IN THE MEDIA

Fox Business: Retail Investors Taking Over

August 12, 2022

Surevest Private Wealth CEO Rob Luna sits down with Charles Payne to provide his insight into this current market rally, and why this is a great time for individual investors to take advantage of the dips for long-term stock investments. Google and Meta are the names to watch.

Meta’s AI Bet & a Takeover Target Wall Street Missed

10.23.26

Charles Payne gives Rob Luna, CEO of Valtrion, a victory lap on Braze, which Charles expects to be the week’s top percentage gainer, and runs through other names Rob has highlighted: GitLab, Zeta Global and JFrog.

Utilities, AI Stocks & Why Conviction Matters

09.29.26

Rob Luna joins Charles Payne on Fox Business’ Making Money to break down why utilities, the “slam dunk” data center power trade, have struggled, how rising 10-year yields are weighing on income-focused sectors, and what’s really happening beneath the surface of a market sitting near all-time highs.

Putting Money to Work Right Now

09.02.26

Valtrion CEO Rob Luna joins Charles Payne on Fox Business’ Making Money to break down where he’s putting money to work in a shaky market — and why small-cap AI names could be the next Microsoft or Google. Rob covers GitLab’s blowout earnings, an under-the-radar AI marketing play, Monday.com’s quiet turnaround story, and what he’s telling entrepreneur clients about navigating the Fed and inflation right now.