Mag 7

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Equities

Big tech’s ‘Agentic AI’ gamble: can massive spending deliver?

Tech giants are pouring billions into AI infrastructure. Is Agentic AI the innovation that justifies the investment — or a risky bet?
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Charles Ormond
Fat Tail Investment Research
Equities

Why this could be as good as it gets for big tech

Things are looking fragile for the big names, is the golden age of big tech behind us?
Charles Ormond
Fat Tail Investment Research
Equities

Where will capital flow after the Magnificent Seven party ends?

In July/August 2007 the ASX 200 plunged 12%. Bear Stearns had just liquidated two of its hedge funds. They had exposure to ‘collateralised debt obligations’. The...
Greg Canavan
Fat Tail Investment Research
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