GEN AI

A Christmas special with a deep dive into why Generative Ai remains a growing tour de force for both enterprises, consumers, economies and investors. What’s in store for 2025?

Dec 12 2024

New research suggests Dicker Data is set to benefit by providing tools enabling business access into the rapidly expanding generative AI market

Dec 03 2024


After a post IPO car crash for investors, Nuix has turned the corner as it hits its AI straps and draws comparisons to US tech stock Palantir

Nov 08 2024

Growth in electricity demand from the secular development in data centres could be the driving factor which tips in AGL Energy’s favour

Nov 07 2024


Previous Stories

Rudi’s View: Traditional Value Is A Flawed Narrative

Jun 26 2024

The decade past has challenged the narrative that buying ‘cheaply’ priced equities are a starting point for guaranteed success. Why would the decade ahead be any different?


ESG Focus: Do Data Centres Threaten ESG Targets?

Jun 24 2024

Will Investors, data centre developers and operators be forced to tackle the challenges and opportunities arising from increased cooling demand and energy use in our generative Ai world?


Rudi’s View: GenAi, The Super-Megatrend, Part 2

Jun 20 2024

Part Two of this week’s deep dive into GenAi for Australian investors


Rudi’s View: GenAi, The Super-Megatrend, Part 1

Jun 19 2024

Part One of a deep dive into GenAi, the modern day industrial revolution


A Bite Of The “Refreshed” Apple

Jun 14 2024

Apple Intelligence has arrived and with it a whole new narrative around the extraordinary growth in market capitalisation and earnings being driven by generative Ai; what did Apple actually reveal to the market?


Amazing Nvidia Has Fans & Critics In Awe

May 27 2024

Nvidia didn’t save the markets, but it did silence the naysayers, for now. What may possibly lay ahead?


Part Three: Generative AI, Investing in the 21st Century Megatrend

May 14 2024

How are global Generative AI tailwinds impacting on Australian companies, and which stocks are in the sweet-spot to benefit?


Part Two: Generative AI, Investing in the 21st Century Megatrend

May 09 2024

A Megatrend like Generative AI creates an appealing top-down narrative, but how do investors understand the scope and size of the Generative AI market, alongside the opportunities versus the risks?


Rudi’s View: Opportunity In Data Centres

May 08 2024

Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…


Generative AI, Investing In The 21st Century Megatrend, Part One

May 02 2024

Fierce rallies in technology related share prices are eliciting calls of a new investment bubble a la Nasdaq 2000, but are such fears justified?



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