South African Investor

Is Nvidia still a BUY after recent earnings?

Posted by | Sep 8, 2025 | , , , |

It’s no exaggeration to say Nvidia has become an engine of global growth. The company now accounts for 3.6% of global GDP growth, a larger footprint than the entire stock markets of the UK, France, or Germany. That kind of dominance means every earnings report isn’t just about one company – it’s a pulse check on the entire AI industry, and by extension, the broader market. The latest results once again showed breathtaking growth, but also a few warning signs.

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This AI Boom Isn’t Just Hype — It’s a $400 Billion Supercycle You Can Invest In

Posted by | Sep 4, 2025 | , , , |

Every market boom has its poster children — the flashy, overhyped, overvalued companies that define the mania on the way up, only to crash under the weight of their own expectations. Think Pets.com in the Dot-Com era or meme stocks during the pandemic. So, the natural question is: Is the same thing happening with AI today?

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AI’s Hidden Thirst: The Next Resource Crisis Is Already Here

Posted by | Aug 15, 2025 | , , , |

When most people think about artificial intelligence, they imagine it as software floating invisibly in the cloud — clean, frictionless, and intangible. But behind every AI-generated image, voice assistant reply, or ChatGPT response lies a very real and growing infrastructure problem — one that could trigger the next global resource crunch.

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Why the Fed Won’t Boost Stocks – But This Just Might

Posted by | Aug 6, 2025 | , , , |

The real driver of U.S. markets right now isn’t interest rates. It’s earnings. And especially, AI. Here’s what you need to know – and what to do next. You’ve probably heard: the U.S. Federal Reserve (Fed) just held interest rates steady for the seventh straight month. That’s despite the South African Reserve Bank moving in the opposite direction with another rate cut. Fed Chair Jerome Powell made it clear that rate cuts in the U.S. aren’t coming anytime soon – especially with ongoing tariff uncertainties from the White House muddying the inflation outlook.

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