Tech Pulse 22 Apr 2024 · 12 min read Tech Pulse: Big tech begins crucial earnings season Earnings season is underway as Tesla, Microsoft, Meta, Alphabet, Spotify, and Dell face a challenging macroeconomic environment and count on AI for growth opportunities. Read more
Investing 15 Apr 2024 · 4 min read Tech Pulse: Is this bear serious? Geopolitical risks, inflation, and a slowing economy create a gloomy outlook for markets, especially tech, but government stimulus could stave off a recession barring a major catalyst. Read more
Investing 24 Mar 2024 · 9 min read China Bans US Chips, Nvidia Shines, Reddit IPOs, Extropic Rises We dive into the implications of the Fed's interest rate decision, Nvidia's AI-focused GTC conference, and China's ban on US chips in government systems. Plus, Extropic emerges from stealth, and Reddit IPOs. Read more
ORCL 12 Mar 2024 · 7 min read Oracle is Flapping but will it Fly? Against all odds, that ancient, gritty, sluggish technology giant is finally emerging into the rarefied air of the cloud. Sure, it may be 16 years late to the party, but the important thing is it is actually happening. Larry Ellison is finally joining his billionaire friends in the sky. Read more
NVDA 27 Feb 2024 · 11 min read NVIDIA's Strategic Problem Nvidia faces an inevitable strategic dilemma despite its meteoric hardware success. While shifting to services opens new markets, direct competition with hyperscalers brings formidable challenges that threaten its dominance. Read more
GOOG 22 Feb 2024 · 5 min read Risking Ruin: How Alphabet's AI Bias Threatens Shareholder Value Alphabet's foray into AI, marred by ideological bias, poses a stark risk to shareholder investments and erodes trust in its technology. Read more
Investing 9 Feb 2024 · 11 min read Top 50 Investable Themes in AI for 2024 As AI and autonomous systems progress from novelties to major economic forces, where can we look for the most promising investment opportunities? Read more
Investing 2 Feb 2024 · 9 min read Why Alphabet Might Come Back to Win This Round of AI Google confronts disruption from advancing AI as it balances perfecting search’s enduring relevance while proactively architecting accreditation structures to unlock new revenue streams and cement crucial media relationships. Read more
Investing 30 Jan 2024 · 12 min read Investing in Long Waves: Capitalizing on Cycles of Creative Destruction Long waves of technological and economic progress shape modern history. The best investors ride these cycles of creative destruction, reaping exponential rewards by backing innovations early. Read more