
Alibaba and Tencent show China’s AI race is cheaper than America’s, not easier
Ruben Dalfovo
Investment Strategist
Micron just proved the memory boom is real, but so is the bill
Ruben Dalfovo
Investment Strategist
Adobe’s quarter was solid. The AI debate got louder anyway
Ruben Dalfovo
Investment Strategist
From databases to data centres: Oracle’s earnings reshape the AI trade
Ruben Dalfovo
Investment Strategist
Rheinmetall’s earnings show why defence is now a factory story
Ruben Dalfovo
Investment Strategist
Petrol shock, electric dreams: why the Iran war helps EV logic but not every EV stock
Ruben Dalfovo
Investment Strategist
International Women’s Day: the quiet rise of the female investor
Ruben Dalfovo
Investment Strategist
Broadcom and CrowdStrike: two earnings wins, one AI thread
Ruben Dalfovo
Investment Strategist
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