Capacitor supply chain bottleneck becoming big AI trade in the market
Trading on commodity cycles within the technology sector is nothing new, and it’s often associated with peak moments.…
Forget AI: One of the hottest trades right now is coffee
Coffee has become one of the best trades in the market lately, outpacing even artificial intelligence. Coffee futures…
The AI trade has left the hyperscalers in the dust. What will it take for that to change?
We are beginning to see the real weaknesses in these hyperscalers. Amazon , Alphabet , Microsoft and Meta…