Navigating Moats and Gaps
All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative
Topic
Algorithms
A collection of 34 issues
Technologies Change, but Market Behavior is Remarkably Consistent
AI is in the spotlight, but human psychology determines market cycles
A Tale of Three Earnings Reports: Microsoft, Alphabet, and Meta
One is at more risk than the others
Super Micro’s Latest Misstep, OpenAI’s Erotica, and Tech Sexpionage
“Dirty ChatGPT” is coming to town
Fall is Upon Us, but Tech Markets Feel the Heat
Is it really so different this time?
AI Doesn’t Worry Me, but the People Behind It Are Another Matter
It's a Powerful Tool in the Wrong Hands
It’s Mad, Mad World
Pointless AI Chess Tournaments, Trump’s CEO Tirades, and the Future of Work
Musk Endures an Annus Horribilis of HIs Own Making
This one is relatively long, but it’s also entertaining. You don’t get this piquant fare from an anodyne AI bot, so pull up a chair and enjoy the feast.
Addicted to the Digital Debris: What Day Traders and Stock-Market Analysts Have in Common
It's Harder than Ever to Step Outside the Flow and Make Sense of It
Some of Us Might be Done with AI, but AI Isn’t Done with Us
Despite the Hype, We Might Want to Prepare for Adjustments