Is AI a 'Super Sell'?

Of the entire GDP gain for last year — $174 billion — fully three quarters of it were from capital investment in the AI/high tech industry. Take it away...and most of the ‘growth’ vanishes.

Dead cats and commodities both bounce

Governments have crushed resource production. Companies have under invested in exploration. But demand is about to spike. What could possibly happen next?

369% is simply a Tale of Two Chippies

Sam Volkering argues that if you want to understand the true force behind the AI boom—and where the next major gains could be hiding—you shouldn’t start with Nvidia or the usual tech giants. Instead, he says the answer is buried inside a single PC part that’s quietly soared 369% in nine months. In this issue, he reveals what that surge means for memory makers, critical metals suppliers, and UK investors hunting for the next phase of the AI trade.