To The Moon

The AI bubble question finally got answered by the man who’s helped fuel the frenzy—and his response suggests investors worried about a 2000-style crash might be missing a fundamental shift that’s already reshaping how the world computes.Nvidia Corp. CEO Jensen Huang addressed speculation about an AI bubble during a panel at the 2025 U.S.-Saudi Investment Forum last week, delivering a three-minute answer that focused less on market valuations and more on irreversible technological transformations already backed by trillions in global capital.Huang’s argument starts with a hard constraint in computer science: Moore’s Law, the decades-long trend of doubling transistor density every two years, has plateaued. This isn’t a temporary slowdown—it’s a structural problem creating a widening gap between exploding demand for computing power and the industry’s ability to supply it through traditional chips.“This isn’t speculation—it’s a fundamental challenge driving the need for new computing par

Growing concerns that Strategy Inc. may soon be forced to sell part of its roughly $56 billion Bitcoin holdings if prices continue to decline have weighed on the company's shares, which fell in...

Quantum shares tumbled. BTQ down 15%; QBTS, QUBT down 7%; SEALSQ down 6%; Quantum Corp down 5%; Rigetti and Arqit down 4%.

Quantum stocks jumped again in overnight trading. Quantum stocks surged last week, as strategic government partnerships and new applications for the technology have fueled fresh investor interest....