Stephen McBride
Stephen is the Chief Analyst at RiskHedge. He combines long-term prudent optimism , a deep research network, and proven risk-management strategies into a unique investing framework that has helped 40,000+ readers and counting profit from progress. "I grew up in inner city Dublin without a dad. Not great. Books, good teachers, and technology saved my life. But maybe more than anything optimism saved my life. Believing there was a better life if you worked hard and tried to achieve." In 2018, Stephen co-founded RiskHedge with Dan Steinhart from a coffee shop in Vermont. Stephen has lived on four continents and currently splits his time between the US and Ireland. For media inquiries and podcast appearances, email media@riskhedge.com . Reach Stephen at stephen@riskhedge.com .
Articles by Stephen McBride
- Active Investing
SpaceX Just Became History’s Most Expensive Mega-Cap Stock
Investors are paying nearly 100X sales for the stock. What makes SpaceX worthy of such an eye-watering valuation? Data centers in space.
- Active Investing
The SpaceX IPO Is Guilty Until Proven Innocent
Due to the unique mechanics of SpaceX’s IPO, I could see it having a stellar debut. It could surge out of the gate in its first week.
- Active Investing
My Problem With SpaceX
Today, it’s time to answer if SpaceX justifies its unprecedently high valuation and whether you should buy the stock on Day 1.
- Active Investing
What You’re Actually Buying When You Buy SpaceX Stock
It will be the largest IPO in history. Also the most hyped, displacing Meta Platform’s META 2012 IPO, which didn’t go well out of the gate.
- Active Investing
My #1 AI Investment for the Next 12 Months—and Why I’m Going All In
My #1 slam dunk AI trade over the next 12 months is… The companies who make the machines that produce chips.
- Research
Are You Invested in the Power Pivot?
When the price of bitcoin declined and AI’s need for data centers soared, DGXX decided to pivot.
- Active Investing
Intel’s Stunning Comeback Is Signaling the Next $Trillion AI Opportunity
Intel is surging because plain ol’ central processing units CPUs are suddenly the new artificial intelligence AI bottleneck.
- Artificial Intelligence
AI Isn’t a Bubble—It’s a Supply Chain Gold Rush Hiding in Plain Sight
The implication is always the same: artificial intelligence AI is one giant bubble. And when it pops, it’ll take the whole market down with it.
- Active Investing
Nvidia’s Next Act After AI Boom Could Mirror Amazon’s AWS Explosion
That’s because Nvidia is having its AWS moment... In other words, a big opportunity is forming behind the scenes. One investors can’t ignore.
- Active Investing
The Most Criminally Underrated Investment Today
Over 90% of everything you own—from the phone in your pocket to the shoes on your feet to the fuel in your car—arrived by sea.
- Research
Data Centers in Orbit—Wild Idea or Next Trillion-Dollar Industry?
Markets price on potential. And SpaceX’s potential is sky high because it plans to build…
- Active Investing
New Highs, New Risks: What’s Driving Today’s AI Stock Surge
Rebounded in recent days but are still down on the year. What if I told you there’s a group of stocks making all-time highs right now?
- Active Investing
AI Megatrend Powering Startups in Space, Defense, and Beyond
RiskHedge co-founder Dan Steinhart and I were meeting founders and innovators creating the next generation of disruptive tech.
- Active Investing
Think Nvidia’s Best Days Are Over? Think Again.
Nvidia is one of the greatest wealth-creating machines in market history. Since ChatGPT came out in late 2022, NVDA has 10Xd investors’ money.
- Active Investing
Markets Falling Fast—5 Red Flags Before You Buy the Dip
War in Iran keeps pushing stocks lower. The S&P 500 is a hair’s length from official correction territory, down 9% from its recent high.
- Active Investing
While the World Panics, We’re Buying ...
Just like with microprocessors, the internet, and smartphones before it, the AI megatrend won’t stop because of a war.
- Artificial Intelligence
AI Dominates Headlines, but This Real-World Trend Is Printing Billions
Now imagine what happens when AI supercharges the internet with custom-tailored movies and digital worlds.
- Artificial Intelligence
The AI Race Just Hit a New Bottleneck—What It Means for Markets
Most people following the artificial intelligence (AI) story remember the GPU crunch that hit the industry a few years ago.
- Artificial Intelligence
The AI Wave Isn’t Slowing—It’s Just Changing Direction
The hardest thing about making money from megatrends isn’t the buying. It’s the holding on and staying interested.
- Research
Investing Lessons From Abu Dhabi Amid Missile Strikes
What does this new war mean for your investments? We looked at over 50 major geopolitical and warlike events since the 1950s.
- Research
Artificial Intelligence Is Eating Software — 3 Stocks Positioned for AI-Driven Dominance
But as I’ll show you, certain software companies with very specific qualities won’t just survive AI disruption. They’ll thrive in it.
- Research
Tesla’s Shift From Cars to Robots Is Happening Faster Than Investors Expect
As investors begin to realize Tesla is now a robotics company, I predict Tesla’s stock will double in 2026.
- Research
The Space Infrastructure Boom Has Begun
The space stocks ripping higher right now will go bust. Space is hard! But a few great businesses will make it, and I’m focused on owning them.
- Active Investing
The One AI Trade I’m Most Confident in for 2026
A repeatable secret to doubling your money in artificial intelligence AI stocks. Buy the bottleneck. Every few months, AI slams into a new physical limit.
- Active Investing
The $1.5 Trillion IPO That Could Ignite the Space Economy
Starlink is a booming business. It now serves 8 million users across more than 150 countries.
- Active Investing
AI’s Next Trillion-Dollar Buildout Won’t Be About Chips
These industries aren’t as flashy as a chip company like Nvidia NVDA. But they’re quickly becoming just as essential and just as profitable.
- Active Investing
The AI Boom Isn’t Ending—It’s Hitting a Power Wall (And That’s Where the Money Is)
The AI train hasn’t slowed down at all. But 2025 marked a changing of the guard in where the real investment opportunities are showing up.
- Research
Why Crypto Prices Stalled in 2025 — And Why That’s Bullish Long Term
What really happened in 2025… and why this year’s disappointment may be the best thing that could’ve happened to crypto.
- Research
2026 Is the Year Tesla Stops Being a Car Company
Now, Tesla is preparing to sell its "Cybercab" robotaxi—with no steering wheel or pedals—for under $30,000
- Market Intelligence
The Two Signals That Matter Most for Stocks in 2026
We’re coming off the third up year in a row for US stocks. While this may seem frothy, it’s perfectly normal.
- Research
The Venn Diagram That Created Our “Solar Double”
If you pick great businesses riding powerful megatrends, the rest takes care of itself. Nextpower is a textbook example.
- Active Investing
The Youngest Self-Made Female Billionaire Bet on Prediction Markets — And Won
The 29-year-old Brazilian co-founder of prediction market Kalshi just became the youngest self-made female billionaire on Earth
- Research
The #1 Risk to the AI Bull Market
What’s the biggest risk to the artificial intelligence-led bull market? The biggest risk is not being invested in the right AI stocks.
- Research
Here Are Next Big AI Winners
One thing I’ve learned over the past decade is that disruptive megatrends can last longer than you can stay interested.
- Research
Google’s 67% Surge: How the ‘Dead’ Search Giant Became the Hottest AI Stock of 2025
Now, I barely use Google. Instead of clicking around to find my answer, I just ask an AI chatbot like ChatGPT.
- Research
How To Invest Like Charlie Munger in the AI Era
He was a billionaire investor, an unapologetic capitalist, and a walking vault of clear thinking and timeless wisdom.