Chinese authorities are holding preliminary meetings with top tech firms (Alibaba, ByteDance, Z.ai, DeepSeek) about restricting overseas access to advanced AI models, mirroring US restricti…

SK Hynix dominates HBM supply for Nvidia GPUs and shows explosive AI-driven financials, but trades at a deep cyclical discount (7x forward PE) because investors pattern-match to past memory…

Meta's deployment of image/video generation models to its consumer apps represents a massive new inference workload that could significantly increase GPU demand, as companies push generativ…

Investor Jeremy Gon argues most white-collar jobs are derivative constructs enabled by inflationary capital, not tied to survival needs; since human wants are unquenchable, the economy will…