Oracle Takes a Tumble as Investors Get Jittery About AI Spending
The risks are real; the market is right to price them into calculations
Brad Casemore
Trump’s China Reversal Gives Nvidia a Hollow Victory
The chip has sailed
Why It Would be Madness for Google to Compete Directly Against Nvidia
For whom the AI chip tolls
It All Makes Sense Now: New Brain Research Says Adolescence Ends at 32
Now I have a scientific excuse for aimlessness and underachievement
Battling November Gloom
Things Considered and Rejected Amid Seasonal Restlessness
Navigating Moats and Gaps
All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative
Technologies Change, but Market Behavior is Remarkably Consistent
AI is in the spotlight, but human psychology determines market cycles
Why Vigilance is Particularly Necessary Now
Tech optimism can go too far
Decoupling Technologies from Market Bubbles
AI will outlive a bursting bubble
Parsing Arista’s Latest Results and Guidance
It’s all good, but the market is ravenously hungry