(NBIS), (MSFT), (META) A friend of mine in the semiconductor world once remarked that GPUs had become so scarce that someone could make a living smuggling H100s across borders in diplomatic pouches. It was meant as a joke, although in that particular winter it felt a little too close to reality. Everyone was scrambling for […]
Blue Owl Capital Soars from Frozen Cakes to AI: A Trillion-Dollar Pivot Not long ago, Blue Owl Capital was a relatively new player in private credit, known for lending to midsize U.S. companies like Sara Lee Frozen Bakery. Today, the investment firm has executed a dramatic strategic pivot, emerging as a primary financier for the […]
(NBIS), (MSFT), (META), (NVDA), (CRWV), (UBER) If you blinked, you probably missed Nebius (NBIS) go from tech minnow to headline-snagging AI infrastructure juggernaut. In Q3 ’25, they clocked $146 million in revenue, up a dizzying 355% year-over-year. Wall Street yawned because it fell short of a $155 million consensus. But if you’re playing this game […]
(NVDA), (AMD), (AMAT), (ASML), (META) Last quarter, a senior AI architect I’ve known for years quietly left his plush post at Nvidia (NVDA). Where did he land? AMD (AMD). When the talent starts migrating, especially the ones who know how the sausage gets coded, you can bet they see the shift before the market does. […]
OpenAI’s top executives were engaged in a frantic damage control effort throughout Thursday, racing to contain widespread alarm over the artificial intelligence company’s financial strategy after its Chief Financial Officer, Sarah Friar, publicly suggested that the U.S. government could “backstop” the firm’s massive funding deals. The initial suggestion, made during an interview at a Wall […]
Global stock markets fell sharply this week amid mounting concerns that the extraordinary rise in the valuations of Artificial Intelligence (AI) companies may be cooling. A wave of selling swept across the U.S., Asian, and European markets, fueled by fears that tech valuations have become overheated and by warnings from major banking executives about the […]
(STRL), (PSIX), (POWL), (AGX) I’ll never forget this supply convoy I was part of in Iraq. We had all the shiny new vehicles with digital dashboards and enough electronics to make NASA jealous. But when we got hit, every fancy system went dark. It wasn’t the high-tech gear that got us moving again. Instead, it […]
In corporate boardrooms and finance departments worldwide, a silent revolution is underway, rewriting the script for how companies communicate their performance. Generative Artificial Intelligence (AI), the technology behind tools like ChatGPT, is increasingly being tasked with drafting sections of crucial financial reports—from the detailed footnotes to the narrative-heavy Management’s Discussion and Analysis (MD&A). This shift […]
The explosive rise of Artificial Intelligence (AI) stocks has been the defining narrative of the global equity markets since late 2022. Driven by the groundbreaking capabilities of generative AI—epitomized by models like ChatGPT and the relentless demand for the hardware that powers them—the sector has soared to valuations that defy traditional metrics. Companies central to […]
(NVDA), (AMD), (ORCL), (MSFT), (GOOG), (AMZN), (META) I bumped into an old trading buddy at the Whole Foods in Mill Valley last month. He runs infrastructure at one of the hyperscalers now, and while we were both reaching for the same overpriced organic coffee, he mentioned something that stopped me cold. “We’re not buying AI […]
