We share BRILLIANT

Stories.

Building a standout portfolio is challenging let’s make it easier...

AI Hardware Overbuilding Risks Amid Hyperscaler CapEx Surge — And Potential Profitability Concerns

AI Hardware Overbuilding Risks Amid Hyperscaler CapEx Surge — And Potential Profitability Concerns

AI Hardware and Compute Markets Signal Potential Overbuilding and Infrastructure Stranding Risks Over the past 72 hours, hyperscaler infrastructure CapEx projections and debt issuance...

The Next Energy Merger Wave: When Tech Giants Start Buying Power

The Next Energy Merger Wave: When Tech Giants Start Buying Power

I. The Next Frontier Isn’t Software — It’s Power The world’s largest tech and energy players are quietly merging empires. Not through partnerships — [&hellip...

The Real EV Boom Isn’t About Cars — It’s About Infrastructure

The Real EV Boom Isn’t About Cars — It’s About Infrastructure

I. The Illusion of the “EV Revolution” The conversation around electric vehicles has been hijacked by car brands and marketing departments. But in reality, [&h...