Sam Volkering

Ed Miliband’s nuclear about face…and his AI face

Last year, I predicted that AI’s energy demands would force a rethink on nuclear. Now it’s happening. Ed Miliband is backing the biggest nuclear expansion in over 50 years—and that opens the door to a new wave of AI investment in the UK.

The SmartDollar Stack and Circle’s upsized IPO… is this the buy of 2025?

One of the most anticipated IPOs of 2025, just got…bigger. Circle (NYSE:CRCL), the USDC stablecoin issuer (who tried to IPO in 2021) just upsized its…

The Year of the Super IPO? Musk vs Altman, and the Race to $100 Billion Floats

Reports are swirling this week that Elon Musk’s xAI is raising $300 million at a valuation north of $113 billion. Yes, you read that right. A company barely two years old, with its Grok chatbot only recently available worldwide, is now being priced like a tech titan.

Rickards on Gold Leasing: Is It All There?

Is the U.S. gold reserve still intact? Jim Rickards thinks it might be leased out — and that could “break the system.” In a must-watch interview with Daniela Cambone, he exposes how paper gold dominates the market, why physical delivery barely happens, and what really goes on behind the doors of Fort Knox. If you’re holding gold — or thinking about it — this is essential viewing.

Hallucinating AI or time traveller?

I pop onto the Telegraph website today and aside from weird chest puffing about Elon returning to his companies, and the recent “failure” of his…

Trump’s crypto “orgy of corruption”

While headlines mocked the “awkward” state dinner, markets were watching something else entirely: Trump’s soaring stock. With investors piling into bitcoin treasury plays, the real story isn’t politics—it’s what this tells us about the next financial regime.

OpenAI’s $6.5 billion buy isn’t about a device. It’s about robots.

Everyone’s talking about OpenAI’s new device. But when I saw they paid $6.5 billion to bring Jony Ive’s design studio in-house, I didn’t see a gadget—I saw a robot. In this piece, I break down what I think OpenAI’s really building, why it could challenge Elon Musk’s Optimus, and how this new AI arms race might redefine everything from your tech portfolio to your home.

A memecoin dinner to monetary strategy. Is Trump crazy, or strategically brilliant?

At first glance, $TRUMP looks like a joke—just another memecoin riding the election cycle. But peel back the layers, and you’ll find something far more serious: programmable stablecoins, tokenised assets, and the foundation of an Alt-Stack being quietly built behind the scenes. This isn’t about crypto hype. It’s about reshaping the financial rails before anyone realises they’ve changed.

From Oil to Algorithms: Trump invokes the spectre of Roosevelt

Eighty years ago, Roosevelt secured America’s oil future with a secret handshake in the Middle East. Now, I believe Trump is trying to do the same—with AI. In this piece, I break down what I saw behind the headlines of his latest trip, why compute is the new crude, and what this shift could mean for UK investors like you.

First they ignore you, then laugh at you, then add you to the S&P 500

Coinbase just joined the S&P 500—making crypto officially unavoidable for every investor in an index ETF. Today, I break down why this milestone matters, how passive capital is being funneled into digital assets, and why we may be on the verge of a “Crypto Summer” no one’s ready for.

Death of the king, rise of the kingdom

The passing of investing’s greatest generation isn’t just symbolic—it’s catalytic. With tech giants stumbling, we’re entering a new era of uncertainty… and opportunity. This could be the best chance in a decade to rethink what you own—and what comes next.

The next pandemic no one wants to talk about. So, let’s talk about it.

I’m not a doomsayer—but when a virus jumps from birds to cows to humans, I pay attention. H5N1 is now infecting mammals and has crossed into people. Governments are already stockpiling vaccines. In this piece, I break down the biotech companies preparing for what could become the next pandemic—and why a few under-the-radar stocks could soar if things escalate.

Nvidia’s real competition isn’t AMD or Cerebras. It’s not even American.

While investors debate Nvidia vs. AMD, a bigger threat looms offshore. Huawei’s AI chip advances—and China’s end-to-end ambitions—could shatter Nvidia’s dominance. Here’s why the future of AI chips might not be American.

Blossom Possum was hit on the head by Trump tariffs

Tariffs spooked the market—but history says this might be the perfect time to buy.

I'm sorry if you're in advertising and marketing...

OpenAI just released a massive update to the capabilities of ChatGPT. And it's already causing utter chaos in the marketing and advertising industry…

The robot revolution is here, now

Since the Volkering family moved house, we've been going through the process of moving furniture into the right spots, reassembling things, and then putting the various pictures and artwork on the walls. It was while doing that last task that I had a hallelujah moment…

Are quantum chips the future of AI?

Quantum computing is heating up. Are we on the verge of an AI revolution? Find out why big tech is all in on quantum chips

Will a recession kill AI stocks?

In today’s issue: Is Trump planning for 100 years? Recession or buy the dip? Who would you buy first? This from President Donald Trump last…

Did Apple just kill Qualcomm with a paragraph?

One single, innocuous paragraph in an Apple press release is a sign of the changing times in the semiconductor market – and it might also be the first sign of the death knell for the currently dominant Qualcomm.