​Forget the old-school commodity playbooks. If you’re still valuing the world based on barrels of oil, you’re looking at the past. We are witnessing a fundamental pivot: Compute is the…

​ Disclaimer: This is not investment advice; this is simply an opinion as an individual retail investor. Samsung Electronics is on a tear. The global hunger for AI memory—specifically HBM4—has…

​Most people play the games; the pros buy the casinos. In Japan, giant trading houses called “Sogo Shosha” are the ultimate power play. ​The Money Hack: Imagine borrowing $100 for…

​If you’ve been following AI news lately, you’ve probably heard Jensen Huang mention a new bottleneck: inference. In plain English, while we used to focus on “training” AI to learn,…

​ ​1. The “Suit & Tie” Correlation 👔 ​Why do rental cars care about M&A? Because deals don’t happen over Zoom—at least not the big ones. A “hot” M&A market…

Imagine you have a special kind of digital money called Ethereum, or ETH. It’s not like the paper money you have in your wallet; it’s all on the internet. To…

The semiconductor foundry business is a unique and highly intricate model, one that transcends mere assembly or manufacturing. It represents a sophisticated blend of service and cutting-edge technology, where the…

So, back to the analysis on TSMC. If TSMC takes a stake in Intel fabs, it will gain access to state-of-the-art U.S. fabs at a fraction of the cost. It…

In recent times, there has been a noticeable trend of hedge funds increasing their investments in the S&P 500 (SPY).This trend is driven by several factors, including market momentum, concentration…

The most undervalued opportunity lies in connectivity. It is taken for granted. No, really, it is. Let’s just turn the clock back just 10 years. So, it’s 2014. Can you…