Tag: Nvidia
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The $1 Trillion AI Semiconductor Selloff: When Good News Became Bad News
Khan Capitals | June 2026 Key Takeaways A Record Week That Broke on Friday The AI semiconductor selloff of 5 June 2026 will be remembered for its violence, but the more instructive detail is what preceded it. On Monday 1 June the Nasdaq Composite closed above 27,000 for the first time. On Tuesday the S&P…
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AI Capex Boom: $600 Billion and Counting
Hyperscaler AI spending exceeds $400 billion and counting. The largest corporate infrastructure buildout since the 1990s telecom boom is reshaping the investment landscape from semiconductors to power utilities. How to navigate the gap between capex and monetisation.
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DeepSeek Shock: China’s AI Challenger Rattles US Tech Stocks
Nvidia loses $589 billion in a single session as a Chinese AI startup challenges the entire Western AI infrastructure thesis. What DeepSeek means for the semiconductor complex, the capex cycle, and the future of AI investing.
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The AI Bubble Debate: Are We in a Tech Bubble or a Revolution?
Nvidia briefly becomes the world’s most valuable company as AI capex exceeds $200 billion. The answer to the bubble-or-revolution question is: both, and understanding why requires a framework beyond the binary debate.
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Nvidia’s AI Supercycle: The Chip Stock That Became a Market Force
Nvidia adds $277 billion in a single session as data centre revenue grows 409% year-over-year. How the chip company that defined the AI revolution built the deepest competitive moat in technology, and what the risks are at these valuations.
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The Global Chip Shortage: From Cars to Consoles
Khan Capital | June 2021 Key Takeaways A single semiconductor can cost less than a dollar. Its absence can idle a $35,000 car. That asymmetry, invisible to most investors for decades, has become the defining supply chain crisis of the post-pandemic era. The global semiconductor shortage is now affecting an estimated 169 industries, from automobiles…