Talking with folks after Nvidia’s keynote kickoff at GTC 2026, it’s clear that many are having some difficulty seeing through the dense foliage of very technical announcements by founder/CEO Jensen Huang. In my discussion of Nvidia founder/CEO Jensen...

Finance The case for this being the end of the private asset boom. (blogs.cfainstitute.org) Jeff Bezos is out raising money for a fund to acquire manufacturing companies and apply AI for automation. (wsj.com) AI AI’s effects on company economic moats...

Good morning… I am back with another episode of The Howard Lindzon Show with Michelle Steele. In this episode, we cover why investors are fleeing to cash at the fastest rate since 2020, the unintended consequences of the SEC potentially ending...

Books An excerpt from “Project Maven: A Marine Colonel, His Team, and the Dawn of AI Warfare” by Katrina Mason. (bloomberg.com) An excerpt from “The Science of Repair: How People who Believe in Facts Can Build a Better Future” by...

We now have more confirmation that the global memory shortage and ever higher prices for most electronic things, will last at least through 2030. That’s from the chairman of SK Hynix, the ‘Nvidia’ of the memory chips that go into most of the AI Data...

Oil Commodities have been the only haven YTD. (capitalspectator.com) A look beyond the headlines in the oil market. (ft.com) The Strait of Hormuz is not entirely closed off. (sherwood.news) Strategy The median alternative investment is probably not worth...

Good morning … Stocktwits is presenting the second annual Cashtag Awards on May 4 at the NYSE. The Cashtag Awards celebrate the innovators, game-changers, and most influential voices in trading, investing, and finance. From trendsetting products to...

Podcasts Amy Arnott and Christine Benz talk retirement plans with Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, “Your Retirement Sketchbook.” (morningstar.com) Bogumil Baranowski talks wealth building with Arie van...

I’ve talked about the importance of memory tied into AI as a key element of mainstream AI utility since the beginning of AI Reset to Zero over a thousand daily posts ago. And how in my view for a long time, the best positioned companies to potentially...

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 789% (7.6% per year) AFTER adjusting for inflation. Why you need...