With the significant appreciation in the value of artificial intelligence (AI) stocks like Nvidia and Advanced Micro Devices, as well as cloud players including Microsoft, there have been a slew of … Read More
February 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More
Nvidia’s AI world awaits
Nvidia is now the fourth largest company in the world. It is larger than Tesla, Meta, Alphabet and Amazon. Despite this scale, the company grew quarterly revenue at +265% year on … Read More
Separating fact from FICTA
The Artificial intelligence fire that was ignited in 2023 rages on in the new year. Meta has announced the purchase of 350,000 Nvidia H100s, currently the world’s most advanced Graphics Processing Unit … Read More
Loftus Peak features in AFR’s ‘Best funds of 2023’
Below is an extract from Joshua Peach’s article “Best funds of 2023 stick with bitcoin, big tech bets” which was originally published in the Australian Financial Review on 19 January 2024. … Read More
‘If you can do anything, embrace AI’: Graham Rich’s Portfolio Construction Forum and Loftus Peak
AI is already changing the world – so we were proud to keynote the annual Portfolio Construction Forum 2023 Strategies Conference.
FY23 Review: Peaking rates, rising markets
What drove performance of +35.3% net-of-fees for fiscal year 2023?
Disruptive stocks that can continue to benefit from AI – Alex Pollak on Livewire Markets
Alex Pollak speaks to Livewire’s Ally Selby about the disruptive stocks that can continue to benefit from AI.
Powerful market drivers
The network principle behind Zuck’s Twitter stab; Staring down Powell – Microsoft announces AI pricing
The AI Revolution – Alex Pollak on Ausbiz’s The Pulse
CIO Alex Pollak and AusBiz’s Danielle Ecuyer discuss Loftus Peak’s approach to investing in AI.
June 2023 UpdatePlus
For June, we discuss comments from Oracle founder Larry Ellison about the semiconductor spend that AI workloads demand.
- Page 1 of 2
- 1
- 2