Hopium and Copium won’t cut it. You brought a spoon to a knife fight and paid the price of your...
Read moreWhile waiting for Nvidia earnings on Wednesday to determine the short-term course of the market, let’s see where the technology...
Read moreMany readers here may think I hate AI or believe it a fraud. That’s not true. It’s a useful tool....
Read moreWarren Buffett is sitting out the AI era. The Sage of Omaha, legendary chairman of Berkshire Hathaway, has been selling...
Read moreI was at a loss for what to do with myself, following the fall of democracy on November 5. Normally...
Read moreOctober was beautiful in Atlanta. It usually is. Football season, you know. But this one was especially fine. Highs in...
Read moreThe story of the 2024 election is obvious in hindsight. It’s a tech story. AI beat the cloud. Democrats ran...
Read moreI’m glad no one reads this blog because it means that what follows isn’t going to jinx it. Kamala Harris...
Read moreWhen a manager loses the trust of Wall Street, you can feel it. It hangs over the stock like a...
Read moreJensen Huang and his Nvidia AI chips have created a monster. The monster is “Artificial General Intelligence,” or AGI. Last...
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