Martin Shkreli (who started a photonics company) on the MTS Live postcast, makes a strong case that photonics could handle matrix multiplication and potentially reshape compute, but also saying it could take 20 years to fully figure out. If that’s ...

I am bearish on Tesla (TSLA) near term because pricing pressure and softer EV demand are starting to weigh on volume growth. The market still seems too optimistic about quarterly deliveries relative to current demand conditions. My view is that Tes...

I think NVIDIA (NVDA) still has more upside because hyperscaler AI spending has not slowed down, and demand for its Blackwell systems looks stronger than the market is pricing in. The main driver here is data center revenue growth and continued ma...

Nvidia gets the headlines. SK Hynix gets the money. Every Blackwell GPU runs on HBM3e memory. SK Hynix supplies most of it — 62% of the global HBM market. They've locked in two-thirds of Nvidia's HBM4 orders for Vera Rubin, the next GPU generation....

It feels like we’re in a regime where how fast a story spreads matters more than how true it is. In prior cycles, price discovery was slower. Fundamentals had time to matter. Bad businesses eventually bled. Good ones eventually attracted capital. T...

Most AI discussions fixate on visible products. Chatbots. Copilots. Consumer features. That framing misses where durable power and profits actually accrue. Amazon is not trying to win the AI narrative war. It is positioning itself as the place wher...

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