New Listings: The AI Trade Has Reached the Ceramic Capacitor, and Three Issuers Got There at Once
Somewhere deep in the AI supply chain sits a component roughly the size of a grain of rice, and...
• About Bernie Thurston
Somewhere deep in the AI supply chain sits a component roughly the size of a grain of rice, and...
Leverage used to be sold on excitement. It is now being sold on price.
Somewhere in the chain between the noise a cat makes and a leveraged fund on the New York Stock...
The ETF industry has quietly closed the loop on itself, and almost nobody noticed.
Berkshire Hathaway has paid exactly one dividend in its entire life under Warren Buffett, and the...
For a decade, the only way to own the interesting part of the space economy was to know a venture...
Two entirely separate product teams looked at the largest companies in artificial intelligence and...
The thematic fund industry has spent years asking investors to pick a future. It has now concluded,...
There is a species of asset manager whose entire intellectual position is that nobody can reliably...
Not chips. Not data centres. Not the power grid. Capacitors, the small components that sit on a...