AI & Tech

The world’s best investor is… a FRAUD

Anthropic's impending IPO could turn Amazon's $18bn investment into a $309bn stake. And that's only half the story. Here's why I'm watching Amazon before the AI giant goes public.

Every AI you use has an MIT fingerprint

From the world's first chatbots to breakthroughs in drug discovery, MIT has shaped AI for decades. Sam explores its influence on today's biggest AI companies and introduces the "Godfather of AI investing" ahead of an exclusive interview.

Urgent Security Update: Is your bank account under AI attack?

A wave of Microsoft password reset attempts, warnings about AI-powered cyberattacks, and growing calls for regulation have Sam Volkering asking whether fear is driving the narrative. He explains what's really happening, why the panic may be overblown, and how to protect your accounts without getting caught up in the hysteria.

Is the UK ready for AI investment? Or is it walking out the door?

Nvidia is pouring billions into British AI startups, but the UK's brightest tech companies keep looking across the Atlantic for capital. As London's stock market shrinks, we explore why Britain struggles to keep its homegrown innovators and how investors can still gain exposure to their growth.

When I'm 70, what will I wish I'd invested in?

From personal computers and smartphones to artificial intelligence, technological breakthroughs have created extraordinary opportunities for investors. Sam Volkering reflects on how far we've come, what the next 30 years might bring, and why the biggest opportunities could still be ahead of us.

The Real AI Threat: China

The AI race between the US and China is moving beyond chips, data centres, and frontier models. Jim looks at how China could weaponise US AI technology, why fears of rogue AI may benefit the industry’s biggest players, and where he believes the real threat lies.

The AI "bubble" is missing 98% of its customers

Just two in every 100 US homes pay for AI, yet demand for the chips powering it is already straining supply. Sam looks at what happens when paid AI adoption really takes off – and why he thinks the AI trade could have decades left to run.

If robots don't sleep, why should markets close?

AI agents are starting to buy, sell and transact around the clock. Sam explains why crypto could become the financial rails they need – and why AI tokens could lead the next crypto bull market.

Avoid the Anthropic IPO at all costs!

The next wave of AI won’t just answer questions – it will work around the clock. James looks at why the rise of AI agents could send demand for compute soaring, and where investors might find the companies selling the infrastructure behind

Did Burnham just sink British AI as Trump watched on?

Britain has the talent to become a global AI powerhouse, but Sam argues high energy costs, regulation, and a failure to retain homegrown companies are driving opportunities elsewhere. From Stargate UK to Arm, he asks why Britain keeps letting its biggest technological opportunities leave.

Can AI actually find the best stocks?

Can AI really help you find the best stocks in the market? Sam explains how he built his own AI ranking and rating engine, what AI can’t do, and the crucial question most people overlook when building an investment system.

AI doomers don’t sleep in caravans

AI factories cost tens of billions to build, but the economics behind them could be far more powerful than the bears expect. Sam Volkering, Investment Director at Southbank Research, looks at rising GPU rental prices, the surprising longevity of older chips, and why any AI pullback could create opportunity.

Jensen Huang: “We're going to make sure that everybody wins”

AI doomerism has returned, sending some of the market’s biggest technology names sharply lower. Sam looks at why fear-driven sell-offs can create opportunity – and how Hyperion is cutting through the noise to find stocks with upside potential.

Everyone wants to own AI. But at what price?

AI may be the biggest investment story of our lifetime. But that doesn't mean every AI stock is a buy at every price. Monday’s sell-off raises a much more interesting question: Can you position yourself for the AI boom without simply buying at today's price and hoping for the best?

AGI is here… and 400,000 GPUs are right behind it

OpenAI's latest model has Jensen Huang declaring that "AGI has arrived." Sam Volkering looks at the accelerating shift from AI that answers questions to AI that does real work – and why that could unleash another wave of demand for compute, memory, storage, and power.

Can Apple become a US$10 trillion company?

Tim Cook just ended one of the most extraordinary runs in corporate history. During his time at the top, Apple went from a company worth…

The end of an Apple era and the start of another $4 trillion

Apple’s next chapter could be driven by folding iPhones, AI-powered devices, and a renewed focus on engineering. But Sam Volkering believes the biggest opportunity may lie further down the supply chain… with the little-known component makers building the technology Apple needs for its next US$4 trillion.

A $5 trillion startup that you’re still early to

Nvidia’s latest results show AI demand accelerating, not slowing. Sam looks at the next phase of the buildout – from inference to memory – and the companies supplying the infrastructure behind it.

Central bank stockpiling gold and overthrowing the PM?

Nick Hubble and Sam Volkering examine how turmoil in the bond market is reshaping gold, bitcoin and AI – and ask whether corporate debt now offers better value than governments.

A chip in nine months is a meltup, not a meltdown

Hot Chips revealed an AI industry obsessed with speed – from Google’s new inference hardware to OpenAI designing its first custom chip in just nine months. Sam Volkering explains why accelerating productivity and a growing hardware shortage make him more bullish on the AI buildout, not less.