Dead cats and commodities both bounce

Governments have crushed resource production. Companies have under invested in exploration. But demand is about to spike. What could possibly happen next?

369% is simply a Tale of Two Chippies

Sam Volkering argues that if you want to understand the true force behind the AI boom—and where the next major gains could be hiding—you shouldn’t start with Nvidia or the usual tech giants. Instead, he says the answer is buried inside a single PC part that’s quietly soared 369% in nine months. In this issue, he reveals what that surge means for memory makers, critical metals suppliers, and UK investors hunting for the next phase of the AI trade.

“Made in China” is the opiate of the masses

Trump wants to divorce China. But China just amended its divorce law. Assets are no longer split 50/50. Instead, they are divided based on who contributed financially.