South African Investor, Author At FSP Invest

Google just dodged the breakup of the century – Here’s what it means for Big Tech!

Posted by South African Investor | Sep 19, 2025 | Latest, Feed, Investing strategies, Money Morning |

Last week, Alphabet (GOOGL) scored a landmark courtroom victory that will be remembered as one of the defining antitrust rulings of the decade. For months, Wall Street had been bracing for the worst: a forced breakup of Google’s empire. The US Justice Department painted the company as the “monopolist of monopolists”, arguing that its default search contracts, Chrome browser dominance, and Android stranglehold made it impossible for rivals to compete.

Is Nvidia still a BUY after recent earnings?

Posted by South African Investor | Sep 8, 2025 | Latest, Feed, Investing strategies, Money Morning |

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.

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

Posted by South African Investor | Sep 4, 2025 | Latest, Feed, Investing strategies, Money Morning |

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?

How New US ‘Tech Tolls’ Could Reshape Global Trade — And the Robotics Boom You Can Profit From Next

Posted by South African Investor | Aug 27, 2025 | Latest, Feed, Investing strategies, Money Morning |

In a first-of-its-kind move, the Trump administration struck a tech deal with Nvidia and AMD: keep selling “China-legal” AI chips into the mainland, but hand over 15% of that revenue to the US government. This is not a tariff – it’s tolls for access.

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

Posted by South African Investor | Aug 15, 2025 | Latest, Feed, Investing strategies, Money Morning |

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.

South African Investor

Google just dodged the breakup of the century – Here’s what it means for Big Tech!

Is Nvidia still a BUY after recent earnings?

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

How New US ‘Tech Tolls’ Could Reshape Global Trade — And the Robotics Boom You Can Profit From Next

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

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