Jonathan Rose, Author at MarketWise

4 Super El Niño Stocks (and One Sector) Positioned to Win as Historic Weather Event Looms in 2026

A historic climate pattern is forming and Panama Canal restrictions are already in place. These super El Niño stocks are sitting directly in the path of the money.

By Jonathan Rose | August 4, 2026

Read this issue

Is It Too Late to Buy Oil Stocks? Here’s What the Options Market Says Happens Next

Is it too late to buy oil stocks after today’s 7% spike on Iran tensions? A 28-year options trader reads the CVOL and skew data to show what smart money is betting on next.

By Jonathan Rose | July 8, 2026

Read this issue

Bloom Energy Stock: Why Aschenbrenner’s 13F Sale Isn’t Bearish – Plus 3 Cheaper AI Power Plays

Aschenbrenner's fund cut its Bloom Energy stock stake 35% after a 200%+ gain, 13F filings show — plus 3 stocks riding the same AI power thesis

By Jonathan Rose | July 8, 2026

Read this issue

PLTR Stock Rallied 11%. Why Michael Burry’s Palantir Price Target Didn’t Budge.

PLTR stock rallied 11% on Alex Karp's viral CNBC rant, but Michael Burry's Palantir price target hasn't moved. Here's his number and the case behind it.

By Jonathan Rose | July 6, 2026

Read this issue

AI Drug Discovery Stocks: Follow the Money, Not the Cure

Isomorphic Labs has the best AI drug-design tool in the world. But it’s private – you can’t buy it. Here are 6 public AI drug discovery stocks to trade the same thesis.

By Jonathan Rose | June 25, 2026

Read this issue

5 Stocks Positioned to Win (and 3 to Avoid) as SpaceX’s $75 Billion IPO Rewrites Telecom

SpaceX’s $75B IPO and Starlink growth are reshaping telecom. See 5 infrastructure stocks positioned to benefit and 3 legacy telecom names facing pressure.

By Jonathan Rose | June 16, 2026

Read this issue