Blogs 

“None Shall Pass”: Saba versus the UK Investment Trust Establishment (Part 2) A DDL Briefing by JB Beckett

NVIDIA has become the central infrastructure provider for the artificial intelligence revolution. We see revenue growth, demand forecasts and investor enthusiasm dominating headlines.

The AI Ouroboros: Nvidia’s Earnings, Hyperscale Debt, and the Linguistic Tells Behind Michael Burry’s Next Big Short

At DDL we treat Language as Currency, so in this Blog, we demonstrate how Forensic Statement and Linguistic Analysis (FSLA) adds value beyond the numbers.

In governance, as in poker, the amateurs watch the cards while the professionals watch the players. Texas Hold’em is the perfect metaphor for America’s latest corporate migration: boards pushing their stacks forward with a swagger that suggests strength, while their language betrays the nervous tics of a bluff.

Following on from JB Beckett’s excellent article published in Investment Week (link at the bottom of this blog), we take the opportunity to delve deeper into the relationship between AMD and Open AI and consider the potential for circular financing and how the relationship might inform the question as to whether the AI bubble is about to burst.