In today’s Smart Money, let’s take a look at why AI could become China's next EV export story. Then, I’ll share why the biggest investment opportunities may not come from the companies with the best technology – but from the companies powering it.
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Remember the DeepSeek shock back in January 2025? When the Chinese AI lab DeepSeek released its DeepSeek-R1 reasoning model, it shook global markets.
The model showed that a Chinese company could compete with Silicon Valley’s best AI systems at a much lower cost.
Now, China has delivered the sequel.
In today’s Smart Money, we’ll look at why China’s latest development has rattled the semiconductor sector and what it means for…
For today’s Smart Money, Joe is here to share why he believes AI's biggest profit opportunities aren't in the names everyone…
Chinese models and chips are not at par with those in the West, and their suppliers aren’t as profitable. But does that even…
Startups and big tech firms like Alibaba are increasingly employing domestic alternatives to Nvidia.
Once again, China is showing that it can catch up with the big boys very quickly.
In today’s Smart Money, Joe Austin explains why the biggest profits from the AI boom may not come from the names you already own…
