AI Infrastructure Investment in 2026: HBM, Data Centers, Power and Liquid Cooling

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AI SEMICONDUCTOR INFRASTRUCTURE Beyond NVIDIA: The AI Semiconductor Supply Chain, Power Bottleneck and the Next Investment Opportunity A three-part analysis of NVIDIA, HBM, advanced packaging, networking, power infrastructure, cooling and the evolving AI investment cycle. PART 1 NVIDIA Is Growing Faster, But the Bigger Story Is the Supply Chain For the past several years, NVIDIA has been at the center of the artificial intelligence investment boom. The company started the AI revolution from the perspective of computing. Its GPUs became the engines powering large language models, generative AI applications, AI agents, inference systems, scientific computing, and increasingly sophisticated data-center workloads. But NVIDIA's latest earnings report suggests that the AI story has entered another stage. The important question is no l...

Gold vs Bitcoin: 5,000 Years of Value Storage vs a 21st-Century Digital Asset

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Gold vs Bitcoin ①②③|5,000 Years of Value Storage and a 21st-Century Digital Asset: What’s Different? Gold and Bitcoin are frequently compared. Both have limited supply and differ in character from fiat currencies issued by governments or central banks. However, simply calling gold “outdated” and Bitcoin “the new gold” is inaccurate. Gold is a physical asset that humanity has used for thousands of years. Bitcoin is a digital network-based asset that appeared in 2009. Their scarcity principles, storage methods, and price volatility differ significantly. So what are the differences between gold and Bitcoin as of August 2026? In this three-part series, we compare their origins, supply structures, storage and portability, volatility, institutional adoption through ETFs, and the current market tailwinds and risks. Part 1|5,000 Years of Gold and 21st-Century Bitcoin In an era of expanding money supply, why do people seek stores of value? The fiat curre...

SpaceX Stock After IPO: Is $135 Still a Buy in Late 2026?

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SpaceX Stock After IPO: Is $135 Still a Buy in Late 2026? SpaceX Stock After IPO: Is $135 Still a Buy in Late 2026? A deep look at the post-IPO journey, earnings, capital spending, lockups, and what $135 really means for investors. Part 1. After the Historic IPO – Why Did SpaceX Stock Return to Its Offering Price? On June 12, 2026, the global financial markets paid close attention to one company. Space Exploration Technologies, better known as SpaceX, listed on the Nasdaq under the ticker SPCX. The IPO price was set at $135. The initial offering size was around $75 billion, but after the full exercise of the overallotment option, the total amount raised reached approximately $85.7 billion. At the time, the company was valued at roughly $1.77 trillion. Many investors were excited by those numbers. It was the moment when Elon Musk’s company finally became available to everyday investors. The mood right after the listing was electric. Shares opened above $150 and at one...

Is the U.S. Dollar Losing Its Global Dominance? Macro Analysis

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Meta Description Is the U.S. dollar losing its global dominance? Explore de-dollarization, BRICS, IMF reserve data, Fed policy, global capital flows, and the rise of a multipolar financial system. Is the U.S. Dollar Losing Its Global Dominance? De-Dollarization, BRICS, and the Rise of a Multipolar Financial System One of the most defining questions in global financial markets today is the future of the U.S. dollar. Observing the structural shifts in foreign exchange markets over recent years, some observers have prematurely declared the end of the dollar-centric system. However, a rigorous analysis of actual data and cross-border capital flows reveals a different reality: the dollar is not collapsing. Instead, the global economy is entering a gradual phase of diversification, reducing its reliance on a single fiat currency. The core question investors must ask is not whether the dollar is dying, but rather: "Is the world really moving ...