In this section, I will have articles about the stock market and cryptocurrencies.
31 Aug 2026 3 minute read 0 comments Perfectionist25
This graph, showing the explosion in agent-based AI usage, speaks volumes. According to OpenRouter data, agent token usage has surpassed human usage, increasing 14-fold in a very short time to reach 7.3 trillion. Why is this important? Because when t...
26 Aug 2026 3 minute read 0 comments Perfectionist25
While Nvidia, AMD, and hyperscaler companies may be at the forefront of AI investments, ASML is one of the most critical companies behind this race. This is because ASML is at the heart of the lithography machines needed to produce the world's most a...
25 Aug 2026 3 minute read 0 comments Perfectionist25
While everyone's attention in the world of artificial intelligence is focused on the new models being trained in massive data centers, the real battle is being waged much more quietly and subtly. This battle isn't about training, but about "inference...
24 Aug 2026 1 minute read 0 comments Perfectionist25
If last year's value chain business was the memory sector, the optics sector is starting to take shape towards 2027. This week he supported that thesis with both a printed example and a policy catalyst. $AAOI | Applied Optoelectronics increased reven...
22 Aug 2026 2 minute read 0 comments Perfectionist25
Nvidia (NVDA) has taken an important step that could open the door to a new era in artificial intelligence investments. The company aims to create over $500 billion in financing capacity for artificial intelligence infrastructure by collaborating wit...
21 Aug 2026 2 minute read 0 comments Perfectionist25
$RKLB Rocket Lab announced a strong balance sheet and Stifel clearly evaluated this as a “beat and raise”. Revenue came in above expectations with $234 million and grew 62% year-on-year. While Non-GAAP Gross Margin was strong at 41.5%, EPS was slight...
20 Aug 2026 3 minute read 0 comments Perfectionist25
This is the #1 question investors are asking companies making big AI investments right now. While major technology companies are expected to spend approximately $750B on artificial intelligence infrastructure this year, they are also expected to earn...
19 Aug 2026 3 minute read 0 comments Perfectionist25
While memory and optics companies have been largely acting together on the theme of artificial intelligence infrastructure in recent months, the picture started to change in the last week. While optical stocks such as Applied Optoelectronics (AAOI),...
16 Aug 2026 1 minute read 0 comments Perfectionist25
When artificial intelligence is mentioned, chip giants like Nvidia immediately come to mind. However, powering these systems requires more than just processors. Power chips that manage electricity, data center infrastructure, industrial software, and...
13 Aug 2026 3 minute read 0 comments Perfectionist25
By 2026, the AI infrastructure market has completely moved beyond the raw hardware power race and entered a strategic phase managed by software ecosystems. While the TFLOPS values of hardware cards are converging on paper, enterprise infrastructu...
