Palantir is now trading at about 105x forward P/S ratio, making other best-of-breed cloud names like Cloudflare and ...

I’ve been watching the AI bubble inflate for months now — the unsustainable burn rates, the pilot projects that went nowhere, ...

This creates a rare market asymmetry: The public sees "bubble" and flees everything AI-related, while sophisticated capital is making precise bets on deflation survivors. Here are three investment ...

Gartner's November 2024 forecast warns that 40% of AI data centers could face power-availability constraints by 2027, underscoring the physical limits of AI expansion. The firm projects that AI ...