The artificial intelligence industry has experienced extraordinary growth over the past few years. Companies are betting hundreds of billions of dollars in GPUs, data centres and computing infrastructure, hoping to capture the opportunities presented by increasingly capable AI models.
However, recent volatility in technology stocks, particularly among AI infrastructure and neocloud companies, has raised concerns about whether the enormous capital being invested today will eventually generate sufficient financial returns.
Against this...
What if the biggest progress in my financial independence journey over the past three months wasn't how much money I made, but how my relationship with money has changed?
My portfolio has improved slightly, but there hasn't been any dramatic change in my overall financial position. There is still a long way to go before I can comfortably say that I have achieved financial freedom.
Interestingly, I have been spending less...
There's a particular kind of discomfort in watching QQQ climb week after week while your own portfolio quietly drifts the other way. That's exactly where I find myself writing this update. The index has been up — meaningfully — over the past three months. And yet here I am, in the red.
It would be easy to read that as a failure. I've learned to read it differently.
The rally I...
UiPath's stock has faced significant headwinds over the past year. Revenue growth has decelerated, concerns about AI disruption persist, and the share price has...
There hasn’t been a time when Tesla investors have been so divided. Many are urging Elon Musk to stay out of politics. Personally, I...
About Kelvin
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