AI & Tech

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.

Three videos to watch from November and in December

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the thinking game going, read on… AI Collision 💥…

The Thing AI Lacks

James Altucher sits down with bestselling author Ryan Holiday to explore the messy, human side of wisdom — the part no AI model can replicate. Their conversation dives into curiosity, pain, mistakes, and the hard-earned lessons behind every meaningful skill.

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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