GEN AI

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?

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?

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

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

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?

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

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

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?

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

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