Investor Insights

December 5, 2025

Beyond the AI boom

By Roger Montgomery

As we farewell the shores of 2025 and sail into 2026, equity investors seem to be shrugging off fears of an artificial intelligence (AI) bubble and are instead betting on a growing U. S. economy, rate cuts, and a broadening of bullish sentiment beyond the AI leaders. The consensus view is the U. S.
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December 3, 2025

The calculus of madness: Part 1

By Roger Montgomery

Sir Isaac Newton is enshrined in history as the saint of rational thought. He decoded the laws of gravity, invented calculus, and parsed the rainbow.
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December 1, 2025

From the horse’s mouth

By Roger Montgomery

Recently, the BBC interviewed Sundar Pichai, the CEO of Alphabet, Google’s parent. With all the claims the artificial intelligence (AI) boom is a bubble – something I have noted cannot be known until after the event – I wonder whether the BBC was motivated to go to the source.
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November 27, 2025

Digital Income Class – October 2025 Performance Update

By Roger Montgomery

  In this video, I provide an update on the October performance of Digital Asset Fund’s Management’s (DAFM) Digital Income Class. Despite significant volatility in Bitcoin – rising to record highs before sharply retracing – the fund continued to deliver steady results, returning 2. 72 per cent for the month.
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November 21, 2025

But nothing’s changed! 

By Roger Montgomery

Wall Street on Thursday experienced a stunning reversal in sentiment. Impressive results from the company spearheading the artificial intelligence (AI) revolution, Nvidia (NVDA), and a strong September jobs report initially drove the Nasdaq up more than two per cent.
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November 20, 2025

NVIDIA Q3 Fiscal 2026 Earnings

By Roger Montgomery

NVIDIA delivered another blowout quarter (Q3 2025 – ended 26 October, 2025 – released 19 November, 2025), significantly beating Wall Street expectations, and for some, partially alleviating (perhaps only temporarily) concerns about an artificial intelligence (AI) bubble.
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November 19, 2025

A pivotal moment for the AI boom?

By Roger Montgomery

November 19, 2025, marks Nvidia’s fiscal third-quarter earnings release for 2025 (Q325), and investors are holding their breath. The chipmaker, long the poster child for the artificial intelligence revolution, finds itself at a crossroads.
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November 19, 2025

It’s a matter of perception

By Roger Montgomery

For every equity that trades, there is a buyer and seller. Often there are functional reasons for selling, such as paying down a loan, paying tax, distributing an inheritance, or meeting retirement spending needs.
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November 14, 2025

AI goes boom. Or boom?

By Roger Montgomery

Investors must understand that correctly predicting artificial intelligence (AI) technology will change the course of humanity, even if for the better, does not automatically translate to desirable investment returns.
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