Technology Investing
The Triple Threat Shaping Global Markets: UK Politics, EU Strategy, and the AI IPO Boom
A look at three key global trends: Farage’s potential UK political deal, the EU’s ‘Made in Europe’ strategy, and AI firm Anthropic’s move toward an IPO.
Beyond the Headlines: Decoding the Puzzle of Today’s Global Economy
A deep dive into the global financial puzzle, connecting monetary policy, market lessons, and tech disruption to reveal a clearer picture for investors.
The AI Gold Rush: Why Asia’s Chip Titans May Be First to Feel the Chill
The AI stock market boom has inflated Asian chipmakers, but their hyper-specialization makes them more vulnerable to a downturn than diversified US tech giants.
From Flowers to Fabs: Japan’s High-Stakes Bet to Reclaim its Global Tech Crown
Japan is making a multi-billion dollar bet to revive its semiconductor industry, turning its “island of flowers,” Kyushu, into a global chip-making hub.
The Nvidia Paradox: Why a Booming AI Giant Can’t Calm a Jittery Stock Market
Nvidia’s blockbuster earnings failed to lift a jittery stock market, revealing deep-seated investor fears over inflation and the global economy.
The Trillion-Dollar Talent War: Why Soaring Salaries Won’t Solve the Chip Industry’s Crisis
The chip industry’s salary war is a temporary fix for a deep-seated talent crisis, threatening the future of tech, finance, and the global economy.
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.
The $80 Billion AI Gamble: Are Tech Giants Building the Future or a Bubble?
Big Tech’s $80bn AI spending spree divides investors. Is this a necessary investment in the future or a speculative bubble with no clear path to profit?
AI and the Economy: Separating Layoff Hype from Labor Market Reality
Are recent tech layoffs truly a sign of an AI takeover? This analysis separates economic reality from the hype, exploring the real impact on jobs and finance.
Beyond the Paycheck: A Tech Investor’s Guide to Building a Recession-Proof Career
A tech investor’s advice for new graduates is clear: think like an investor, not an employee. Prioritize long-term value over short-term gains.
Digital Sovereignty: Why a Single AWS Outage Exposes a Multitrillion-Dollar Risk to the Global Economy
An AWS outage highlights Europe’s risky over-reliance on US tech, exposing a multitrillion-dollar threat to the global economy and investment portfolios.
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.