AI & Tech

If robots don't sleep, why should markets close?

AI agents are starting to buy, sell and transact around the clock. Sam explains why crypto could become the financial rails they need – and why AI tokens could lead the next crypto bull market.

Avoid the Anthropic IPO at all costs!

The next wave of AI won’t just answer questions – it will work around the clock. James looks at why the rise of AI agents could send demand for compute soaring, and where investors might find the companies selling the infrastructure behind

Did Burnham just sink British AI as Trump watched on?

Britain has the talent to become a global AI powerhouse, but Sam argues high energy costs, regulation, and a failure to retain homegrown companies are driving opportunities elsewhere. From Stargate UK to Arm, he asks why Britain keeps letting its biggest technological opportunities leave.

Can AI actually find the best stocks?

Can AI really help you find the best stocks in the market? Sam explains how he built his own AI ranking and rating engine, what AI can’t do, and the crucial question most people overlook when building an investment system.

AI doomers don’t sleep in caravans

AI factories cost tens of billions to build, but the economics behind them could be far more powerful than the bears expect. Sam Volkering, Investment Director at Southbank Research, looks at rising GPU rental prices, the surprising longevity of older chips, and why any AI pullback could create opportunity.

Jensen Huang: “We're going to make sure that everybody wins”

AI doomerism has returned, sending some of the market’s biggest technology names sharply lower. Sam looks at why fear-driven sell-offs can create opportunity – and how Hyperion is cutting through the noise to find stocks with upside potential.

Everyone wants to own AI. But at what price?

AI may be the biggest investment story of our lifetime. But that doesn't mean every AI stock is a buy at every price. Monday’s sell-off raises a much more interesting question: Can you position yourself for the AI boom without simply buying at today's price and hoping for the best?

AGI is here… and 400,000 GPUs are right behind it

OpenAI's latest model has Jensen Huang declaring that "AGI has arrived." Sam Volkering looks at the accelerating shift from AI that answers questions to AI that does real work – and why that could unleash another wave of demand for compute, memory, storage, and power.

Can Apple become a US$10 trillion company?

Tim Cook just ended one of the most extraordinary runs in corporate history. During his time at the top, Apple went from a company worth…

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.

Central bank stockpiling gold and overthrowing the PM?

Nick Hubble and Sam Volkering examine how turmoil in the bond market is reshaping gold, bitcoin and AI – and ask whether corporate debt now offers better value than governments.

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 world just changed. What happened?

AI is rewriting software, valuations, and entire industries at extraordinary speed. James Altucher looks at the developments reshaping the market – and why Sam Volkering’s newly launched Hyperion could give investors an edge in finding the companies benefiting from the upheaval.

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.

Being right about a bubble is useless if you're five years too early

Is AI really a bubble, or are the bears simply too early? Sam Volkering and Nick Hubble debate the risks behind the AI infrastructure boom – and how investors can stay involved without ignoring what could go wrong.

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.