semiconductors

Grow old enough and you have seen most movies before. You know the murderer. You know how it all ends. You know to run when the cat appears.

Michael & I discuss a variety topics, from his fund’s 80% performance this year to his thoughts on navigating the tech & biotech sectors.

Nvidia's strong earnings beat expectations, but a narrower margin and tempered guidance led to a 7% after-hours drop. Is it a buy?

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.

The growth of technology is a great thematic for investors, but requires deep insight into global technology supply chains, over cycles.

Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...

Murdoch sat down with Sunny Bangia, Global PM at Blackwattle on "The Rate of Change" to discuss his global equities insights.

Valuation - the key to investment

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.

Large language models shrink, and become more useful

Like all good investments, the devil's in the details.

The collapse of China chatter seems overcooked. The China A-share market now looks like a screaming buy, so I list my Crazy-Eight top picks.

The revolution in generative AI is just starting. Understanding the ecosystem can help you cast your net for opportunities.

Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.

As AI expands, new computing infrastructure will be needed and sigificant investment in AI chips, memory and networking gear.

Semiconductor rebound drives performance

From pick-and-shovel plays to major beneficiaries, here the Loftus Peak team name the stocks leading the pack on Artificial Intelligence.

Markets have been rough so far this year. The Dow Jones is on its worst losing streak since the Great Depression. Brent crude oil has been swimming above US$100/barrel...

Central banks have begun the task of normalising interest rates from historically low levels. The reason? Inflation. After backing away from describing inflation as...

Howard Marks' latest memo has dropped, and it's a doozy. Why? Well, the Oaktree Capital legend has applied his decades-long "obsession with the concept of the...