When Momentum Fades and Exhaustion Looms
Momentum always flags and falters eventually. It’s only a question of when it will happen.
Topic
News
A collection of 121 issues
What Data-Egress Fees Have in Common with Hotel California
Going Underground: The Strange History of Tech Billionaires and Their Bunkers
The title of this post pays homage to Going Underground, a song released by mod rockers The Jam in 1980. Some of the song’s lyrics, if you view them ironically and from a skewed perspective – and I’m always up for that assignment – could reflect the current sentiments of
Going Over the Top, Again
NVIDIA might beat the Street one more time later today, but the denouement of this market drama will follow a banal, hackneyed, and all-too predictable script. At some point, NVIDIA’s investor brigade will go over the top, if not later today then next quarter.
The Evolution and Future of the Celebrity CEO
I had an epiphany – though you can decide whether I was beguiled by a mirage – while reading a recent Wall Street Journal article that explored China’s penchant for CEOs to double as entertainers.
According to the article, the rise of the entertaining CEO derives from the hierarchical and regimented
The Accelerating Drive To AI Consolidation
By its very nature – technologically complex, resource intensive, often prohibitively costly to deploy and operate at volume and scale – AI is likely to host a rapidly thinning field of vendors and relatively early market consolidation.
AI Portents in Current Wave of Tech Layoffs
If we carefully monitor the job cuts in the technology sector, we will gradually gain more clarity on just how much AI will impact not just those businesses but, in the fullness of time (which is not that full amid the quickening pace of technological acceleration), all industries and organizations.
Promise and Peril: Railroads, Tech Stocks, and Otherworldly Executive Compensation
This is not an investment newsletter. I have neither the expertise nor the inclination to pose as an investment adviser. Like many people, I have no objection to money – I prefer having it to not having it – but I also prefer to spend the remainder of my days living life
On Intel’s Past, Present, and Future
Intel clung tenaciously to what made it great in an earlier era, and now it finds itself a diminished presence, struggling to regain lost dominance.
The Strategic Logic of the Equinix-NVIDIA AI Partnership
News of an AI partnership between Equinix and NVIDIA should come as no surprise. The two companies are bound together by complementary opportunities and common threats.