investment

I had been covering the Internet for 9 years by late 1994. I like to say that’s the year the...

Nvidia is leading an AI Infrastructure boom. Cloud Czars, stuffed with cash, are buying equipment and software with both hands....

As an American, I was taught in elementary school that the 13th Amendment to the U.S. Constitution outlawed slavery. It...

The assumption of investors and most media is that the Cloud Czars are going to dominate the AI age. This...

Moore’s Law Makes Time More Valuable. That sounds simple, but it’s a huge deal. It also explains a lot of...

When a company loses its passion, when it tosses employee morale in the sink, it’s time to walk away. I...

Elon Musk insists he’s going to deliver Full Self-Driving, with help from China’s Baidu. The stock is rising as a...

The Artificial Intelligence (AI) hangover has begun. Both Nvidia and Meta Platforms fell 10% after earnings that beat street estimates....

There isn’t one AI market right now. There are two. One is real. One is fake. What people care about...

I wouldn’t buy shares in Tesla right now. I wouldn’t buy shares in any car company. There are two reasons...