5 Things to Know in Investing This Week – The It’s All About Semiconductors Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
#privatecredit
5 Things to Know in Investing This Week – The Datacenter Energy Issue
IBM pays $11B for Confluent and brings its real-time data streaming in-house. They’re aiming to integrate the AI cloud ecosystem across devices. Nvidia thinks it has a way to turn AI datacenters from something that stresses the grid to something that stabilizes it. This is the solution we’ve seen from many Bitcoin miners. Let’s hope … Read more
5 Things to Know in Investing This Week – The Dealing with our Feelings Issue
Quick announcement: I’ll be in Bangkok, Thailand for the next 1 – 2 weeks before returning to New York briefly. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out … Read more
