Archive

An AI Assistant for the Price of Dinner

Autonomous AI assistants could unlock a new wave of demand for low-cost computers...

• RPI.L

Invest Like Buffett Did

We have a deep respect for Buffett's belief in the power of this strategy...

How to Monetize the Next Ad Land Grab

ChatGPT is opening up a brand-new patch of digital real estate... and a massive race to monetize it...

• APP
• CRTO
• GOOGL

The Pair Trade That Simplifies the AI Puzzle

Investors could potentially profit from the imbalance between AI-proof and AI-vulnerable stocks...

• ACN
• CRM
• DOCU
• DUOL
• GS
• MNDY
• MSFT
• NET
• ORCL
• PANW

Data-Center Demand Was Bad Enough

These trends are all compounding how fast energy demand is set to rise...

• AMZN
• GOOGL
• META
• MSFT
• MTZ

The Grid Still Isn't Ready for AI

Our power grid is getting less resilient to shocks... And shocks might be exactly what we're about to get...

Dividend Cuts Are the Least of Our Problems

The AI boom is putting immense strain on America's electrical grid...

AI Isn't Ready to Manage Your Portfolio

While AI has a chokehold on Wall Street, it can't beat human judgment... At least, not yet. A recent Harvard-led study put "AI versus human investors" to the test. It looked at whether an AI algorithm could predict exactly what a fund manager was trying to do when buying, selling, or holding a stock. On […]

Don't Misinterpret the 'HALO' Trades

Investors shouldn't make decisions based on asset type alone...

• ADYEY
• AIQUY
• ASML
• DSDVY
• EADSY
• F
• INTU
• SEMHF

Look for the Industry 'Game Changers'

Once this company developed a better, more consistent advantage, everything changed...

• INTC
• NVDA