Why the market is misunderstanding the biggest buildout in history

AI stocks have lost more than US$1 trillion in market value. Here's why we believe the market is misunderstanding the biggest infrastructure buildout in modern history—and how we're buying it.

Why the national debt is worse than after two world wars and one world cup

We've escaped debt crises before. So why should investors worry now? The answer has less to do with government borrowing than the state of modern Britain.

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.