During the late 1990s and early 2000s, the tech boom triggered a surge in demand for critical materials used in electronics and networking equipment: The explosion of internet infrastructure, personal computers, and networking hardware meant the world suddenly needed far more metals than usual. But mining and refining capacity couldn’t expand overnight. The result was a classic supply bottleneck. But…
Welcome to the end of the world for Software-as-a-Service (SaaS) stocks – at least as we’ve known them. As a group, they have dropped more than 20% since late 2025. But here is the twist: This isn’t a macro problem. Unlike prior tech selloffs, this one isn’t being driven by tightening financial conditions or collapsing demand. What’s happening now is bigger than all…
Buckle up, fellow travelers on the information superhighway, because what we’re about to dissect is more than rumor… It’s a tremor on the financial Richter scale that may be so powerful, it could redefine “tech giant” as we know it. Forget the FAANGs, the Magnificent Seven, and whatever other cutesy acronym Wall Street cooks up this quarter. We’re talking about…
We have officially entered a new economic epoch, something academics call “structural adjustment” and doomers call “collapse.” I call it CHAOS Economics. In this new world, there are only two types of people: the serfs who work for the algorithm, and the lords who own it. We are witnessing the collision of two unstoppable forces moving in opposite directions. This post…
What if Warren Buffett’s one-time heir apparent showed you exactly where to put your money today… and he was going to back that roadmap with billions of dollars? That’s not hypothetical. In December, JPMorgan hired Todd Combs – one of Berkshire Hathaway’s key investment managers and the former CEO of Geico – to run a $10 billion investment fund focused…
There are certain leaders whose impact stretches far beyond their own companies – the kind of figures whose decisions can move entire sectors. Steve Jobs was one of them. His ideas changed how people lived. And they moved markets. Folks, today, that figure is NVIDIA Corporation’s (NVDA) Jensen Huang. His company powers the AI Revolution. And the AI Revolution is what’s…
The world’s best AI hardware maker – Nvidia (NVDA) – and the world’s best AI software developer – OpenAI – announced the single biggest deal in the history of artificial intelligence. In our view, it looks an awful lot like the Manhattan Project of AI… and it signals that the red-hot AI stock market rally still has plenty of runway left. So, we’ll explain why…
About a week ago, to little fanfare, the U.S. national debt crossed $38 trillion. Now, perhaps you’re scratching your head…“Wait, weren’t we just talking about hitting $37 trillion?” Yep – but that was in August. We then added another $1 trillion at the fastest pace in history outside of the Covid pandemic spendapalooza. But the speed of our mounting debt…
Rare earth metals are the unsung heroes of the modern economy. They’re essential for semiconductors, EVs, clean energy, defense systems… and most of all, for artificial intelligence. No rare earths, no AI hardware. No AI hardware, no AI Boom. And right now, China controls nearly the entire global rare earth supply chain — from mining to refining to processing. That’s a strategic chokehold,…
Our representatives in Washington can’t agree on the color of the sky. So, when 102 House Democrats broke ranks earlier this year and publicly supported President Donald Trump’s “Project Yorktown”, it sent shockwaves through the Capitol. So, in today’s essay: Let’s take a look… This post originally appeared at InvestorPlace.