Nvidia’s $20bn move on Groq isn’t about headlines. It’s about control of AI infrastructure. What this deal tells us about where durable value may sit for investors looking toward 2026.
What This Week’s Sell-Off Really Tells Us About Tech
This week’s volatility revealed more about market structure than sentiment. The memo breaks down portfolio performance, why tech led both the sell-off and rebound, and the structural AI and digital-infrastructure trends that continue to drive long-term momentum.