mythoughts

Enovix Corporation (ENVX) is a developer of advanced silicon-anode lithium-ion batteries. As an investor, you should keep in mind that it was Elon Musk who in 2022 alluded that silicon anodes would be the next step-change in battery technology and how hard it would be to accomplish. You should also be confident that Enovix has a core…

Exhibitors and experts at CES 2025 believe smart glasses, such as Ray-Ban Meta eyewear, could be the next big computing platform. LAS VEGAS — The next big computing platform could be right in front of your face — or on it. Exhibitors and experts at the CES 2025 tech trade show believe smart glasses, such…

Dario Amodei — CEO of Anthropic, one of the world’s most powerful creators of artificial intelligence — has a blunt, scary warning for the U.S. government and all of us: Why it matters: Amodei, 42, who’s building the very technology he predicts could reorder society overnight, said he’s speaking out in hopes of jarring government and fellow AI…

When Microsoft (MSFT) pulled the plug on planned data centers in Ohio last month and a Wells Fargo (WFC) report suggested Amazon (AMZN) Web Services was reconsidering some leases, market watchers quickly diagnosed the symptoms: AI bubble concerns, demand uncertainty, and the inevitable cooldown after years of breakneck expansion. There was just one problem with that analysis: The companies building…

Soaring demand for AI data centers has ushered in a new area of growth. We explore these new opportunities for companies and investors across the value chain. The race is on to build sufficient data center capacity to support a massive acceleration in the use of AI. Data center demand1Demand is measured by power consumption to…

Forget models and GPUs. The future of AI belongs to those who control the megawatts, minerals, and infrastructure behind the scenes. On Friday, the U.S. government quietly did something historic: it officially tied the future of artificial intelligence to the future of nuclear power. Buried in the executive order were provisions that designate AI data…

May 21, 2025 Key Takeaways Treasury debt continued its wild ride on Wednesday, with yields soaring amid concerns about the U.S. government’s unsustainable deficit spending.  The yield on the 30-year Treasury bond surged as high as 5.1%, its highest level since November 2023, on Wednesday after a surprisingly weak 20-year Treasury note auction. The 10-year…

April 29, 2025 For decades, U.S. government bonds have been viewed as the ultimate safe asset—a trusted refuge during times of global uncertainty. Investors have long turned to Treasuries confident that, regardless of the headlines, U.S. fixed income markets would remain stable and dependable. That long-held assumption was tested earlier this month. The yield on…

By Jesse Noffsinger, Mark Patel, Pankaj Sachdeva Amid the AI boom, compute power is emerging as one of this decade’s most critical resources. In data centers across the globe, millions of servers run 24/7 to process the foundation models and machine learning applications that underpin AI. The hardware, processors, memory, storage, and energy needed to operate…

Executive Summary Enovix Corporation (Nasdaq: ENVX) is a technology company operating at the forefront of the advanced lithium-ion (Li-ion) battery industry. Headquartered in Silicon Valley, Enovix is focused on the design, development, and manufacturing of high-performance batteries utilizing a proprietary 3D cell architecture and a 100% active silicon anode. This technology aims to deliver significantly…