Brains to Brawn

Brains to Brawn While hyperscalers (Amazon -AMZN, Alphabet- GOOGL, Meta – META, and Microsoft – MSFT) and NVIDIA (NVDA) continue to command headlines and trillions in market valuation, the real stock market action has shifted toward smaller companies solving critical datacenter bottlenecks. The first AI bottleneck was Nvidia chips, the brains of AI, but the […]
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Target Practice

Target Practice The narrative surrounding Artificial Intelligence has shifted from growth opportunity to disruption fear. While 2024 and 2025 focused on the “AI winners” providing infrastructure, early 2026 has been defined by a sharp selloff in companies perceived as vulnerable to disruption by the rapid evolution of AI. Recently, the stock market has experienced some […]
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