Sam Volkering

Sam Volkering

Three reasons why bias matters in investing

6 February 2026
Most investing mistakes aren’t caused by bad ideas — they’re caused by bias, emotion, and poor decision-making under pressure. This article breaks down how behavioural finance quietly sabotages investors, and how recognising those biases can lead to better long-term outcomes.

Elon Just Supercharged the Biggest IPO in History

4 February 2026
What was already shaping up to be the biggest IPO in history just got supercharged. Elon Musk folded xAI and X into SpaceX, creating a vertically integrated AI, space, and infrastructure giant with massive implications for markets, semiconductors, and next-generation computing.

Tesla stopped being a car company before it really sold cars

30 January 2026
Tesla didn’t abandon cars. It outgrew them — and that has consequences. Web excerpt: Tesla’s decision to end production of the Model S and X isn’t about weak sales or short-term margins. It’s a signal that cars were never the destination. As Tesla pivots toward robotics and AI, the company’s true identity is coming into focus — and it has implications for owners, investors, and the future of the auto industry.

2026, the year of shortage before excess

2 January 2026
As we head into 2026, the AI boom is entering a new phase. Not excess, but shortage. From memory and storage to compute and power, critical AI infrastructure is running out, and supply won’t catch up for years. This is where the next wave of outsized returns will be made — before abundance finally arrives.

The Irony of China Killing Net Zero in the Auto Industry

17 December 2025
Ford’s retreat from all-electric trucks isn’t an isolated decision. It’s a signal that Western carmakers are quietly admitting what policymakers won’t: Net Zero policies weakened domestic industry just as China perfected scale, speed, and cost. As Europe and the U.S. scramble to reverse course, the global auto industry is being reshaped in real time — and the winners may not look like car companies at all.

369% is simply a Tale of Two Chippies

12 December 2025
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.

It’s America for now, but not forever

10 December 2025
While pessimism dominates the UK right now, a different picture emerges when you strip out the noise and think with pragmatic clarity — the kind my mother taught me. Yes, the UK is a great country and will be again. But when it comes to investing today, we’re standing in front of two lakes: one brimming with opportunity, the other nearly empty.

How to destroy banking, DeFi style

7 December 2025
A new threat to the global banking system is emerging — and it’s not coming from fintech or regulators. It’s coming from Aave, a decentralised, algorithmic “bank” that’s now offering savers real-time yield, instant liquidity, built-in insurance and frictionless usability traditional banks can’t match.

Emergency Briefing: Genesis Mission. What is it and what do you need to know?

26 November 2025
With AI stocks hammered in recent weeks and fear at extreme levels, this initiative could mark the start of a major reversal. In this latest analysis, Sam explains what the Genesis Mission means for investors, why it could ignite a surge in demand for compute, GPUs, and neocloud infrastructure — and why the real winners may not be who most people expect.