110 days ago
I start with the Russia Ukraine war and BBC fake news and your comments, the Nvidia results and bubbles, then HC Slingsby and the AIM Casino's slow demise, Georgina Energy (GEX) and the FCA failing again and why Hemogenyx (HEMO) shows the FCA needs to ensure there are more prospectuses.
112 days ago
It is currently the bitcoin bubble that seems to be bursting, the AI bubble was flagged up by Lucian here last week, it is deflating too. You may find it easier to short the big US AI plays such as Nvidia, but if you are looking for a UK short here is one where my pal Evil Banksta is short and where I see the shares falling by at least 75% if not more.
124 days ago
Just to keep our own in house gold loon Nigel Somerville happy…
148 days ago
Lucian Miers wrote about this the other day and with AI hype at least partly responsible for the equities market bounce since the first Trump tariff sell off, it is surely a concern for us all. Now, with a look back to parallels with the dotcom boom and bust, Lucian flags up a video for your pleasure.
369 days ago
856 days ago
It has been the wonder stock of the year but is there a bear case for Nvidia (US:NVDA) as its market cap is now $1.2 trillion. Yes there sure is. Enjoy.