AI

Latest news and analysis on AI

The Pitch

AI providing horsepower for new wave of innovation

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.
Chris Conway
Livewire Markets
Funds

Why this fund manager's top AI position is in South Korea's leading memory chip maker

The growth of technology is a great thematic for investors, but requires deep insight into global technology supply chains, over cycles.
Pieter De Weerdt
Antarctica Asset Management
The Pitch

No need to look for needles, there's value across the entire AI stack

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.
+6
Chris Conway
Livewire Markets
Commodities

Nuclear energy trends in the US are bullish for uranium – Citi

Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!
BOE
DYL
+2
Carl Capolingua
Livewire Markets
Investment Theme

2 market-leading AI stocks yet to attract market-leading multiples

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%...
+2
Alison Savas
Antipodes
Commodities

Investing in the AI Energy Gap

Where there’s a crisis, there’s an opportunity
Charles Ormond
Fat Tail Investment Research
The Pitch

Understanding the greatest investment opportunity of your lifetime

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

Investing in AI: Where we see opportunities beyond Nvidia

When a great company isn’t a great investment
+7
Alex Pollak
Loftus Peak
Macro

Why I was wrong about NVIDIA

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.
Damien Klassen
Nucleus Wealth
Equities

AI adds to copper's perfect storm

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
BHP
MAC
+8
Mark Gardner
MPC Markets
Equities

In the spirit of the quant king

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

The opportunity in data centres explained

Strong share price momentum raises questions about investing in data centres. The below might help understanding the opportunity at hand
GMG
+2
Rudi Filapek-Vandyck
FNArena
Funds

Is it too late to invest in AI?

Valuation - the key to investment
+3
Alex Pollak
Loftus Peak
Funds

Nvidia’s AI world awaits

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.
+5
Alex Pollak
Loftus Peak
Funds

Separating fact from FICTA

Large language models shrink, and become more useful
+5
Alex Pollak
Loftus Peak
Equities

The chink in Nvidia’s armour that everyone missed

Like all good investments, the devil's in the details.
Charles Ormond
Fat Tail Investment Research
Equities

The 4 simple steps to unearthing great investment opportunities

In a complex market environment, this article provides a four-step approach to identify promising long-term investment opportunities.
+1
Andrew Macken
Montaka Global Investments
Equities

The Magnificent Seven stumble: cracks appear in market titans

Some of the major players are beginning to slow. Is this the start of a new broadening trend?
+3
Charles Ormond
Fat Tail Investment Research
Investment Theme

AI for Dummies: An Investor's Guide to NVIDIA and Artificial Intelligence

Nvidia's insane success raises big questions in AI's booming world. Is this a bubble or a new normal?
Greg Canavan
Fat Tail Investment Research
Commodities

From competitor to partner, AI joins forces with the Explorers

Will AI spark a new era of speculation in junior mining stocks? That's what former geologist James Cooper believes. Read on to find out why.
James Cooper
Fat Tail Investment Research
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