369% is simply a Tale of Two Chippies

Sam Volkering argues that if you want to understand the true force behind the AI boom—and where the next major gains could be hiding—you shouldn’t start with Nvidia or the usual tech giants. Instead, he says the answer is buried inside a single PC part that’s quietly soared 369% in nine months. In this issue, he reveals what that surge means for memory makers, critical metals suppliers, and UK investors hunting for the next phase of the AI trade.

“Made in China” is the opiate of the masses

Trump wants to divorce China. But China just amended its divorce law. Assets are no longer split 50/50. Instead, they are divided based on who contributed financially.

It’s America for now, but not forever

While pessimism dominates the UK right now, a different picture emerges when you strip out the noise and think with pragmatic clarity — the kind my mother taught me. Yes, the UK is a great country and will be again. But when it comes to investing today, we’re standing in front of two lakes: one brimming with opportunity, the other nearly empty.