technology investing
The Nvidia Paradox: Why AI Supremacy is a Double-Edged Sword for Investors
Nvidia’s AI dominance is unprecedented, but its singular exposure to sky-high expectations presents a massive risk. Is the stock a sure bet or a gilded trap?
Nvidia’s Trillion-Dollar Handshake: Decoding the AI Megadeals with Asia’s Tech Titans
Nvidia deepens its AI dominance by striking pivotal deals with Korean giants Samsung, LG, and Hyundai, reshaping the tech and finance landscape.
Inside OpenAI’s High-Stakes Reboot: Decoding the New Board and What It Means for Investors
OpenAI’s new board signals a major shift. We decode the restructuring, its impact on investors, and the future of AI governance and finance.
OpenAI’s Trillion-Dollar Gambit: Deconstructing the Financial Blueprint for AGI
OpenAI’s 5-year plan targets up to $1tn in spending to build AGI, using a mix of revenue, debt, and equity to fund this unprecedented tech endeavor.
Caught in the Crossfire: Europe’s High-Stakes Gamble in the Global Chip War
Europe’s chip strategy is faltering. The Dutch block of Nexperia shows how the EU is caught in the US-China tech war, impacting the economy and investors.