Emerging / Alternative Sectors
The overlooked AI trade is the one that actually plugs it into the wall
The next AI trade may not be software at all
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Further Analysis & Commentary
OpenAI Australia Expansion Marks a New Phase in the Country’s AI Race
OpenAI has operated for two years as the defining force behind modern artificial intelligence, but until now, Australia has been…
Bitcoin Reclaims $90k as Liquidity, ETF Flows and Rate Bets Shift Market Sentiment
Bitcoin has climbed back above US$90,000, ending a month-long selloff that wiped more than US$1 trillion from digital asset valuations…
AI Funding Reality Check: From Capex Promises to Cash Flows
The AI trade hasn't broken; it's grown up. Markets are now asking the only question that matters for multi-trillion capex…
Bitcoin Slips Below $100k, Then Rebounds: Macro, Liquidity and Flows Drive the Tape
What Happened and Why it Matters Bitcoin slipped as much as 7.4% to about US$96.8k in New York before rebounding…
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