2026.07.24
Decomposing the Value of Artificial Intelligence – What It Takes to Justify the Amount of Capex in AI
► The Real Ceiling on AI Deployment Is Social, Not Technical
► AI is an unstoppable technology trend that operates independently of capital market cycles
► Alpha Does Not Disappear –It Relocates From the Model Itself to the Human Who Orchestrates It
2026.08.03
Rotation Deepens: Dow and Nasdaq Converge
Following the Fed meeting and the start of the U.S. “Super Earnings Week,” major tech firms are set to report results. With expectations running high, investors are focusing not only on earnings but also on financing and capex...