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Ruben Dalfovo
Investment Strategist
From trenches to tenders: the investor playbook for a possible Ukraine peace deal
Ruben Dalfovo
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GPU vs TPU: can Alphabet’s home-grown chips really threaten Nvidia’s AI lead?
Ruben Dalfovo
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When AI meets gravity: what valuation history is really telling investors
Ruben Dalfovo
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Nvidia vs gravity, part two: did the earnings call keep the AI dream afloat?
Ruben Dalfovo
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From Apple to Alphabet: Warren Buffett’s late pivot into AI infrastructure
Ruben Dalfovo
Investment Strategist
Nvidia vs gravity: can this week’s earnings call keep the AI dream afloat?
Ruben Dalfovo
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The day Wall Street remembered gravity: AI, rate cuts and what it means for investors
Ruben Dalfovo
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