AI

The growth of technology is a great thematic for investors, but requires deep insight into global technology supply chains, over cycles.

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.

Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!

Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...

Where there’s a crisis, there’s an opportunity

That's right, AI stands to be a once-in-a-lifetime opportunity. How much do you really know about it?

When a great company isn’t a great investment

One way to look at NVIDIA is it got lucky with crypto, then AI. But, NVIDIA is leveraging its luck into a game-changing future for tech.

We knew the energy transition would add to demand, but AI and data centers will push the supply-gap wider in a perfect storm for copper

Callum Newman of Fat Tail Investment Research explains how he uses algorithms to detect stress, risk and trades in the market