AI: This "Bubble" Is Stuffed With Money
If there's an inflating AI bubble, it's a bubble stuffed with money. NVIDIA's earnings on August 28th could burst it again and unleash a cash bonanza for investors.
Stock Market
Time To Pick Some Stocks
Time for some optimism: After the recent sell-off, let's call it a bottom and put together a stock portfolio.
Why The Rumored Delay Of NVIDIA's Blackwell GPUs is Unlikely To Be A Deal Killer
The rumors of a delay and design flaw in the upcoming Blackwell GPUs are unlikely to reveal a relevant problem at NVIDIA.
Choosing Google's TPUs Over NVIDIA's GPUs Is Like Choosing A Zeppellin Over A Jumbo Jet
Are NVIDIA's AI chips still "so good that even when the competitor’s chips are free, it’s not cheap enough", as Jensen Huang said in March? Short answer: In my opinion, yes, they are still "so good".
"Byzantine Rituals" Won't Help Against Tesla
Tesla embodies Elon Musk's vision of achieving the impossible against all odds. His ventures, from Tesla to SpaceX to his acquisition of Twitter, were initially ridiculed and criticized, but each ultimately triumphed.
DroneShield: The Answer To Killer Robots
The rise of small, weaponized drones has created a critical need for counterdrone systems. DroneShield has emerged as a leader with advanced AI-driven detection and non-kinetic neutralization technologies, securing significant government contracts and experiencing strong revenue growth.
According To Keras Creator François Chollet, Investments In AI Are "1000 Times Too High"
In an interview with Swiss Neue Zürcher Zeitung, AI researcher François Chollet criticizes excessive investment in AI and downplays its impact.
NVIDIA: No Bubble Yet
NVIDIA is selling the tools for the AI revolution, and every industry will gradually adopt AI, just as the software industry has. This would allow NVIDIA to not only maintain its current revenue growth rate, but even increase it.
Apple: Why The iPhone 16 Could Be A Breakthrough Platform For AI On The Edge
Apple's next generation of devices, and the iPhone in particular, could be breakthrough platforms for AI on the edge. Apple's lead in chip technology could put it at the forefront of a potential revolution in AI hardware.
Götterdämmerung: Has Alphabet Lost Its Edge?
This is the author's opinion only, this is not financial
Why You Might Not See An AI Stock Market Bubble Once It's Formed
The transformation of our economy and society by AI has only just begun. The question is whether we'll even be able to identify an AI stock market bubble once it forms - an argument based on George Soros's theory of reflexivity.