semiconductors

Michael & I discuss a variety topics, from his fund’s 80% performance this year to his thoughts on navigating the tech & biotech sectors.

Nvidia's strong earnings beat expectations, but a narrower margin and tempered guidance led to a 7% after-hours drop. Is it a buy?

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

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

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%...

Murdoch sat down with Sunny Bangia, Global PM at Blackwattle on "The Rate of Change" to discuss his global equities insights.

Valuation - the key to investment

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.

Large language models shrink, and become more useful

Like all good investments, the devil's in the details.