Sam Volkering

Not drugs in space... AI in drugs

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the drugs sailing through approvals, read on… AI Collision…

From Oil to Algorithms: Trump invokes the spectre of Roosevelt

Eighty years ago, Roosevelt secured America’s oil future with a secret handshake in the Middle East. Now, I believe Trump is trying to do the same—with AI. In this piece, I break down what I saw behind the headlines of his latest trip, why compute is the new crude, and what this shift could mean for UK investors like you.

Forget Chinese Chips, it's Silicon in the Sand now

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the Middle East buying, read on… AI Collision 💥…

First they ignore you, then laugh at you, then add you to the S&P 500

Coinbase just joined the S&P 500—making crypto officially unavoidable for every investor in an index ETF. Today, I break down why this milestone matters, how passive capital is being funneled into digital assets, and why we may be on the verge of a “Crypto Summer” no one’s ready for.

Drugs in space: the frontier of AI

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the robots launching, read on… AI Collision 💥 I…

Bank cards, ATMs, Tap to pay... is AI the next evolution in banking?

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the AI transacting, read on… AI Collision 💥 When…

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.

Big Tech Earnings: the AI boom rolls on!

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the profits cashing in, read on… AI Collision 💥…

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.

Zuckerberg’s master plan: AI everything

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to make Mark Zuckerberg “cool”, read on… AI Collision 💥 Mark…

Is Toyota the "next Tesla"?

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the robotaxis fighting, read on… AI Collision 💥 If…

Can Huawei out-Nvidia Nvidia?

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the chips flying, read on… AI Collision 💥 Trump…

Robots and bitcoin kickstart the SPAC mania of 2025

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the SPACs listing again, read on… AI Collision 💥…

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.

Exponential curve. Straight up.

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the smart glasses fitted, read on… AI Collision 💥…

Good Friday at AI Collision 💥

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the bunnies dropping eggs, read on… AI Collision 💥…

The age of Transformers. Yes, those Transformers

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s more than meets the eye, read on… AI Collision 💥 I want…

Chinese tariffs, chinese cars and a lot of what's coming next

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the much better looking cars on the road, read…

You were right! Trump's tariffs were temporary (except for China)

Welcome to AI Collision 💥, In today’s collision between AI and our world: If that’s enough to get the stocks record rebounding, read on… AI Collision 💥…