Investment trends

Where the investing world is heading

One theme a month: what the big trend is, who is involved, what the real numbers say and the risks to know. Summaries are free; full reports are for Pro members.

For education only, not a recommendation to buy or sell anything. Popular trends may already be priced in, and can be riskier than they look.

3 Oct 2026AI research

AI Supply Chain Explained: Chips, Data Centers and Software, With the Bull and Bear Cases

Gartner forecasts worldwide AI spending of $2.67T in 2026, up 49.5% from about $1.79T in 2025, and most of it goes to infrastructure. Hyperscaler capex guidance of roughly $700–745B, Nvidia's $96.2B quarter and TSMC's revenue growth show the money reaching chips and foundries. The bear case rests on cyclical, price-led memory growth, heavy spending against rising depreciation, customer concentration, and a gap betwee…

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