-
Most Recent
Search Results
240 results for ipsu
Everyone Chased GPU Stocks, but Now AI Is Turning Elsewhere
There’s a fundamental change in compute needs thanks to the rise of agentic AI. Because AI agents are task-oriented, CPUs are the ideal fit for…
This Oil Trade Looks Smart — But Isn’t
Since the U.S. attacked Iran on February 28, investors have poured a net $685 million into USO alone, reversing a negative $682 million outflow since…
The AI Boom Is Running Into Physical Limits
AI bottlenecks drive the biggest winners. After GPUs and networking, new shortages may shape the next phase of the AI boom.
The Iran Conflict Is Reshaping Every Market Right Now
Markets are moving fast, but not every headline deserves a portfolio change. In this issue, we separate short-term war volatility from the longer-term forces still…
OpenClaw Is Everywhere – and It’s Changing the AI Trade
What is OpenClaw and why does it matter?… CPUs: what’s old is new again… more examples of supply/demand imbalances… how to invest today
Before Nvidia, There Was This Bottleneck
Tech booms create supply bottlenecks. From copper to AI metals, shortages can produce the biggest investment winners.
AI’s Next Bottlenecks Could Mint New Millionaires
In this guest essay below, Eric Fry explains how the first major bottleneck of the AI boom – a shortage of computing power – helped…
The Fed: No Surprises, Loads of Uncertainty
The Fed holds rates steady… plenty of unknowns as we look ahead… an area of the market acting independently of the Fed and interest rates……
The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.
After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute…
Why AI Could Drive Inflation Higher
In today’s Market 360, I’ll explain how AI is consuming enormous amounts of power, why demand will continue growing, why tech giants are investing hundreds…
CHAOS Economics Is No Longer a Theory
AI job displacement is accelerating. Layoffs, SaaS disruption, and policy shifts show the AI economy is already underway.
This 1990s Supply Shortage Created 800% Gains – It’s Happening Again
In the 1990s, the explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. The result…
The 1990s Supply Shortage That Created 600% Gains
As I’ve often said, the biggest gains during a technological revolution don’t always come from the companies building the technology itself. They often come from…
Traders Slam RIMM, Sony as Apple Unveils iCloud Service
Amid the Apple iCloud hype, RIMM and Sony are hitting new lows as Meade and IPSU rally to new highs.
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting
In this issue, I’d like to highlight another eight companies where insiders are selling. And show why today’s market might not be as robust as some…
Delta, Chinese Solar Stocks Sag to 52-Week Lows
European debt problems keep stock market guessing; Delta, JA Solar and ReneSola reach low points.
AI’s “Gray Swan” Risk
Block eliminates almost half of its workforce… Luke Lango’s forecast for how high unemployment will go… two ways the AI trade gets a haircut… the…
The Shadow Grid: Big Tech’s Quiet Takeover of America’s Power
AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.
The Next AI Gold Rush Is Inside the Data Center
The AI boom moves through bottlenecks – GPUs, cooling, power. The next constraint may be data center networking.
As Volatility Flares Up Again, Strengthen Your Portfolio
Spreading investments internationally reduces reliance on the U.S. alone and can smooth overall returns over time. Plus, some markets outside the U.S. may offer cheaper…
AI Is Killing Buy-and-Hold Investing. Here’s What Replaces It.
AI trading and algorithms now dominate stock markets, accelerating volatility and forcing investors to rethink traditional strategies.
What Big Tech’s White House Meeting Means for the Next Stage of the AI Boom
The AI boom is no longer just a software story; it is an infrastructure arms race.
The Businesses That AI Can’t Replace
The predictive “edge” Jonathan Rose is using today… watch for the “gaps”… our AI Revolution experts say more software pain is coming… where to hide…
2 – 10 of 240 results
