Sam Volkering

Big Tech is about to drown in cash

Amazon, Microsoft, Alphabet and Meta are burning cash now. Here's why that could be the opportunity.

Buying Greggs not Tesla might help you become an ISA millionaire

A reader asked what to do if the next tech crash arrives. Looking back at the dot-com bust and 2022, Sam explains where money really flows during a sell-off—and why the FTSE's "boring" businesses often come out on top.

Cat, Kane, disappearing Kier, and cheap energy

Politics may change, but Britain's problems all point to the same solution: cheaper, abundant energy. Here's why oil still matters.

The next AI fortunes hiding beneath the chip giants

Apple's reported move to Intel is the latest sign that every tech giant wants its own AI chip. But Nvidia's growth isn't slowing. Here's where the next opportunities may be hiding.

Burnham won. Now watch what happens next.

Why this election could change Britain faster than you think

“Neoclouds:” The gates to the AI walls

The next phase of the AI boom may not be about building better models. It may be about controlling the infrastructure they run on. As governments move to keep AI development closer to home, a group of smaller "neocloud" operators could find themselves at the centre of a rapidly emerging sovereign AI race.

SpaceX opened at $150 and minted a trillionaire by lunch

The biggest IPO in history delivered exactly the kind of frenzy investors expected. SpaceX surged on debut, retail demand smashed records, and Elon Musk became the world's first trillionaire. But with losses mounting and a flood of future selling still ahead, Sam explains why he believes the stock could trade significantly lower before becoming a compelling long-term investment.

Why Sit Out SpaceX’s IPO on Friday

SpaceX is expected to list on 12 June at a valuation of around $1.75 trillion. Here's why I'm passing on day one, and what investors should know before applying for shares.

Nvidia is back in the consumer device game

For two years, AI investment has flowed almost entirely into data centres. Nvidia's new AI PC suggests that may be about to change. If AI moves onto our laptops and desktops, a whole new group of suppliers could benefit.

Two million parts to answer one question

Most people think AI is software. Jensen Huang's latest presentation revealed the truth: AI is a vast physical infrastructure buildout involving millions of components, enormous energy demand, and hundreds of companies supplying the parts. For investors, that's where the real opportunity lies.

How a $1.75 trillion IPO actually works

Everyone's talking about SpaceX's $2 trillion valuation. Almost nobody understands how a mega IPO actually works. Here's where the money comes from, who gets the shares, and why the biggest gains often go elsewhere.

Blair’s back causing mischief! Is this the end for Starmer?

Tony Blair is back in the political conversation, and his latest essay has reignited debate over Labour, Net Zero, immigration, and Britain's future. We unpack what it means for Starmer, the economy, and UK investors.

Ferrari built a Nissan Leaf because EU regulators forced It

Ferrari’s bizarre new EV is more than just an ugly car. It’s a warning sign for the entire European auto industry, as Net Zero rules, regulation, and Chinese competition begin reshaping the future of global manufacturing.

Nvidia smoked AI bears with one earnings release

Nvidia’s latest earnings may have completely shattered the AI bubble narrative. Sam Volkering breaks down why AI infrastructure demand is still accelerating, how Nvidia could reach $10 trillion, and why even a $20 trillion SpaceX no longer sounds impossible.

Why are crypto traders pricing SpaceX 40% higher than the bankers?

Crypto traders called the Cerebras IPO days before Wall Street did. Now a new “IPOP” market is pricing SpaceX at $2.5 trillion, and raising serious questions about who really controls price discovery anymore.

We’re going to find out how much British voters love being told what to do

Makerfield may look like a local political fight, but the market implications could be enormous. From gilt yields and sterling to UK energy, mining, and FTSE stocks, investors are beginning to price in the possibility of major political change.

Trump’s $10 Trillion AI peace offering to China

Trump’s visit to China may end up being remembered the same way Nixon’s was in 1972: the beginning of a massive economic shift. AI deals, reopened chip sales, and renewed trade ties could fuel the next industrial boom, and create enormous winners in AI infrastructure, semiconductors, and critical minerals.

Elon, Jensen, Tim, and Donald all on Air Force One... why?

The Middle East war may still be raging, but the bigger story this week could be the AI delegation heading to China, and what it may signal for Nvidia, xAI, Apple, Intel, and the next phase of the AI boom.

Is Coinbase a great crypto company or the next Mt. Gox?

Coinbase layoffs. A surprise earnings miss. Then a seven-hour outage that locked users out completely. Is Coinbase a buying opportunity… or a warning sign for crypto investors?

My five-bagger that vanished

A paper five-bagger. A biotech wipeout. And now, investors discovering their “Anthropic stock” may never have been valid in the first place.