Sam Volkering

Hypocrisy, Hubris… and Huge Opportunity in AI in the UK

When politicians cash out, the money tells you where the future is headed

The Irony of China Killing Net Zero in the Auto Industry

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

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

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

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.

JP Morgan is crypto enemy #1 again. And that is good news

As bitcoin pulled back, Strategy (MSTR) was hit twice as hard — dropping to a valuation below the value of its own bitcoin holdings. The selloff sparked panic, conspiracy theories, and a sudden hunt for a villain. Enter JP Morgan.

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.

CLARITY Act Will "Unlock Crypto" in the US… And It's Coming in Weeks

Crypto’s last decade has looked a lot like the 1850s gold rush — chaotic, unpredictable, and often dangerous. But according to Coinbase CEO Brian Armstrong, that era may be ending. A major new bill moving rapidly through Washington could unlock a “new golden age” for digital assets, with clear rules and massive capital inflows arriving in a matter of weeks.

Are We Really in a “Crypto Winter”

Every time crypto pulls back, the headlines scream “winter.” But the truth is far more interesting: the industry is quietly entering its most important phase of growth yet. Ignore the panic — here’s what’s really happening.

Coinbase gave us CLARITY before it was official

The ICO is back — and this time, it’s regulated. Coinbase’s new token-sale platform signals the dawn of a “civilised” crypto era and the coming CLARITY Act that could unleash the next big market cycle.

The “Stimulus Run” is coming and it’s 2021 on repeat

In 2020, rate cuts, stimulus cheques, and quantitative easing ignited one of the greatest wealth booms in modern history, turning small crypto stakes into life-changing fortunes. Now, those same forces are back…plus a fourth, even bigger catalyst that could push digital assets to new highs and cement crypto’s place at the heart of global finance.

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.

A Tale of Three Headlines and MUGA

Watching Great British Railway Journeys, I was reminded that the Black Country was once the Silicon Valley of its day — the beating heart of global innovation. People came from all over the world to steal Britain’s ideas. Today, the tables have turned. While America pours trillions into AI, quantum, and clean energy, the UK’s leaders chase photo-ops abroad instead of rebuilding at home. It’s time to ask: can Britain rediscover that spark? Can we Make the UK Great Again?

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.

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

Rare earths bubble? Zero revenue mania. Back to the Future.

Rare earth stocks are surging again, just like they did in 2010. But history shows what happens next. As AI, robotics, and quantum computing drive the next wave of infrastructure spending, knowing when to take profits — and when to hold — could make all the difference.