The Digital Investor
The Innovation LedgerIndependent research on AI, robotics, semiconductors, emerging technology, and digital assets.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 205 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | |||||
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theinnovationledger.substack.comLatest Issues
Four Stocks Building the Nervous System of AI
Most investors understand the basic AI story.
Companies are spending enormous amounts of money on chips, servers, and data centers to build more powerful artificial intelligence systems.
But there is another part of the AI infrastructure...
Forget GPUs: The Next Big AI Trade Is Data Speed
For the last few years, the AI investment story has been easy to understand: more artificial intelligence means more demand for powerful chips.
That is why companies like Nvidia have received so much attention.
But as AI systems get large...
Broadcom’s Monster AI Quarter Meets the Reality of High Expectations
Broadcom just reported the kind of quarter that would normally send a stock flying. Revenue jumped 86% to $29.6 billion, adjusted earnings per share rose 96%, and the company produced a staggering $13.7 billion of free cash flow. Yet AVGO t...
Wyoming Just Put Chainlink Inside a State Issued Dollar. Is $LINK Becoming Financial Infrastructure?
Crypto investors have heard the word “adoption” so many times that it has almost lost its meaning. A company announces a pilot, a token jumps, attention floods in, and months later very little has actually changed.
Wyoming may be different...
$IREN, $HUT or $WULF? Don’t Let the Billion Dollar Contracts Fool You
AI infrastructure investors are facing a new problem.
$IREN, $HUT and $WULF are all announcing numbers so large that almost every company can look cheap. Billions in contracts. Hundreds of megawatts. Massive AI customers. Huge future cash...
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Independent research on AI, robotics, semiconductors, emerging technology, and digital assets.
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