Technology Videos

Is AI Becoming a Bubble, or Just the Next Big Market Cycle?

The number of investors proclaiming they’ve made millions from AI infrastructure stocks is on the rise. That’s a dubious data point that’s surely synonymous with taxi drivers sharing the same hot stock picks near the peak of the market.

Technology Macro Investor Education Managed Fund ETF

15 June 2026

· Simon Turner

· 8 MIN READ

Learning from the ‘AI Stock God’s’ Extraordinary Performance

One of the best ways to improve your performance as an investor is to learn from those who have mastered the craft.

Investor Education Technology ETF

3 June 2026

· Simon Turner

· 10 MIN READ

Beyond Silicon: Why Photonics Could Become the Next Major Investment Theme

Every technological revolution eventually runs into a physical constraint. For AI, it’s becoming clear that bandwidth and energy are the main barriers the technology needs to navigate. The enormous computing clusters used to train and run modern AI models now consume staggering amounts of electricity and generate unprecedented data traffic between chips, servers and data centres.

Technology ETF Investor Education

18 Mar 2026

· Simon Turner

· 6 MIN READ

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