Let’s analyze who is benefitting from AI today. It is clear that AI is revolutionary and will be here to stay. There winners though, aren’t completely clear.
Nvidia, which supplies GPUs (graphics processing unit) that power...
The Rise of Ecommerce
There is no question that the rise of ecommerce and the likes of Amazon have changed the way consumers shop. Online stores have a huge advantage in fixed rent costs as their dollar per square foot is much lower. Fulfillment...
This post may be more useful after reading SVB’s bank collapse post for context (blog posted 4/1/23). It’s interesting to see when one company’s stock falls to drag down an entire sector. In this type of instance, either the...
What happened to Silicon Valley Bank? Summary below!
Question: Why does the Silicon Valley Bank failure matter?
Answer: It is the second largest bank failure in US banking history based on deposits (by assets its #3 behind First Republic...
