Magnificent Seven
Beyond the Magnificent Seven: Why the AI Revolution is Spreading to the Rest of the Economy
The era of Big Tech dominance is shifting. Discover why the market is rebalancing and what it means for AI, startups, and your tech career.
A Canary in the Coal Mine? Why Australia’s $200 Billion Pension Fund is Selling AI Stocks
Australia’s biggest pension fund is cutting stocks over AI fears. Is this a warning sign for the market, or a prudent move in a frothy environment?
The AI Gold Rush: Why the Smart Money is Looking Beyond the Magnificent Seven
The AI boom is bigger than the Magnificent Seven. Discover the “picks and shovels” companies in infrastructure, SaaS, and cybersecurity driving the revolution.
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?
Beyond the AI Hype: Why “Boring” Stocks Are Suddenly a Hot Topic in Tech
While the tech world obsesses over the AI boom, smart money is looking at “boring” consumer staples. Here’s why this trend matters for tech professionals.
Beyond Wall Street: Why the Real Value in Today’s Stock Market Is Overseas
The US value trade is a trap. Discover why smart investors are finding real value and robust returns in the overlooked stock markets of Europe and Japan.
Beyond the Grave: What 19th-Century Cemeteries Teach Us About Modern Finance and Infrastructure
London’s Victorian cemeteries offer timeless lessons for today’s investors on infrastructure, long-term value, risk management, and economic cycles.