Artificial Intelligence

Anthropic CEO | US-China | AI Exports Controls

Alessio Farhadi

Speevr Intelligence
January 29, 2025

“Happy Lunar Year! 新年好”

The best way to describe what’s happening with Nvidia stock right now is that it’s undergoing an investment narrative transition—not a reflection of its business fundamentals.
There’s significant innovation happening in cloud infrastructure and chip design, including startup...

Become a member to read the rest of this article

Speevr Intelligence

The Speevr Intelligence daily updates provide in-depth alternative perspectives on key themes and narratives driving financial markets. Our unique collection brings Speevr's exclusive content together with partners' research and analysis.

Subscribe to receive updates from Speevr Intelligence

Most recent by Speevr Intelligence

report

March 5, 2025

Market Update | DALLE’s DeepSeek Moment | Nvidia

If seeing is believing, don’t believe everything you see...

By Alessio Farhadi

Speevr Intelligence

report

March 4, 2025

US Equities | Time to Cover Shorts and Dip Into Longs

A pattern to the chaos... cautiously optimistic near-term...

By Alessio Farhadi

Speevr Intelligence

report

March 3, 2025

Euro Defense Stocks | NATO’s TARP Relief Moment

Defense stocks on a tear. Like the TARP relief rally?...

By Alessio Farhadi

Speevr Intelligence

report

March 3, 2025

Hamas-Israel | What Next Now That Phase 1 Is Over?

Hamas has rejected a request by Israel and the U.S. to extend the first phase of the Gaza ceasefire, which ended on Saturday A major sticking point is who will govern Gaza. Israel insists Hamas cannot play a role...

By Alessio Farhadi

Speevr Intelligence

report

March 2, 2025

US Crypto Reserve | Omand | Russia-Ukraine

Another bold JT prediction comes through ...

By Alessio Farhadi

Speevr Intelligence