AMD

Meta AI Strategy

Meta's $100B AMD Bet Just Rewrote the AI Playbook

Feb 25, 2026

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11 min read

Meta's $100B AMD Bet Just Rewrote the AI Playbook

Inside the 6-Gigawatt Agreement That Sends AMD Soaring and Shakes Nvidia's Market Dominance

Andrew Green

AI chips & semiconductors

+10

TSMC Earnings. Taiwan Trade Deal. Why Greenland Just Became a Market Risk

Jan 16, 2026

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9 min read

TSMC Earnings. Taiwan Trade Deal. Why Greenland Just Became a Market Risk

What moved your money this week

Andrew Green

CES 2026

+11

Jan 7, 2026

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9 min read

CES 2026: Why NVIDIA and AMD's New Chips Could Make or Break Your Portfolio

CES 2026 exposed the companies that will own AI. Are you positioned?

Andrew Green

Elon Musk

Fed Cuts Rates. SpaceX Eyes $1.5T IPO. Powell's Replacement Is Already Being Picked

Dec 12, 2025

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9 min read

Fed Cuts Rates. SpaceX Eyes $1.5T IPO. Powell's Replacement Is Already Being Picked

From Powell's looming exit to a $1.5T SpaceX IPO and chip export lawsuits

Andrew Green

AI National Security

America’s US AI Action Plan. Why Your Portfolio Needs These 3 Sectors Before 2026

Dec 10, 2025

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6 min read

America’s US AI Action Plan. Why Your Portfolio Needs These 3 Sectors Before 2026

You Don't Need to Understand AI. You Just Need to Know Where It's Built

Andrew Green

Investors

+10

AMD & OpenAI Just Landed a Massive AI Deal: Here's What It Means

Oct 7, 2025

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8 min read

AMD & OpenAI Just Landed a Massive AI Deal: Here's What It Means

Wall Street is reacting, but the real story is just unfolding.AMD's historic deal with OpenAI is just the beginning

Investors

+19

Aug 11, 2025

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5 min read

Trump's Chip War: What NVDA & AMD Investors Must Know Now

An exclusive analysis of the proposed trade policies