Industrials & Infrastructure
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
Wall Street Is Finally Questioning the AI Spending Arms Race
For the better part of three years, there has been one rule in AI investing: Spend more. Investors largely rewarded…
ASX Waste Management Sector Analysis
Australia’s waste sector is quietly becoming an infrastructure trade Australia’s listed waste sector sits in a narrow but increasingly important…
SRG Global Shares Jumped 17%. The Order Book Wasn’t the Real Story
DAY-ONE MOVE (2 JUN 2026) +17% PRICE (9 JUN 2026) A$3.93 12-MONTH RETURN ~+139% NEW CONTRACTS A$1.85b FY27 EBITDA GUIDE…
The Hidden Monopoly Behind Global Shipping And Trade
If you stand at the Port of Los Angeles, you can see thousands of shipping containers stacked as far as…
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