George Budwell

Long-term contracts and megawatt capacity matter more than GPU specifications.

This AI fund owns data centers and digital infrastructure, not software companies.

Power capacity and contracted megawatts matter more than chatbot demos.

Quantum computing stocks have delivered astronomical returns, but the bubble talk may be premature.

Nvidia just revealed $500 billion in pending artificial intelligence (AI) revenue through 2026, but analysts question whether returns justify the spending.

The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

International dividend stocks are finally having their moment after years of underperformance, and this single Vanguard fund captures the opportunity with rock-bottom fees.

The artificial intelligence revolution is creating winners across chips, software, and cloud infrastructure, and this single Vanguard fund owns them all for a fraction of a percent in fees.

The robotics sector is finally delivering on decades of promises.

The robotics infrastructure layer is delivering explosive returns.