Iran is big….the fight for AI Inference dominance….is bigger….now we see it….a….’Bluffers Guide’ to Groq/Nvidia…and a list of implications to ponder.

This morning you are contemplating the War in Iraq….and it is important….although the market seems eerily quiet apart from the obvious….Oil stocks up…Airlines down…Defence better…it’s a sort of formulaic shrug as if it is already consigned to…’Side Show’ status. We shall see…..but…TBH…..the really big deal (as evidenced by my scramble to re-release a bunch of...

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