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Recent Posts.

  • We see a slowdown in product launch cycles by frontier AI October 2, 2026
  • US hyperscalers clearly cooking their books August 17, 2026
  • Why we remain negative on AI names July 18, 2026
  • Markets looking increasingly complacent May 5, 2026
  • Is AI inflationary? December 28, 2025
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September 29, 2026
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Latest News

  • We see a slowdown in product launch cycles by frontier AI
    October 2, 2026
    Although the market currently doesn’t seem too bothered by what’s going on, it seems that the recent headlines from frontier AI labs are shifting from technical triumphs ...
  • US hyperscalers clearly cooking their books
    August 17, 2026
    With US earnings season out of the way, there are a number of AI-related issues specific to hyperscalers which are the engine of data centre spending that keep us awake ...
  • Why we remain negative on AI names
    July 18, 2026
    Why we retain key AI names in our short callsWe continue to advise being very cautiously positioned with our long picks mainly focused on some promising laggards left ...

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