Topic
technology
Everything our editor has picked under this tag, best first.
ai Semiconductors Are Gushing Cash… Here’s What’s Next in The AI Trade | Ben Pouladian
AI data-center expansion is constrained by energized land and construction labor, not GPUs.
The Monetary Matters Network
ai Every Layer of AI Is Losing Money!
AI developers, compute providers and many customers are losing money as adoption rises; OpenAI’s 2025 spending reached $34 billion.
The Monetary Matters Network
ai OpenAI Lost HOW Much?! 😳
OpenAI reportedly generated over $13 billion of 2025 revenue while spending $34 billion, pushing losses toward $21 billion as AI infrastructure and…
The Monetary Matters Network
ai Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
OpenAI lost $21 billion in 2025 as LLM training and inference costs outrun customer revenue, fueling claims that the AI boom is financially…
The Monetary Matters Network
growth The next AppLovin?
A still-hidden growth company is framed as a potential successor to AppLovin.
Nat Stewart - Stock Picking Newsletter
NETC short 2026-04-28 consulting Netcompany
Netcompany’s M&A-led expansion turned a high-quality Danish IT consultant into a more commoditized pan-European business.
Value Investors Club SLX:ASX long 2026-04-26 enrichment Silex Systems Ltd.
Silex Systems owns 51% of Global Laser Enrichment, the only company to achieve pilot-scale laser uranium enrichment; Cameco owns the remaining 49%.
Value Investors Club