Sam Volkering

The trade of 2026-27: Neoclouds

Bitcoin miners spent years accumulating the hardware and power infrastructure needed to chase crypto. Now AI companies are willing to pay far more for the same resources. Sam looks at the booming neocloud sector and why it could become one of the most interesting trades of 2026 and 2027.

Britain “grows” 0.1% while Nvidia builds a $500 billion asset class

Britain may be eking out economic growth, but productivity tells a different story. Meanwhile, US capital is pouring into AI infrastructure on an extraordinary scale. Sam Volkering explains why the real growth story remains across the Atlantic.

This could become the most valuable real estate on earth

Elon Musk's US$119 billion Terafab could become one of his most ambitious projects yet. And speculation around a free-electron laser points to an even bigger possibility for the future of AI chip manufacturing.

SK hynix and Sandisk had a party but Nvidia wasn’t invited

SK hynix and SanDisk have unveiled a breakthrough storage standard that could move data more than 400 times faster than today's SSDs. It may prove to be one of the biggest AI developments of the year.

SECURITY ALERT: Every Coldcard ever sold is now affected

A critical vulnerability affecting Coldcard hardware wallets has already been exploited, with thousands of Bitcoin addresses drained. We explain who's affected, how to protect your funds, and why this doesn't change the case for self-custody.

Why the market is misunderstanding the biggest buildout in history

AI stocks have lost more than US$1 trillion in market value. Here's why we believe the market is misunderstanding the biggest infrastructure buildout in modern history—and how we're buying it.

10 million Optimus robots a year will need this one thing

Wall Street is treating surging AI investment as a problem. But the companies building the future keep saying the same thing: demand is only just getting started.

Why 70,000% in Nvidia and AMD is no surprise

From Nvidia and bitcoin to quantum computing and robotics, Sam explains why spotting transformational technologies early has driven some of his biggest investment wins—and why asymmetric investing isn't about being right every time.

How you can be early to a $5 trillion market

Tesla's Optimus isn't the opportunity. The companies supplying the robot economy might be.

England wins the semi-final and the Falklands oil boom. 2-0 to England.

The real battle between Britain and Argentina isn't being fought on the football pitch. It's being fought over one of the world's most overlooked oil opportunities.

This is what’s happening while they’re fighting Count Binface

China landed a rocket booster, robots became more human, and Big Tech kept pouring billions into AI. Sam explains why the real investment story is happening far from Westminster.

AI will out-trade you, but can it out-invest you?

Bill Ackman took a question in Omaha that half my readers have asked me in one form or another: Will AI make the human investor obsolete? His answer, and the numbers behind it, give ordinary UK investors an edge most professionals would kill for.

Can England football save the economy?

Tuchel’s lot are through to the last eight, the economy just went backwards, the government is running dual Prime Ministers, and somewhere a Wetherspoon’s is about to have the summer of its life.

Is the government deliberately killing the UK property market?

Andy Burnham's housing plan raises a much bigger question: Is the government trying to fix the housing market – or fundamentally change it?

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.