To The Moon

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The AI bubble question finally got answered by the man who’s helped fuel the frenzy—and his response suggests investors worried about a 2000-style crash might be missing a fundamental shift that’s already reshaping how the world computes.Nvidia Corp. CEO Jensen Huang addressed speculation about an AI bubble during a panel at the 2025 U.S.-Saudi Investment Forum last week, delivering a three-minute answer that focused less on market valuations and more on irreversible technological transformations already backed by trillions in global capital.Huang’s argument starts with a hard constraint in computer science: Moore’s Law, the decades-long trend of doubling transistor density every two years, has plateaued. This isn’t a temporary slowdown—it’s a structural problem creating a widening gap between exploding demand for computing power and the industry’s ability to supply it through traditional chips.“This isn’t speculation—it’s a fundamental challenge driving the need for new computing par

Growing concerns that Strategy Inc. may soon be forced to sell part of its roughly $56 billion Bitcoin holdings if prices continue to decline have weighed on the company's shares, which fell in...

Quantum shares tumbled. BTQ down 15%; QBTS, QUBT down 7%; SEALSQ down 6%; Quantum Corp down 5%; Rigetti and Arqit down 4%.

Quantum stocks jumped again in overnight trading. Quantum stocks surged last week, as strategic government partnerships and new applications for the technology have fueled fresh investor interest....

Now is the time to get in on semiconductor stocks.The growth of artificial intelligence will continue for years, so it makes sense to buy the shares, which have found their footing after a recent decline.The VanEck Semiconductor exchange-traded fund, which offers a relatively pronounced tilt toward AI semiconductor companies, has been a star, with a gain of more than 200% over the past five years. It peaked at almost $302 in August, dropped to $286 this week, and has now inched back up to $291.That is an important movement. The mid-$280s area is where buyers have consistently come in to buy brief dips since early July. The fact that the buying support re-emerged in the same area this week shows the market is still willing to pay up for these companies.Another positive sign is that Broadcom's second-quarter sales and earnings beat expectations. Sales of chips, the largest driver of growth in the quarter, comprise the majority of the business, and were stronger than anticipated, yielding