10 million Optimus robots a year will need this one thing

Wall Street is treating surging AI investment as a problem. But the companies building the future keep saying the same thing: demand is only just getting started.

What nobody is telling you about Britain's electricity grid

Oil is back above US$100 a barrel, but that's not the biggest energy story unfolding right now. Nick Hubble and Sam Volkering discuss the hidden problems developing inside our electricity grid and why investors should be paying closer attention.

Why 70,000% in Nvidia and AMD is no surprise

From Nvidia and bitcoin to quantum computing and robotics, Sam explains why spotting transformational technologies early has driven some of his biggest investment wins—and why asymmetric investing isn't about being right every time.