How Geopolitical Risk Stopped Moving Oil Prices and Started Moving Precious Metal

How Geopolitical Risk Stopped Moving Oil Prices and Started Moving Precious Metal

Gold surged 70% and defense ETFs gained 62% while Brent crude flatlined

Commodities

+12

Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About

Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About

$3.3 trillion in expected tariff revenue became $2.5 trillion

SupplyChain

+10

2025: ETF Market Record Inflows. What You Need to Know

2025: ETF Market Record Inflows. What You Need to Know

Record inflows prove the mutual fund era is over

MarketTrends

+9

Wall Street Just Rotated $437 Million Out of Bitcoin ETFs Into Altcoins

Wall Street Just Rotated $437 Million Out of Bitcoin ETFs Into Altcoins

The rotation is structural, not emotional

Asset Allocation

+9

Gold vs Bitcoin: Who Won the 2025 Debasement Trade

Gold vs Bitcoin: Who Won the 2025 Debasement Trade

Record $1.28 trillion in inflows crushed 2024's previous high

ETF

+9

$1.28 Trillion Poured Into ETFs in 2025. The Biggest Wealth Shift in a Decade

$1.28 Trillion Poured Into ETFs in 2025. The Biggest Wealth Shift in a Decade

Record $1.28 trillion in inflows crushed 2024's previous high

ExchangeTradedFunds

+10

Trump's AI Manhattan Project: Why Energy Stocks Just Became the Smartest Play in Tech

Trump's AI Manhattan Project: Why Energy Stocks Just Became the Smartest Play in Tech

Trump's energy order changes everything

U.S. vs China

+9

Deal or No Deal? Why Nvidia's Biggest AI Partnership Still Isn't Signed After 90 Days

Deal or No Deal? Why Nvidia's Biggest AI Partnership Still Isn't Signed After 90 Days

Zero Dollars Transferred: The AI Deal That Never Happened"

Amazon

+12

Amazon's $10B OpenAI Deal: The Chip Shift That Changes Everything

Amazon's $10B OpenAI Deal: The Chip Shift That Changes Everything

Why Trainium chips at $15K could end Nvidia's $40K pricing

Chip War

+13

Trash is Cash: The Defensive Moat of Waste Management ETFs During Market Volatility

Trash is Cash: The Defensive Moat of Waste Management ETFs During Market Volatility

The Recession-Proof ETF Gaining While Markets Tank

Market volatility

+7

The Next Commodity Supercycle: Why Soft Commodities Are the Ultimate Inflation Shield

The Next Commodity Supercycle: Why Soft Commodities Are the Ultimate Inflation Shield

The Agricultural Bet Institutions Made Three Months Ago

Inflation Hedge

+9

Why Are Shipping ETFs Quietly Outperforming Tech Stocks?

Why Are Shipping ETFs Quietly Outperforming Tech Stocks?

Two ETFs Positioned to Capture the Entire Move

ETF Investing

+10

Beyond LLMs: Why "Physical AI" Is the Next Trillion-Dollar Trade ($ROBO vs. $BOTZ)

Beyond LLMs: Why "Physical AI" Is the Next Trillion-Dollar Trade ($ROBO vs. $BOTZ)

Software changed the office. Now "Embodied AI" is coming for the factory floor to solve the $1 trillion labor crisis.

Automation

+9

The "Buffett Play" in Asia: Why Smart Money is Dumping US Tech for Japanese Value ($DXJ)

The "Buffett Play" in Asia: Why Smart Money is Dumping US Tech for Japanese Value ($DXJ)

While US Tech is priced for perfection, Japan is legally forced to pay shareholders. Here is the playbook.

Asian Markets

+6

The "Boring" Cash Cow: Why Smart Money is Rotating into Insurance ETFs ($KIE, $IAK)

The "Boring" Cash Cow: Why Smart Money is Rotating into Insurance ETFs ($KIE, $IAK)

Tech is volatile. Insurance is inevitable. Here is how to play the "Float" in a 3.5% rate world.

ETF Market

+4

War Has Changed: Why Defense Budgets Are Shifting from Tanks to Cybersecurity

War Has Changed: Why Defense Budgets Are Shifting from Tanks to Cybersecurity

4,701 attacks on critical infrastructure in 2025 prove cybersecurity is no longer discretionary spending

Cybersecurity

+6

No Water, No AI: The Silent Crisis Threatening TSMC and NVIDIA Data Centers

No Water, No AI: The Silent Crisis Threatening TSMC and NVIDIA Data Centers

Three ETFs track the companies solving this water crisis

Why Defense ($ITA) is the New Utility Sector: The End of the Cycle

Why Defense ($ITA) is the New Utility Sector: The End of the Cycle

From Cyclical Trade to Structural Compounder in a Sovereign AI World

Defense Sector

+11