investment
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Welcome Warren! The world’s most famous technology sceptic is now an AI investor with huge investment in Alphabet. But at the same time warning that the tech giants leading the charge are trapped in an endless war of attrition.Google, Microsoft, and Amazon are pouring hundreds of billions into capital expenditure to stay competitive. Buffett calls…
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I bought Alphabet shares today for under $320 First purchase after I called it last year at $195 and it doubled this year hitting a high of $399 per share. It’s quarterly earnings were good, outlook solid but investors spooked by the increased investment in AI infrastructure. Having the infrastructure is key to long-term success…
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Jensen Huang is why we continue to hold Nvidia albeit a very small position now after delivering ~1,000% return to investors in three years. Jensen (CEO of Nvidia) on the Joe Rogan Experience, dropped one of the most incredible founder stories I’ve ever heard. It’s a masterclass in integrity, tough conversations, and strategic pivots. Back…