Prop_AI

Who wins from the data centre build out
The Bubble Is in SaaS: The “Nokia Trap” Is Coming
Don’t assume LLMs will be forever – Custom Silicon Risk – GPU impact
AI Data Center Capital Deployment: 2015-2025 Analysis
Private AI discussion
Private AI Hardware Investment Analysis
When do the AI companies have fair value
How 2-3 Drug Discoveries Could Fund the Entire AI Revolution
At $800 Billion, Is SpaceX Undervalued?
In The Long Run China/Yuan May Win
Boom and Bust history of industrial Revolutions
The Operational AI Platform Market Space – (Are valuations frothy?)
AI as a Utility: The End of “Free” Intelligence
There is No Bubble / No Overbuild: AI Infrastructure Is Supported by the Revenue Chain
The AI Market Is Much Bigger Than We Anticipated – $800bn
Why OpenAI and Anthropic will own the Chip Business
The Fist Glimpse of the Death of Nvidia
OpenAI Could Become the World’s Biggest Chipmaker — And Dethrone NVIDIA
OPEN AI Just killed Chrome & Became the Shopping Leader (Watch out Amazon)
OMG – AI is MUCH bigger than even I dreamed !
The Secondary Market Shareholder’s Dilemma with Stock Based Compensation for Employees
CREDO vs ASTERIA LABS: KPI Comparison Side-by-Side
NVDIA fair market valuation
If ChatGPT, Claude, Gemini and Deepseek can’t handle 15 people and 3 courts, should we trust it with a Military Engagement?
The AI Token Killer: Why SaaS Valuations Are at
Anthropic 500bn -The market is surprisingly consistent in how it values hypergrowth tech.
Ukraine – Slower Than a Snail
Nvidia needs 1,000,000 x faster chips
Palantir: Growth Strong, But Valuation Upside Limited
Anthropic’s $170B Raise Could Set Off a Market Scramble to $200bn —Just Like OpenAI and CoreWeave Before It
What Anthropic’s $170 Billion Raise Could Mean for Its Secondary Market Value
Why GPT-5 Struggles Above IQ 130
The Case for a $700B OpenAI and $5.8T NVIDIA
Federateted Reasoning models just killed AMD and handed NVIDIA a Monopoly
Using Adjusted PEmR to Value Tech Companies Investing Heavily in R&D
Thinking Machines Lab: The $2bn One to Watch in AI’s Second Wave
Bitcoin in This Market Context
Positioning for Rotation: Record Cash & Steepening Yield Curve Demand Action
Google’s Real AI Risk: This Shift Is Happening Faster & Bigger Than the Market Thinks
WHY OPENAI’S HYPE IS FADING FAST
Informal Fun Investors Roundtable – 4 days – Lively EU City TBD, Late October
Why Nvidia has lots of room to run
Proof Deepseek copied ChatGPT
Which US Tech Wins With Tariffs?
Technological Nationalism – In a World Of Tariffs
5 Surprising UK Spring Not-A-Budget Facts
Why Nvidia and the AI train has just started
How YOUR Personality Became Public Property
Anduril Opening Factory in UK
The PayPal Mafia’s Evolution into Defense, Government Contracts, and Policy Influence
Deepseek may or may not have something but take it at face value?
2025 Outrageous Stocks

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