Technology Investing
The Unbreakable Monopoly: Why One Dutch Company Controls the Future of Technology
Discover how Dutch firm ASML built an unbreakable monopoly on the machines that power the global tech economy, a dominance markets cannot correct.
Nvidia’s Tightrope Act: Navigating the US-China Tech War for AI Supremacy
Nvidia navigates the US-China tech war by selling modified AI chips to China, a move with huge implications for investors, finance, and the global economy.
The Hundred Billion Dollar Question: Is Big Tech Building AI’s Future on an Outdated Blueprint?
The AI arms race is driving a $100bn data center boom, but experts argue a smaller, more efficient approach may offer smarter investment opportunities.
The Phoenix of Finland: How Nokia Rose from the Ashes to Power the AI Revolution
From mobile phone giant to AI infrastructure powerhouse, discover Nokia’s incredible reinvention and its landmark partnership with Nvidia.
Beyond the Hype: Why the AI Boom Is Not the Bubble You Think It Is
The AI boom’s spectacular valuations spark bubble fears, but this isn’t a dot-com repeat. It’s a foundational tech shift with real profits and substance.
Meta’s Llama: A Stroke of Branding Genius or a Costly AI Joke?
Does the name of Meta’s AI model, Llama, hint at a fatal flaw or a brilliant market strategy? We dive deep into its impact on finance and investing.
Trump’s AI Gambit: How a Pro-Tech Stance Could Reshape the US Economy and Investment Landscape
Trump’s threat to cut state funding over AI laws signals a major win for Big Tech, but what does it mean for the US economy and your investments?
The Great Decoupling: Why China’s ‘One-Way’ Tech Strategy is Redrawing the Global Investment Map
China’s “one-way street” tech strategy is reshaping global economics, posing new risks and challenges for investors, businesses, and financial markets.
The Triple Threat Shaping Global Markets: UK Politics, EU Strategy, and the AI IPO Boom
A look at three key global trends: Farage’s potential UK political deal, the EU’s ‘Made in Europe’ strategy, and AI firm Anthropic’s move toward an IPO.
Beyond the Headlines: Decoding the Puzzle of Today’s Global Economy
A deep dive into the global financial puzzle, connecting monetary policy, market lessons, and tech disruption to reveal a clearer picture for investors.
The AI Gold Rush: Why Asia’s Chip Titans May Be First to Feel the Chill
The AI stock market boom has inflated Asian chipmakers, but their hyper-specialization makes them more vulnerable to a downturn than diversified US tech giants.
From Flowers to Fabs: Japan’s High-Stakes Bet to Reclaim its Global Tech Crown
Japan is making a multi-billion dollar bet to revive its semiconductor industry, turning its “island of flowers,” Kyushu, into a global chip-making hub.