11 Jun 2026
SPCX Is Firing Up: 3 Businesses To Breakdown
After much anticipation, SpaceX (SPCX) begins trading tomorrow. The headlines will focus on the $2 trillion valuation and the likely significant volatility in the price once the SPCX begins trading. Before you decide whether to participate, it is worth understanding what you are actually buying, because SPCX is not one business. It is three very different businesses.
21 May 2026
Its Not Just Nvidia: Three Chips Power The Boom
When investors discuss the semiconductor chips driving AI infrastructure, they almost always key on Nvidia GPU chips. That’s not surprising, given the surge in Nvidia GPU revenue as we share below. Since 2024, GPU revenue has risen by over 1300% while Nvidia shares are up almost 400%. Nvidia has certainly played the lead role in designing AI chips, but there are other types of chips and companies…
