What happens when the world’s most powerful AI company loses the man who built it?
That’s the question hanging over Nvidia this week, as a scandal involving CEO Jensen Huang threatens to shake one of Wall Street’s biggest success stories.
But could the turmoil actually mark the beginning of something bigger?
Sam Volkering, our Investment Director, believes investors may be witnessing Nvidia’s very own “Apple moment,” a turning point that could reshape the company’s future.
And that’s just one of the stories we’re exploring this week.
From the surprising opportunities emerging as AI stocks tumble to the extraordinary ways artificial intelligence is changing what ordinary people can build, Sam examines why the next wave of technological growth could look very different from the last.
Meanwhile, Jim Rickards explores the dangers lurking behind hopes for peace, and a reported multibillion-dollar crypto heist raises fresh questions about digital asset security.
It’s been another extraordinary week for markets, technology, and investors.
Now, here’s what you may have missed this week.
Monday, 9 November 2026
A Chinese spy honeypot for the most powerful man in AI? – by Sam Volkering
Allegations surrounding Nvidia CEO Jensen Huang and a Democratic sweep in the US midterms have added fresh uncertainty to the AI trade. But Sam Volkering believes the market may be overlooking a major opportunity, as potential changes to energy infrastructure rules could accelerate the AI buildout rather than bring it to a halt.
Click here to read the full essay
Tuesday, 10 November 2026
The peace trade trap – by Jim Rickards
As AI stocks tumble and fear grips investors, Sam Volkering argues that doing nothing could be the biggest mistake of all. He explores how AI-powered investing can help cut through market noise, remove emotional bias and uncover opportunities others might miss. Plus, an exclusive interview with the “godfather of AI investing”.
Click here to read the full essay
Wednesday, 11 November 2026
A 12-year-old will build the next DeepMind – Sam Volkering
What can a 1990s video game teach us about the future of AI? Sam Volkering explores how rapidly improving AI models are transforming game development, product design, and manufacturing. And with AI infrastructure stocks taking a beating, he explains why the companies supplying computing power, memory, networking, and energy could offer extraordinary long-term investment opportunities.
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Thursday, 12 November 2026
I went 10x long SK Hynix on a Sunday – by Sam Volkering
A seemingly innocent job interview allegedly opened the door to a $6 billion Binance heist. Sam Volkering examines how the attack unfolded, why Bitcoin held up surprisingly well, and what it reveals about the risks of keeping crypto on exchanges.
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Friday, 13 November 2026
The biggest scandal in corporate history – by Sam Volkering
Jensen Huang’s shock departure has thrown Nvidia’s future into question. But could losing its legendary founder actually unlock the company’s next phase of growth? Sam Volkering explores the scandal shaking the world’s biggest chip company, the parallels with Apple’s transition from Steve Jobs to Tim Cook, and why Nvidia’s next chapter could take it beyond a $10 trillion valuation.
Click here to read the full essay
