The gold price left the stock market for dead. But after decades of outperformance, is it finally time to sell your gold? Not if you use pounds to buy it.
In 2010, bitcoin miners weren’t obsessing over price. They were scrambling for GPUs. Today, the same kind of hardware rush is unfolding around AI. Memory, storage and compute are tightening fast — and if history is any guide, the real opportunity may lie in the companies supplying the shovels, not the headlines grabbing the hype.