Investing Analysis

Can AI Data Centers Help Stabilize the Power Grid?

Backed by Nvidia and other top investors, Emerald AI, a startup, has developed software that enables AI data centers to reduce electricity consumption during...

Your Survival Guy: A Word on Trump’s Tariffs

Your Survival Guy is all about America First, and if President Trump’s tariffs move our economy in that direction, then give me more tariffs....

PPI Holds Steady in June; Annual Growth at 2.3%

The US Bureau of Labor Statistics reports that in June, the Producer Price Index (PPI) for final demand was unchanged, following a 0.3% rise...

Apple Deepens U.S. Supply Chain with Rare Earth Deal

Investopedia reports that MP Materials stock surged 17% after Apple announced a $500 million investment to secure a U.S. supply of rare earth materials....

EU Russian Gas Ban Faces Legal and Supply Challenges

The EU’s proposed ban on Russian gas, examined in The EU Proposal to Ban Russian Gas Imports: Roadblock More Than Roadmap by the Oxford...

Take Care of Your Money, and Yourself

We’re just over halfway through the year, and tariffs or no tariffs, it's been a good start. Does that mean we’re in for a...

Fueling Freedom: Why Energy Abundance Beats Climate Alarmism

Chris Wright, U.S. Secretary of Energy and a lifelong energy entrepreneur, outlines the Trump administration’s strategy of energy dominance as a driver of prosperity,...

Your Survival Guy on the Roof Deck at the Vanderbilt

Your Survival Guy was on the roof deck at the Vanderbilt Hotel yesterday after work. Long-time clients were in town, and we decided to...

Texas RE Report Warns of Rising Power Risks Amid Data Center Boom

The 2024 Reliability Performance and Regional Risk Assessment by Texas Reliability Entity (RE) highlights improved grid performance but warns of growing risks. Rapid load...

Tomahawk Ultra: Broadcom’s New Chip Speeds Up AI Data Processing

Broadcom has unveiled the Tomahawk Ultra, a high-speed networking processor designed to accelerate AI data processing by efficiently linking hundreds of closely located chips...