AI & Tech

100x more important than the Strait of Hormuz

While markets fixate on energy and geopolitics, something far bigger is unfolding behind closed doors. A new AI system has forced the US government and major banks into action — and it’s exposing patterns most investors still can’t see.

The company taking on Nvidia’s next frontier

AI isn’t slowing down, it’s shifting. From training to inference, from hype to real-world deployment, the next phase is already underway. One company just made a move that could change the balance of power.

The $1.25 trillion business hiding inside Amazon

Amazon’s $200 billion AI bet is grabbing attention. But behind the chips and infrastructure, a far bigger shift is unfolding — one tied to resources, energy, and government spending that most investors are still missing.

Three companies… $3 trillion… And a race most investors are missing

The biggest IPO wave in history is forming. But by the time these companies list, the easy money may already be gone. The real opportunity sits elsewhere.

Spies, stolen blueprints, and an $8 billion machine order that explains AI’s future

Somewhere in Shenzhen, inside a heavily secured facility, a team of engineers working under fake identities has been trying to reverse-engineer one of the most…

Truths, half-truths, and outright lies

48 hours was the deadline to open the Strait of Hormuz. Then, just one hour before markets opened Monday, President Donald Trump said deals were getting done, negotiations were taking place, and there would be a five-day pause on strikes…

Jensen’s shopping list shows you exactly where you need to invest

I livestreamed Jensen Huang’s GTC 2026 keynote on Monday, with some live commentary.

Watch: What happens when supply lines break

War in Iran is already reshaping global supply chains and it’s starting to hit where it hurts most: energy costs.

Mark Zuckerberg redefined global warfare in 2017

Everyone’s focused on the companies building next-gen weapons and AI-powered defense systems. But the real opportunity sits deeper in the supply chain, where critical metals are becoming the ultimate bottleneck.

LIVESTREAM Alert: Nvidia GTC 2026 hosted by Sam Volkering

I wanted to let you know that I’ll be hosting a livestream of Jensen Huang’s Nvidia GTC 2026 keynote at 6 pm tonight, Monday 16 March.

War doesn't care about my growth story

Israel’s strike on Iranian oil infrastructure has pushed energy markets into a new phase of volatility. Oil is surging, gas supply contracts are breaking and commodities across the globe are reacting. The bigger story, however, is what this means for investors — and where capital tends to flow when geopolitics catches fire.

The first AI war has begun and data centres are now military targets

When the United States and Israel launched strikes on Iran this weekend, most of the headlines focused on missiles, drones and retaliation. But something far more important happened behind the scenes.

Bombs, oil, AI…and your portfolio

The market thinks this won’t last. We’re not so sure.

Is AI warfare the next big defence stock opportunity?

Drone stocks were top performers thanks to the war in Ukraine. Now we need to ponder whether AI has created the next big opportunity in defence stocks.

Nvidia no longer has a demand problem

Investors worry AI spending is overheating. But Nvidia’s real challenge isn’t demand — it’s physics. As data centers strain under rising energy and connectivity limits, a new solution may be emerging in optical technology.

Nvidia dominating earnings is as predictable as the sun rising

Nvidia just posted US$68.1 billion in quarterly revenue, with over 91% of sales now tied to AI infrastructure. But Nvidia doesn’t operate in isolation. Behind every GPU sits a supply chain. And that’s where the next asymmetric opportunities may be hiding.

How AI will save us from net zero

For years I’ve been wondering how the UK’s political class will weasel their way out of net zero. Now we know. AI gives them an honourable way out.

She went to the charity shop. I built an app by dinner.

After my wife couldn’t find the next book in our kids’ Minecraft series, I built an app in an afternoon using AI. But the real story isn’t the app. It’s what happened behind the scenes — the platforms AI pushed me toward, the infrastructure it depends on, and the market overreactions creating tradeable opportunities right now.

What the fracking boom reveals about the AI boom’s 1000% club

Ten-baggers are rare. Stocks don’t go up 1000% without a reason. It takes something special. And that special something is beginning in one small corner of AI.

Speed is everything. And nothing is faster than light.

AI investors have focused on chips, memory and data centres. But the real race is now about inference speed — how fast AI can think and respond in real time. And the next breakthrough may not come from more electrons… but from light itself.