AI's 'Fork in the Road' This week, our editor focused almost exclusively on the latest developments with the artificial-intelligence ("AI") trend. From the massive power demands from data centers to the ongoing carnage in software names – all of that and more was on offer this week. But if you read nothing else, we encourage you to catch up on Brad's Thursday edition. There, our editor pens an open letter to his local paper about a data center development in his hometown. As Brad puts it, communities targeted for data center construction have reached a "fork in the road." Which path they take could determine the direction of AI and local economies for years.
What's Behind the Private Credit Panic There's a lot of talk about private credit right now... and not much of it is good. But on Monday, our own Stephen Hester shows why this latest panic feels familiar and reveals why the likely resolution could too.
Collateral Damage in the SaaS-pocalypse New AI models have the potential to disrupt the enterprise software industry. As a result, software stocks are under pressure. And that fear is bleeding over into a surprising corner of the market.
The Real Power Behind AI Is... Power AI suppliers like Nvidia (NVDA) have been the most obvious beneficiary of this technology, but they're not the only ones. On Wednesday, Brad shows why a sleepy industry is seeing rapid investment on the back of the AI buildout.
The Wide Moat Show: 3 High-Yield Investments to Retire Early (FIRE Edition) For most Americans, a comfortable retirement is the dream. And for some, it can't come soon enough. For this week's episode of The Wide Moat Show , Brad and Nick discuss the FIRE, or "financial independence, retire early" movement. And they share a few stocks that might help investors with that goal.
An Open Letter to My Fellow Spartanburgers In the wake of protests for a proposed data center in Brad's hometown, our editor writes an open letter to his local paper. As he puts it, communities have reached a fork in the road. And which path they choose will have lasting consequences. Get to Know AFFO On Friday, we publish a Brad Thomas classic. As our editor shows, many investors are analyzing real estate investment trusts ("REITs") all wrong. Here's their mistake, and a better path forward.
Finding Hidden Standouts in This Beaten-Down Industry Software stocks have been brought low as new AI models disrupt the enterprise software industry. But among the rubble, there are still a few gems. That's the message from Saturday's guest editor Vic Lederman, publisher of Chaikin Analytics.
Regards, The Wide Moat Research Team | 
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