Independent thinking for complex markets and current events
via Phoenix Capital Research The AI revolution is changing rapidly. And those investors who are properly positioned for it will catch the next wave of extraordinary gains. 2023-2025 were the years of AI software dominance: the time in which Big Tech hyperscalers (AMZN, META, MSFT, etc.) and software as a service (Saas) plays dominated the space. The …
Robinhood $HOOD CEO Vlad Tenev at Token2049: “Tokenization is a freight train and it’ll eat the entire financial system. It really starts to get interesting when all of those assets, public and private, get on crypto technology.” 'The push to make it easier to trade real-world… pic.twitter.com/UACBNgGSiy — Wall St Engine (@wallstengine) October 2, 2025 …
https://www.bloomberg.com/graphics/2025-ai-data-centers-electricity-prices/ Electricity bills are going up around the US, but they’re rising even more sharply in areas located near data centers, according to an investigation into power costs by Bloomberg. The price of wholesale electricity has risen as much as 267% over the last five years in data center hot spots, according to the report, …
We see power demand from data centers more than tripling in 2030 vs. 2020 ChatGPT queries are 6x-10x as power intensive as traditional Google searches Goldman pic.twitter.com/B4zNSzqJfG — Win Smart, CFA (@WinfieldSmart) April 29, 2024
by TonyLiberty The US housing market is at its most unaffordable level in 39 years, with mortgage rates at record highs near 8%. Monthly principal and interest payments on a median-priced home have surpassed $2,500 for the first time since tracking began in 1975. Monthly mortgage payments now consume nearly half of the median household …
While Lufthansa has tried to do its bit to adopt sustainable practices, the company’s chief has said that switching the airline to green fuels like e-kerosene could come at a big price—half of Germany’s electricity supply. “We would need around half of Germany’s electricity to create enough of the fuels,” Lufthansa’s Carsten Spohr said at …