Daly Asset Management

Daly Asset Management

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Friday Weekly NewsletterFriday Weekly Newsletter
Coal, Memes, and Megawatts: Where Smart Capital Is Heading Next

Coal, Memes, and Megawatts: Where Smart Capital Is Heading Next

Trump’s AI and energy push is reshaping the investment landscape. Meme stocks are back, but smart capital is focused on power, not distractions.

Liam Daly
Liam Daly
Friday Weekly NewsletterFriday Weekly Newsletter
AI Doesn’t Run on Ideas — It Runs on Power

AI Doesn’t Run on Ideas — It Runs on Power

Trump’s $70B energy push just reframed the AI arms race. Inflation is rising, yields are screaming, and the market’s still napping.

Liam Daly
Liam Daly
Friday Weekly NewsletterFriday Weekly Newsletter
Daly Asset Management Friday Investor Newsletter

Daly Asset Management Friday Investor Newsletter

AI is priced in. But solar infrastructure, rare earths, and defense-grade supply chains? Still early. Nextracker is one of our highest-conviction plays yet.

Liam Daly
Liam Daly
Monday Investor Newsletter July 7th

Monday Investor Newsletter July 7th

Daly Asset Management Monday Investor Newsletter

Save on Advisory FeesSave on Advisory Fees
Save Thousands Annually on Advisory Costs

Save Thousands Annually on Advisory Costs

How you can save thousands of dollars annually on advisory costs by switching today!

Friday Weekly NewsletterFriday Weekly Newsletter
June 30th through July 3rd Weekly Recap

June 30th through July 3rd Weekly Recap

Daly Asset Management Weekly Investor Newsletter

Monday Weekly NewsletterMonday Weekly Newsletter
Monday Investor Newsletter (Late)

Monday Investor Newsletter (Late)

Daly Asset Management Monday Investor Newsletter

Investment AnalysisInvestment Analysis
Stock of the Week 6/30-7/4

Stock of the Week 6/30-7/4

Deswell Industries, (DSWL)