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News On Demand, For Those On The Go
War Is Good For Palantir; And Great For Oil Companies; AMD Continues Euphoric Run; SuperMicro The Icarus Of AI.
Earnings season is separating narrative from execution. Palantir is turning U.S. government demand and enterprise software growth into record results, AMD is proving that AI infrastructure spending is still flowing hard into semiconductors, Supermicro is trying to prove it can become a full-stack data center provider even with legal noise around it, and Chevron is showing that higher oil prices do not automatically translate into higher profits when war, timing effects, and s
5 min read
Apple Ups Their R&D Spend; Coinbase Eliminates Middle Management; Anthropic Is Paying XAI SpaceX For Compute; & Access Bank Loses Access To Foreign Holdings
Artificial intelligence is no longer just a product race; it is now showing up in spending ratios, layoffs, compute contracts, and bank balance sheets. Apple is putting more than 10% of revenue into R&D for the first time in at least 30 years, Coinbase is trimming 700 jobs to run leaner in the AI era, Anthropic has secured all of SpaceX’s Colossus 1 compute and is even thinking about space-based data centers, and Access Holdings is being forced to reduce its foreign stakes af
5 min read
Anthropic CEO Threatens SaaSpocalypse 2.0; NNPC Announces Revenues of $2 Billion Dollars; Samsung Joins Trillion Dollar Ranks; Nigerian Lawmakers Target MTN And Multichoice Licenses
Dario Amodei is sounding the alarm, warning that entire SaaS companies could “go bust” if they fail to evolve in an AI-first world. Closer to home, Nigeria’s state oil giant NNPC is showing early signs of reform-driven progress, with revenue worth billions. Meanwhile, Samsung Electronics has crossed the $1 trillion valuation mark. On the political front, tensions are rising as Nigerian Lawmakers calls for the revocation of licence for MTN Group and MultiChoice Group, followin
4 min read
The Economics of Snowfall
A Deep Dive Into Who the Economic Winners and Losers are during Snowfall "The weather outside is frightful.” Frank Sinatra I was working from home on a random weekday when I took a break to look at the view from my apartment and let my mind wander. Whilst I watched people penguin walk and cars all but crawl, I settled on an interesting thought: who benefits and suffers the most financially when it snows? That question led me down an incredibly fascinating rabbit hole, t
16 min read
Your "Investment" Is Probably a Gamble. Here's How to Know for Sure.
The Differences between Dice, Deals & Dividends; "The market can remain irrational longer than you can remain solvent.” John Maynard Keynes I commonly get consulted for investment proposals, whereby people are asking of me where I believe is best for them to deploy their capital in order to get a financial return, and the first thing that I ask [after strongly indicating that I am not a financial advisor, and the entire conversation isn’t financial advice] what their time
22 min read
From Manger to Markets: An analysis of Christmas’ Commercial Takeover
Has Capitalism Devoured Christmas? Underneath the bustle of the German Christmas markets, the pouring of mulled wine and hot chocolate, the wrapping of selected trinkets, and the voices of the choir singing Christmas carols, is the faint, almost imperceptible, constant pinging of successful transactions, whether it be Apple Pay, Google Pay, cash, or a physical card. That sound is the evidence of the “Golden Quarter” in full swing, and the silent prevalence of the second r
11 min read
War Is Good For Palantir; And Great For Oil Companies; AMD Continues Euphoric Run; SuperMicro The Icarus Of AI.
Earnings season is separating narrative from execution. Palantir is turning U.S. government demand and enterprise software growth into record results, AMD is proving that AI infrastructure spending is still flowing hard into semiconductors, Supermicro is trying to prove it can become a full-stack data center provider even with legal noise around it, and Chevron is showing that higher oil prices do not automatically translate into higher profits when war, timing effects, and s
5 min read
Apple Ups Their R&D Spend; Coinbase Eliminates Middle Management; Anthropic Is Paying XAI SpaceX For Compute; & Access Bank Loses Access To Foreign Holdings
Artificial intelligence is no longer just a product race; it is now showing up in spending ratios, layoffs, compute contracts, and bank balance sheets. Apple is putting more than 10% of revenue into R&D for the first time in at least 30 years, Coinbase is trimming 700 jobs to run leaner in the AI era, Anthropic has secured all of SpaceX’s Colossus 1 compute and is even thinking about space-based data centers, and Access Holdings is being forced to reduce its foreign stakes af
5 min read
Anthropic CEO Threatens SaaSpocalypse 2.0; NNPC Announces Revenues of $2 Billion Dollars; Samsung Joins Trillion Dollar Ranks; Nigerian Lawmakers Target MTN And Multichoice Licenses
Dario Amodei is sounding the alarm, warning that entire SaaS companies could “go bust” if they fail to evolve in an AI-first world. Closer to home, Nigeria’s state oil giant NNPC is showing early signs of reform-driven progress, with revenue worth billions. Meanwhile, Samsung Electronics has crossed the $1 trillion valuation mark. On the political front, tensions are rising as Nigerian Lawmakers calls for the revocation of licence for MTN Group and MultiChoice Group, followin
4 min read
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