When choosing where to allocate capital in the AI infrastructure super-cycle, the temptation to back a rising star like CoreWeave is undeniable. On the surface, it looks like the quintessential high-growth disruptor—born out of crypto mining, pivoted into GPU cloud services, and now positioned as the “AI-first cloud” with deep Nvidia backing. Yet when I weighed my options, I … [Read more...] about Why I Bought Nvidia and Not CoreWeave
Nvidia’s Antitrust Probe Is Really About TikTok
China’s decision to accuse Nvidia of violating anti-monopoly law after a preliminary probe may read like an arcane regulatory dispute, but the timing tells the real story. This is not about promises Nvidia supposedly broke when it acquired Mellanox Technologies in 2020. Those conditions have been on paper for five years, and Beijing could have acted on them at any moment. … [Read more...] about Nvidia’s Antitrust Probe Is Really About TikTok
AI Is Disrupting the Big Five of Consulting
For decades, the “Big Five” consulting giants—McKinsey, Boston Consulting Group, Bain & Company, Deloitte, and PwC—have enjoyed an unrivaled position as the ultimate advisors to governments, Fortune 500 companies, and financial institutions. Their business models thrived on armies of analysts, long engagement cycles, and the sale of hard-to-access knowledge distilled into … [Read more...] about AI Is Disrupting the Big Five of Consulting
Synopsys Stock Plunge: Anatomy of a 35% Collapse
The dramatic fall of Synopsys shares this week has stunned both technology investors and Wall Street analysts. Long regarded as one of the crown jewels of semiconductor design software, Synopsys was thought to enjoy the rare combination of high-margin licensing revenue, predictable subscription renewals, and strong leverage to the ongoing AI infrastructure build-out. Yet its … [Read more...] about Synopsys Stock Plunge: Anatomy of a 35% Collapse
GameStop Posts Surprise Profit, Strong Balance Sheet, and Rekindles Meme Stock Debate
GameStop (NYSE: GME) delivered a sharply improved second quarter that reignited debate over whether the company is finally turning a corner operationally or simply benefitting from the lingering meme stock aura. Net sales rose to $972.2 million compared to $798.3 million a year ago, while SG&A expenses were cut to $218.8 million from $270.8 million, showing meaningful progress … [Read more...] about GameStop Posts Surprise Profit, Strong Balance Sheet, and Rekindles Meme Stock Debate