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AI investing

A collection of 2 posts
ARM Is Quietly Becoming the Backbone of AI Infrastructure
Earnings

ARM Is Quietly Becoming the Backbone of AI Infrastructure

ARM is no longer just a chip designer for phones and PCs. It is quietly becoming the backbone of the AI revolution, powering everything from autonomous vehicles to robotics. I take a deep dive into their growth, strategy, and why investors are watching closely.
18 Feb 2026 4 min read
Investing in a World Driven by Headlines - When Narratives Move Faster Than Fundamentals
Macroeconomics & Geopolitics

Investing in a World Driven by Headlines - When Narratives Move Faster Than Fundamentals

Markets feel confused right now. Economic data is solid, inflation is cooling, yet fear is rising. At the same time, AI is seen as both the future and a bubble waiting to burst. Let's step back from the noise and focus on what truly matters for investors.
14 Feb 2026 6 min read
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