Sam Volkering

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.

Microsoft's $276 billion opportunity (that isn't a crazy quantum chip)

For all the promise of Microsoft’s other businesses – be it Azure, its Business and Productivity services, or devices – Sam thinks it’s somewhere else that might be where it really sees the biggest short-term growth opportunity…

Nvidia dumps SoundHound. But who did it buy as a replacement?

Nvidia pumps SoundHound then dumps it. The big question is, why did Nvidia sell up? And what’s it adding instead? Sam Volkering takes a look…

The answer to British nuclear is the Magnificent Seven

It’s the hardest PR job in the world, making people see the benefits of nuclear. That's why the UK government has it all wrong. They should be leaning on “Big Tech”, the AI companies, to get it done

Is META or AVGO a better buy?

Tech is advancing at great speed – and a fundamental part of that is AI. 2025 could see the most rapid and mind-blowing advancements we’ve ever seen in technology yet. But just how fast is this coming? And who is set to take advantage?

What is DeepSeek and why did it tank the US market?

China’s DeepSeek tanked the US market in a weekend – so what does this mean for the future of AI stocks? It could be more positive than you think…

Underground website lets you buy any drug imaginable

Newly inaugurated President Trump has pardoned the notorious Silk Road founder Ross William Ulbricht. For crypto investors, this could signal an important shift – here’s why…

The UK will never be the centre of AI because of “plans” (and energy)

Sam Volkering weighs in on Labour’s “AI Opportunities Action Plan” and the two problems it faces: cost and energy demand. Is it possible for the UK overcome them and become a powerhouse of growth thanks to AI?

Seven days and $80 billion

Sam Volkering dives into what he sees for AI in 2025 – and why he thinks it could be even bigger than 2024…

Did Google just prove we live in a multiverse?

Sam Volkering explains why quantum computing companies could end up being the darlings of the market in 2025. And can anyone catch up with Tesla when it comes to self-driving vehicles? This and more in today’s edition…

Who’s going to crack the S&P 500 first?

Sam Volkering discusses the likely candidates to enter the S&P 500, plus who exactly is David O. Sacks and what could his appointment mean for AI?