The best investors don't diversify to protect themselves — they concentrate to get rich. This week, we're examining one superinvestor who has built 82% of his portfolio around just two ideas, betting on businesses that act like financial toll booths.

Meanwhile, the broader market is sending some unsettling signals: four straight weeks of losses, oil prices near $112 a barrel, and a co-founder of one of America's hottest AI companies just got indicted for smuggling chips to China. Let's get into it.

Dev Kantesaria's Portfolio Beats Buffett's Returns

Dev Kantesaria runs a portfolio most fund managers would consider reckless — and yet the logic behind it is almost impossible to argue with.

In this week's featured video, we break down why he has concentrated 82% of his holdings in financial infrastructure companies like FICO, S&P Global, Moody's, Mastercard, and Visa. These aren't just great businesses. Kantesaria believes they are modern monopolies — companies that collect quiet, recurring tolls every time money moves or credit gets scored.

Watch to find out whether his conviction is genius or a risk too far.

A new Knight Frank report made an unexpected declaration. It revealed that 44% of family offices are investing more in residential real estate now. And, you don’t need to be Warren Buffet to see why.

Since 2000, residential real estate outperformed the S&P 500 by 70% in total returns. It’s the only asset that pays you to own it, grows while you sleep, and shields your gains from the IRS. 

That’s why you need mogul. It’s a real estate platform that lets you invest in institutional-grade rental properties. You get monthly rental income, capital appreciation and tax benefits without a down payment or 3 a.m. tenant calls. In fact, over 20,000 investors have joined. 

Here’s Why:

• Tax Benefits

• +7% annual yields

• 18.8% avg annual IRR

TLDR: You can invest in high quality real estate for a fraction of the cost. Why wait?

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Past performance isn't predictive; illustrative only. Investing risks principal; no securities offer. See important Disclaimers

S&P 500 Closes Its Fourth Straight Losing Week

The Russell 2000 became the first major U.S. equity index to enter correction territory this week, closing at 2,437.27. The broader market offered little shelter, with tech, utilities, and real estate all sliding. Four consecutive weeks of losses mark the longest losing streak American stocks have suffered in over a year.

Jensen Huang Projects $1 Trillion in AI Chip Sales at Nvidia GTC

At Nvidia's annual developer conference in San Jose, CEO Jensen Huang said he expects purchase orders for Blackwell and Vera Rubin chips to reach $1 trillion through 2027 — double the company's previous estimate. For investors trying to gauge how serious the AI buildout really is, Huang's revised numbers are hard to ignore.

Super Micro Computer Co-Founder Indicted for Smuggling AI Servers to China

Federal prosecutors charged SMCI co-founder Yih-Shyan "Wally" Liaw in an alleged $2.5 billion scheme to smuggle restricted AI servers to China, wiping out nearly $5 billion in market value in a single session. The scandal raises uncomfortable questions about governance in the AI hardware supply chain — and who else might be cutting corners.

FedEx Beats Earnings Despite Oil Headwinds

FedEx reported strong quarterly earnings and said shipping demand in early March held steady — a sign that the broader economy, while under pressure, has not yet broken down. In a difficult week for markets, that kind of resilience from one of the world's largest delivery companies is worth noting.

The Iran War Is About to Show Up in Corporate Earnings

Brent crude has surged more than 54% since the conflict began at the end of February, with Wall Street analysts expecting the oil shock to shave 0.3% off global economic growth and push inflation higher. The real damage won't be fully visible until April, when earnings season opens — and companies begin putting hard numbers on the cost of war.

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