THE AI GOLD RUSH: Hyperscalers and Enablers
In the AI takeover of global markets, enablers are beating hyperscalers by an ever-widening margin. Hyperscalers' unprecedented capex is fueling...
150 Views
Overview #62 - Standing Room Only
A review of recent events/data impacting our investment themes and outlook. We look at China's recent structural reform and some parallels with...
138 Views
After They Were Giants: Why 2000's High-Return Stocks Mostly Lagged for 25 Years
In 2000, America's highest-return giants looked like the safest quality stocks. Most then lagged the market for 25 years. Several warning signs...
101 Views
Broadcom is paid whether the cloud giants stay with Nvidia or leave
Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors. It also designs the custom...
94 Views
Overview #36 - AI Hype, Mineral Might, and the Nuclear Revival
A review of recent events/data impacting our investment themes and outlook. We look at recent news impacting commodities
559 Views