AI Investing
2025 Market Outlook: Navigating AI, Economic Divergence, and the New Digital Frontier
2025 is defined by divergence. This market outlook explores the key themes: clashing central bank policies, AI’s shift to ROI, and tokenized assets.
From Classroom to Combat: The Investment Case for Drone Swarms and the Future of Defense
A high school project on “drone walls” reveals a profound shift in the defense economy, creating a new asset class for investors in AI and autonomous systems.
The $40 Billion Pivot: Why SoftBank’s Nvidia Sell-Off is a Masterclass in Strategy
SoftBank sold its Nvidia stake at the height of the AI boom. This post decodes the bold move, its link to the Arm IPO, and what it means for investors.