Modern gold rush
💰 Modern gold rush: I thought you’d like this interesting analysis from the Wall Street Journal. AI will reshape the world, but the companies behind it need boatloads of cash. Just ask Nvidia, whose stock plunged $600 billion last week thanks to DeepSeek. The WSJ says big bets are now on Digital Realty, Blue Owl and up-and-comer CoreWeave (paywall link). I don’t have any opinions on these stocks, so use your best judgment.