The best non-AI trade of the decade might be hiding in your gym’s lobby. Gen Z — the largest consumer cohort in history — is making a quiet but seismic spending decision. They are not going to bars or spending Friday nights out at restaurants. They are paying hundreds of dollars a month for premium gym memberships, boutique fitness classes,…
I often refer to NVIDIA Corporation (NVDA) as the grand finale. That’s because NVIDIA is no longer just another semiconductor company. It has become one of the clearest gauges for the health of the artificial intelligence boom. Investors aren’t just looking for a simple earnings beat. They want proof that AI chip demand is still strong, that data center spending is…
Nvidia (NVDA) built a near-monopoly on AI compute. For the past three years, every major AI company— Alphabet (GOOGL), Meta (META), Amazon (AMZN), Microsoft (MSFT) — has relied on its GPUs to train and run models at scale. That worked — until the economics changed. So Big Tech isn’t just buying chips anymore. They’re building their own. This post originally appeared at InvestorPlace.
During the late 1990s and early 2000s, the tech boom triggered a surge in demand for critical materials used in electronics and networking equipment: The explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. But mining and refining capacity couldn’t expand overnight. The result was a classic supply bottleneck. But…
Welcome to the end of the world for Software-as-a-Service (SaaS) stocks – at least as we’ve known them. As a group, they have dropped more than 20% since late 2025. But here is the twist: This isn’t a macro problem. Unlike prior tech selloffs, this one isn’t being driven by tightening financial conditions or collapsing demand. What’s happening now is bigger than all…
Buckle up, fellow travelers on the information superhighway, because what we’re about to dissect is more than rumor… It’s a tremor on the financial Richter scale that may be so powerful, it could redefine “tech giant” as we know it. Forget the FAANGs, the Magnificent Seven, and whatever other cutesy acronym Wall Street cooks up this quarter. We’re talking about…
We have officially entered a new economic epoch, something academics call “structural adjustment” and doomers call “collapse.” I call it CHAOS Economics. In this new world, there are only two types of people: the serfs who work for the algorithm, and the lords who own it. We are witnessing the collision of two unstoppable forces moving in opposite directions. This post…
What if Warren Buffett’s one-time heir apparent showed you exactly where to put your money today… and he was going to back that roadmap with billions of dollars? That’s not hypothetical. In December, JPMorgan hired Todd Combs – one of Berkshire Hathaway’s key investment managers and the former CEO of Geico – to run a $10 billion investment fund focused…
There are certain leaders whose impact stretches far beyond their own companies – the kind of figures whose decisions can move entire sectors. Steve Jobs was one of them. His ideas changed how people lived. And they moved markets. Folks, today, that figure is NVIDIA Corporation’s (NVDA) Jensen Huang. His company powers the AI Revolution. And the AI Revolution is what’s…
The world’s best AI hardware maker – Nvidia (NVDA) – and the world’s best AI software developer – OpenAI – announced the single biggest deal in the history of artificial intelligence. In our view, it looks an awful lot like the Manhattan Project of AI… and it signals that the red-hot AI stock market rally still has plenty of runway left. So, we’ll explain why…