Investing

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Why Money Is Leaving Bitcoin for Hyperliquid

Investors pulled a record amount of money out of the spot Bitcoin (CRYPTO:BTC) ETFs in June. Meanwhile, over the same month, Hyperliquid’s new ETFs kept taking money in and have never had a losing…

Sam Daodu · 3 months ago

Where GitLab Fits in the AI-Driven Software Boom

GitLab controls the exact infrastructure AI coding agents need to thrive, yet the market has punished the stock harder than almost any peer. Understanding why that gap exists reveals something important about how investors…

Austin Smith · 3 months ago

How Cloudflare Is Positioning for the AI Era

Cloudflare just cut 20% of its workforce and called it a promotion, not a retreat. Whether that bet transforms the company into the backbone of an agentic internet or exposes a valuation built on…

Austin Smith · 3 months ago

How Cadence Design Systems Powers the Chips Behind AI

Every AI chip heading into a hyperscaler data center passes through a tollbooth most investors have never heard of. Here is why that chokepoint is quietly reshaping the economics of the entire AI buildout.

Austin Smith · 3 months ago

Why Camtek Sits at the Heart of Advanced Chip Packaging

AI accelerators are only as good as the packages holding them together, and one Israeli inspection company just secured commitments that suggest chipmakers are betting heavily on a single point of failure they cannot…

Austin Smith · 3 months ago

What Makes Fabrinet a Key Player in the AI Optical Supply Chain

Fabrinet builds the optical hardware powering AI's infrastructure boom without owning a single design, and that distinction has quietly turned a contract manufacturer in Thailand into one of the most critical bottlenecks in the…

Austin Smith · 3 months ago