Nokia: The Unlikely AI Infrastructure Juggernaut
The tectonic plates of global capital are shifting, driven by the insatiable demands of the artificial intelligence supercycle. While the…
Author: Cassian Vance
Cassian Vance brings a sharp, forward-looking perspective to the rapidly evolving technology and AI sectors. Before joining EquitiesOrbis, Cassian spent nearly a decade in Silicon Valley, initially as a systems architect before transitioning into venture capital. This dual background allows him to evaluate tech equities not just through financial metrics, but by dissecting the underlying technology and assessing its true market viability. Cassian holds a dual degree in Computer Science and Economics from Stanford University, and later earned his MBA from the Wharton School.
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A turnaround stock becomes investable when the story stops depending on management slides and starts depending on an outside customer…
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In the modern AI infrastructure market, perfection is often not enough. When a stock runs up 93% over a single…
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When the most powerful figure in the global technology sector speaks, the market listens. But when Nvidia CEO Jensen Huang…
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As the technology sector converges on Taipei for Computex 2026, the artificial intelligence narrative is shifting from a singular focus…
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