Archive

The Favela That Built Its Own Postal Service

If you're looking for oversized returns, focus your attention on international companies solving big problems...

Everyone's Blaming Inflation. The Real Culprit Is Ambition.

The 10-year Treasury yield is back on the rise, and the cause may surprise you...

This Search Leader Is Reclaiming Its Throne

AI-driven searches are strengthening this company's grip on user attention...

• GOOGL

The Rack Has Become the Data Center

One company has the tools to solve multiple data-center issues...

• NVDA
• VRT

How to Profit From the $1 Trillion Memory Crunch

Memory is one of the biggest bottlenecks of the AI build-out...

• AMAT
• LRCX
• MU
• NVDA

AI Is Running Into a Power Problem

Power is now becoming just as important to AI companies as chips and servers...

A Pocketknife, a Skeleton Crew, and 700 Server Racks

The "move fast and break things" mentality is a hallmark of Elon Musk's leadership...

• SPCX
• TSLA

The AI Boom Is Booked Into the Future

This company's improved outlook is a clear signal that the AI infrastructure cycle still has a lot of room to run...

• 005930.KS
• ASML
• INTC
• NVDA
• TSM

One Shovel Scoop and an AI Bottleneck

One poor scavenger with a shovel exposed how fragile this whole system was...

AI Is Stress-Testing Its Own Physical Infrastructure

As the AI boom marches on, data-center operators are rethinking everything...

• NVDA