Lisa Su embarrassed Martin Brundle, and every AI bear

AMD just delivered a blowout quarter. Micron is sold out through 2026. And one spinout has surged nearly 4,000% in a year. It looks like a bubble… but the numbers say otherwise.

If tax hikes didn’t work, what’ll the government do next?

Labour’s tax increases didn’t increase tax revenue. So we still need the money to fill in the fiscal black hole. What options are still on the table?

A 10x market hiding inside the AI buildout

A massive AI infrastructure buildout is underway — and optics sits right at the centre. Most investors are still focused on the headlines. But the real opportunity may lie deeper in the stack.