AI & Tech

Elon, Jensen, Tim, and Donald all on Air Force One... why?

The Middle East war may still be raging, but the bigger story this week could be the AI delegation heading to China, and what it may signal for Nvidia, xAI, Apple, Intel, and the next phase of the AI boom.

My five-bagger that vanished

A paper five-bagger. A biotech wipeout. And now, investors discovering their “Anthropic stock” may never have been valid in the first place.

Did you know Elon is renting Colossus to “evil”?

Anthropic just leased SpaceXAI’s entire Colossus 1 facility in a deal nobody saw coming. But the real story isn’t the drama between Musk and Anthropic… it’s what this says about the AI compute shortage, trillion-dollar capex spending, and why the next wave of profits may sit far beyond Nvidia.

A 10x market hiding inside the AI buildout

A massive AI infrastructure buildout is underway — and optics sits right at the centre. Most investors are still focused on the headlines. But the real opportunity may lie deeper in the stack.

Expelled from paradise

Can earnings catch up to prices?

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.