Sam Volkering

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.

Did you know Elon is renting Colossus to “evil”?

Anthropic just leased SpaceXAI’s entire Colossus 1 facility in a deal nobody saw coming. But the real story isn’t the drama between Musk and Anthropic… it’s what this says about the AI compute shortage, trillion-dollar capex spending, and why the next wave of profits may sit far beyond Nvidia.

A $6 million banana, a $320 million lawsuit, and the start of a Super Cycle

A $320M lawsuit, banana memes, and crypto drama everywhere. It looks insane… but this is exactly what shows up right before the real move begins.

Lisa Su embarrassed Martin Brundle, and every AI bear

AMD just delivered a blowout quarter. Micron is sold out through 2026. And one spinout has surged nearly 4,000% in a year. It looks like a bubble… but the numbers say otherwise.

A 10x market hiding inside the AI buildout

A massive AI infrastructure buildout is underway — and optics sits right at the centre. Most investors are still focused on the headlines. But the real opportunity may lie deeper in the stack.

The SpaceX IPO isn't really a space IPO

Everyone thinks the SpaceX IPO is about rockets. It’s not. Buried inside the deal is something far bigger — a fast-emerging financial platform that just did $1 billion in trading volume in three days… And almost nobody is paying attention.

Melt-up in stocks when pump prices melt down

The Strait of Hormuz is shut. Markets are bracing for chaos. But prices and capital flows are telling a completely different story.

The company taking on Nvidia’s next frontier

AI isn’t slowing down, it’s shifting. From training to inference, from hype to real-world deployment, the next phase is already underway. One company just made a move that could change the balance of power.

The $1.25 trillion business hiding inside Amazon

Amazon’s $200 billion AI bet is grabbing attention. But behind the chips and infrastructure, a far bigger shift is unfolding — one tied to resources, energy, and government spending that most investors are still missing.

The crypto IPO class of 2025 are trading at bargain basement price

CoinShares started trading on the Nasdaq last week. A profitable crypto asset manager, every year since 2014, now publicly listed in the US after merging with a SPAC (Special Purpose Acquisition Company).

Chaos in the markets… I’m leaning in

Global tensions are rising. Energy prices moving all over the place. The Fed back to sounding hawkish.

Three companies… $3 trillion… And a race most investors are missing

The biggest IPO wave in history is forming. But by the time these companies list, the easy money may already be gone. The real opportunity sits elsewhere.

Spies, stolen blueprints, and an $8 billion machine order that explains AI’s future

Somewhere in Shenzhen, inside a heavily secured facility, a team of engineers working under fake identities has been trying to reverse-engineer one of the most…

Truths, half-truths, and outright lies

48 hours was the deadline to open the Strait of Hormuz. Then, just one hour before markets opened Monday, President Donald Trump said deals were getting done, negotiations were taking place, and there would be a five-day pause on strikes…

Jensen’s shopping list shows you exactly where you need to invest

I livestreamed Jensen Huang’s GTC 2026 keynote on Monday, with some live commentary.

Watch: What happens when supply lines break

War in Iran is already reshaping global supply chains and it’s starting to hit where it hurts most: energy costs.

Mark Zuckerberg redefined global warfare in 2017

Everyone’s focused on the companies building next-gen weapons and AI-powered defense systems. But the real opportunity sits deeper in the supply chain, where critical metals are becoming the ultimate bottleneck.

LIVESTREAM Alert: Nvidia GTC 2026 hosted by Sam Volkering

I wanted to let you know that I’ll be hosting a livestream of Jensen Huang’s Nvidia GTC 2026 keynote at 6 pm tonight, Monday 16 March.