AI & Tech

Trump’s Ultimate Sleight of Hand Reveals The Boom Behind the Boom

While AI steals the spotlight, a far bigger boom is forming in the metals that power it. Sam explains how Trump’s mineral orders could ignite a new resource surge — and why the biggest gains may go to claim-holders, not miners.

The secret of the rich is up for the taking

Long before tech unicorns were spotted hiding in every business plan, some families managed to get filthy rich. How did they do it? The second easiest way…

AI Factory Fortunes: Constellation Energy (CEG)

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Sir Isaac Newton would’ve bought into the AI bubble now

Newton once frequented taverns in the seedier parts of London. Not for any lecherous activities. He was looking for something even less credible…

Three videos from last month you should watch

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The Great Divergence and Why Fear is the Real Bubble

Stripe co-founder Patrick Collison just shared data that says more about the global economy than any politician ever could. Since mid-2023, U.S. startups — even outside of AI — have dramatically outpaced their UK and European peers. The reason? Faster adoption of transformative tech like AI and stablecoins.

AI’s power problem rests in the hands of “transitioning” miners

Microsoft’s Satya Nadella just admitted the tech giant has more GPUs than it can power — and that single comment reveals the start of a new arms race. Former bitcoin miners are now fueling AI’s explosive growth, transforming from “proof-of-work” to “proof-of-compute.

The Big Tech Bull Run Generals March On

When the generals march, the troops follow. Apple, Amazon, Google, and Meta just crushed earnings — and proved the AI boom is far from over. Their gains are spilling into cloud, chips, and energy stocks… a rally with no sign of slowing.

AI Factory Fortunes: CoreWeave (CRWV)

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It's that time of the quarter again

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The equation of life doesn’t leave much room for renewables

This is the first time in human history when we have transitioned to an energy system with a lower EROI. So we don’t really know what happens next.

Quantum’s boom is back (after just a week off)

After a brief pullback, the quantum boom has reignited — thanks to a major breakthrough from Google and fresh whispers out of Washington.

AI Factory Fortunes: Applied Digital (APLD)

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There is no “Up Only” just ridiculous performance from Those Guys

The AI revolution isn’t slowing down. Innovation, investment, and momentum are converging into one of the most powerful market forces in decades. But in times like these, the hardest part isn’t finding opportunity...it’s channeling the chaos. Author: Sam Volkering

AI, not in the cloud... in space

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Without immigration, it’ll have to be inflation

For thousands of years, population growth bailed out government largesse. Without it, governments will have to turn back to inflation instead. Gold knows.

AI Factory Fortunes: Nebius (NBIS)

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Bigger than chips. Bigger than AI energy. This is the next AI gold rush

Everyone’s watching GPUs in the AI arms race. But one overlooked technology could soon unlock the next trillion-dollar leap. Nearly 80% of cloud data still runs on 20th-century HDDs — a ticking timebomb for next-gen AI models that demand speed and efficiency.

Without OpenAI does any of this exist? Do we even get AI?

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Are We Living in an AI Bubble… or Building the Roads for the Next Century?

The BoE just warned that AI stocks are in a bubble. But beneath the hype, billions are being poured into infrastructure that may define the next century.