TL;DR The vast majority of AI companies are thin software layers built on top of someone else's technology, and their valuations don't reflect that fragility. Compute infrastructure and energy access are the real competitive moats in AI, not flashy consumer apps. AI...
1. Why This Fund Exists: Think about the companies that have most transformed your daily life over the past decade. A lot of them, when they were growing fastest and creating the most value, were private. That means only wealthy insiders, big institutions, and venture...
Key Takeaways Data Center Dominance: Revenue growth from $3B to projected $111B (FY20-25)¹ Market Leadership: Controls over 80% of discrete GPU market¹ Financial Strength: $31.4B cash vs $9.7B debt enables strategic flexibility¹ Technical Edge: CUDA platform creates...
Key Takeaways — Revenue Crushing It: Q4 2024 hit $200M (up 35% YoY), with full-year revenue reaching $693M¹ Beyond the Hype: World's largest clinical/molecular database spanning 34 countries¹ Smart Money Moving: Pelosi's options purchase triggered 40% two-day rally⁴...
As the AI chip race intensifies, AMD's steady execution and strategic positioning suggest the semiconductor giant is finally ready to step out of Nvidia's shadow. Key Takeaways — Morningstar raises fair value to $160, suggesting 28% upside from current levels Data...
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