Nov 12, 2026
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7 min read
The leadership question is urgent. The financing question reaches far beyond NVIDIA.
Nov 11, 2026
Older AI chips are renting for more than they did new. The question is how much of that reaches shareholders.
Nov 10, 2026
9 min read
Chip stocks just hit their cheapest level versus the market in 23 years of data. Whether that’s a bargain or a trap depends on two numbers, and only one is on your screen.
Nov 9, 2026
10 min read
Wall Street read that as a contradiction. It isn't. It's the most useful clue the AI selloff has given us.
Nov 7, 2026
2 min read
I’m focusing on what they need next
Nov 6, 2026
Our new AI bottleneck ETF is now trading
