Sam Volkering

The end of an Apple era and the start of another $4 trillion

Apple’s next chapter could be driven by folding iPhones, AI-powered devices, and a renewed focus on engineering. But Sam Volkering believes the biggest opportunity may lie further down the supply chain… with the little-known component makers building the technology Apple needs for its next US$4 trillion.

A $5 trillion startup that you’re still early to

Nvidia’s latest results show AI demand accelerating, not slowing. Sam looks at the next phase of the buildout – from inference to memory – and the companies supplying the infrastructure behind it.

A chip in nine months is a meltup, not a meltdown

Hot Chips revealed an AI industry obsessed with speed – from Google’s new inference hardware to OpenAI designing its first custom chip in just nine months. Sam Volkering explains why accelerating productivity and a growing hardware shortage make him more bullish on the AI buildout, not less.

AI just won me an all expenses paid dinner

My AI footy tipping bot just won our competition with 70% accuracy. Here’s what that experiment taught me about Hyperion, human bias, and why I believe the sweet spot lies between machine intelligence and human judgement.

30x faster than Nvidia GPUs! Speed wins in AI

Cerebras, Etched, and Nvidia are pouring billions into the race to make AI faster. Sam looks at why inference could become one of AI’s biggest investment opportunities – and reveals that Hyperion has just surfaced its first new stock recommendation.

The most expensive thing you can do with AI is nothing

The CBI says an AI “execution divide” is already separating the leaders from the laggards. Sam Volkering explains why he thinks the same divide is coming to investing – and reveals how Hyperion is designed to put him on the right side of it.

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?