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
The next market split is old commodities vs electrification
The cleanest way to read May 2026 is that markets are no longer trading one commodity cycle, but are trading…
Is Amazon an Undervalued Stock at its Current Market Cap of $2.9 Trillion?
Amazon at $270: A Great Opportunity from a numbers perspective Amazon trading at a forward P/E in the mid-20s is…
BHP Group (ASX: BHP): Equity Research
Summary Executive Summary BHP is a high-quality global mining company with strong exposure to copper, iron ore, steelmaking coal and…
Why oil’s latest surge looks more dangerous than the last one
The latest jump in crude is telling the market something more serious than “tensions are high.” The real message is…
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