Month: June 2026

Reader Mailbag – Growth in AI Usage

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I got a great question from “M” this morning. Copying his question and my reply here. Let me know what you think at IR@DeepKnowledgeInvesting.com or feel free to post your thoughts in the comments to this piece. From “M” First, you’re really putting out great stuff, and obviously, the input behind it is extensive and … Read more

5 Things to Know in Investing This Week – The Nvidia PC Issue

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Nvidia startles the CPU designers with plans to start selling Windows PCs with Spark CPUs and RTX GPUs. They’re aimed at high-end content creators and AI users. There may be some compatibility issues with the ARM-based processors, but it’s a positive to see more AI computing pushed to personal devices with fewer privacy issues. Uber … Read more

The Concerns about Bitcoin

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Bitcoin has a volatile price history. An article on Portfolio Lab says there have been 16 drawdowns of 20% or more in the past 16 years. There have been four crashes of 75% or more in the past 15 years plus another three of around 50% in that time-frame. That amounts to one 20% drawdown … Read more

5 Things to Know in Investing This Week – The Ugly Ferrari Issue

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Uber is trying to buy Delivery Hero. It would give Uber greater market access in Asia and the Middle East. PCE showed continued increases in inflation and GDP is weaker than expected. The Powell Fed never got inflation under control and the GDP numbers are polluted by wasteful government spending that doesn’t help US citizens, … Read more

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