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.

Politics is a civil war. What changes are the rules.

Does any of this sound familiar? An unelected Catholic pretender king from the North, a political assassination on the moor, and crusades that fail to get off the ground.

The dirty power panic has barely begun

Thanks to whistleblowers, the instability of our electricity grid has captured national attention. But who could’ve seen this coming? We did, in 2024…