(AVGO), (CSCO), (META), (INTC), (NVDA), (AMD) I was having coffee with a semiconductor engineer last week when she mentioned something that made me pause mid-sip. “Everyone talks about Nvidia’s AI dominance,” she said, “but half the infrastructure running their chips comes from Broadcom (AVGO). The problem is, nobody’s asking what happens when the music stops.” […]
Category Archives: Mad Hedge AI
15
Sep
Sep
(NBIS), (GOOG), (MSFT), (BDCC), (CRWV), (SHOP), (NET) Did you know that before Nebius (NBIS) became the AI infrastructure darling trading at astronomical multiples, it was actually part of Yandex, Russia’s answer to Google (GOOG)? When geopolitical tensions made that relationship untenable, the company essentially reinvented itself as a European AI infrastructure play. Talk about making […]
12
Sep
Sep
(ADBE), (IBM), (MSFT) Last weekend, while helping my daughter with her college design project, I watched her struggle for two hours with some free photo editing software that kept crashing. When I suggested she try Adobe (ADBE), she rolled her eyes. “Dad, that costs actual money.” Fair enough. But 30 minutes after she finally broke […]
NEW YORK – Goldman Sachs is signaling a significant shift in the artificial intelligence (AI) stock landscape, cautioning that the freewheeling, broad-based rally of the past few years is likely over. In a new note, Goldman Sachs US equity strategist Ryan Hammond warns that the market is entering a more discerning phase, where investors will […]
(BABA), (AMZN), (TCEHY) You know what reminds me of my first trip to Shanghai in 2019? Walking through those gleaming shopping districts, watching everyone glued to their phones, ordering everything from bubble tea to designer handbags with a few taps. I kept thinking: somebody’s making serious money off this digital frenzy. Turns out, it was […]
29
Aug
Aug
(META), (GOOG), (AMZN), (MSFT) So there I was last weekend, trying to help my neighbor Harold set up his first Facebook (META) account because his granddaughter insisted he needed to see her college photos. Harold is 78, still writes checks at the grocery store, and considers his flip phone a marvel of modern engineering. Watching […]
(MSFT), (AMZN), (GM), (META), (GOOG), (NVDA) The AI world just had its equivalent of a weekend in Atlantic City, and when the smoke cleared, roughly $15 billion had changed hands. Now, I’ve been around long enough to remember when venture capitalists thought $100 million was real money, so watching Elon Musk casually raise $10 billion […]
Argentina’s financial sector is in the midst of a profound transformation, driven by a unique blend of economic necessity and technological innovation. For decades, a history of high inflation, currency controls, and economic uncertainty has shaped a complex environment where traditional banking models have struggled. This has created a perfect storm for the rise of […]
In the history of transformative technologies, the line between genuine revolution and speculative frenzy is often blurred. The current artificial intelligence (AI) boom, with its dizzying pace of innovation and even more dizzying valuations, is no exception. At the very epicenter of this phenomenon sits Sam Altman, the CEO of OpenAI, a company that has […]
(AMZN), (MSFT), (META), (GOOG) Back when I was covering the tech beat in the nineties, we thought we’d seen it all. The internet changed everything, sure, but at least we understood what was happening. Companies were moving their businesses online, people were buying books from Amazon (AMZN) instead of driving to Borders, and my kids […]