AI & Tech

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.

I was 48,726% right about Nvidia, right about AMD and right about what comes next

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Superintelligence is Beyond Reach

AI is everywhere. But is it everything investors hope it will be? This article breaks down the real limits of artificial intelligence—why superintelligence remains a fantasy, why profits are elusive despite billions in spending, and why small language models (SLMs) may be the tech story no one’s watching… yet. Before you chase the next big AI stock, read this.

Three videos from September you should watch

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Will OpenAI and ChatGPT kill Amazon’s eCommerce?

It’s a regular Tuesday, any other day as normal. You wake up in the morning, grab your phone to have a look at what’s on the cards for the day, maybe catch up on US markets from overnight, and generally peruse the day’s global events.

The Great AI Money-Go-Round

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Quantum stocks take flight on AI hype

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