IN THE MEDIA

Fox Business: Stuck In Neutral

September 10, 2021

Rob Luna, CEO of Surevest Private Wealth, discusses why the market is having a hard time getting traction and the market message leading into next week. “Pick winners, don’t wait for momentum, don’t wait for the news to tell you it’s time to get in..find some of those good names and get ahead of the curve” says Rob. Disclosure

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.