See what the world's top investors are buying and saying

This piece says AI has moved from hype to a 'bar mitzvah' moment where it must prove it can make real money. The author, Damodaran, is cautious because AI companies have invested $1.7 trillion but onl…

This report covers the gold mining industry. The author is cautiously optimistic: despite falling gold prices and rising costs squeezing margins, miners still have strong cash flow and generous shareh…

This interview argues that capital, not computing power, may be the real bottleneck in the AI race. Ben Thompson says the US winning AI completely would be dangerous, and the current 6-9 month gap wit…

This report covers Patient Capital's fund performance for the week of August 7-14. The fund fell 1.28%, lagging the S&P 500's 0.39% gain. The manager's view is that the market is very picky: companies…

This report says the recent AI chip stock sell-off is a technical correction, not a fundamental downturn, and the author remains bullish long-term. The author thinks the market overreacted, as Google,…

This report says memory chip companies like Micron are making huge profits now (revenue $41.5B, 85% gross margin), but the author thinks it's just a temporary shortage. Once new factories come online, prices will crash—it's happened three times before. So the author doesn't own Micron and instead bought more Arm and KLA during July's chip stock dip. Arm designs chips for phones and data centers, benefiting from AI growth; KLA makes inspection equ…

This article says the July sell-off in AI infrastructure stocks was mostly about positioning and emotion, not a change in the long-term story. AI computing demand remains strong, so the fund stays bullish. Three key holdings: Astera Labs (makes chips for connecting GPUs, revenue doubled), BESI (chip packaging equipment, revenue up 69%), and IREN (AI cloud computing, expects over $4 billion in future revenue, most already contracted). The author s…

The article says British Columbia's mining sector is enjoying a revival, helped by faster permitting, big mergers and fresh capital. The author is cautiously optimistic for the medium term but warns t…

This monthly update covers Scottish Mortgage Investment Trust, a fund that buys and holds world-class growth companies, including private ones. It gives no market forecast, only restates its long-term…

This piece covers investor Eric Vishria's decade of lessons in software and hardware. His main point: AI is adopting faster than cloud computing, but the market is so big that no single company will d…

A finance professor uses the crash of AI-star fund Situational Awareness, which lost two-thirds of its public stock holdings in four weeks and was forced to liquidate, as a warning: markets give and t…

A fund manager's weekly update says the fund gained 5.29% after fees last week, beating the S&P 500 (a U.S. large-cap index) by 1.7 percentage points; it is up 18.55% this year, still ahead of the ind…

This letter says markets look pricey and speculative, so index investing needs caution, but it’s a golden age for value investors who buy undervalued companies. The manager’s funds all made money in t…

This article argues that real investment risk is permanent loss of capital or lost purchasing power, not short-term price swings—so long-term investors should ignore daily noise, pick fund managers wi…

This week's update covers the Opportunity Equity portfolio, which beat the S&P 500 and is ahead by 2.46 percentage points for the year. The manager is broadly optimistic but flags a newly bought, not-…

This interview says the July 2026 AI stock sell-off (NVIDIA down 40-60%) was overblown—actual demand in Silicon Valley is accelerating. Gavin Baker sees this as a buying opportunity. Key holdings: NVI…

This piece says AI stocks crashed 40-60% in July 2026, but Gavin Baker thinks the market is too pessimistic because real demand (GPU prices, token usage) is accelerating. He likes NVIDIA (cheapest for…

Japanese companies are now buying back their own shares on a large scale—using cash to repurchase and cancel stock, so each remaining share earns more. Japan’s exchange now requires companies trading…

Governments are now reshaping global steel trade for national security, turning once-competitive markets into ones dominated by a few protected companies. A case in point: ArcelorMittal, a steel giant…