The Third Wave of the AI Rally
It with railroads. It happened with the internet. Now, it’s happening with AI…
Nick Rokke
Senior Analyst
Nick Rokke is an analyst with Brownstone Research. He graduated college with an accounting degree before starting his career at a Big Four accounting firm.
Later, he joined a hedge fund accounting firm, where he discovered how some of the world’s most successful (and unsuccessful) hedge funds traded.
Nick then took the chartered financial analyst (CFA) tests – the gold standard for financial analysts. After passing all three tests the first time (something only 9% of CFA candidates do), he earned his charter.
Today, he uses his analytical and market expertise to support the research efforts of Brownstone Research.
Latest from Nick Rokke
Tokenmaxxing: The Weird AI Trend Investors Are Overlooking
The practice of using as many tokens as possible is called “tokenmaxxing.” And it’s taking over Silicon Valley.
What This Stodgy Chipmaker’s Surge Says About the AI Boom
This odd situation is a clear indication that the market is realizing that AI infrastructure demand is spreading across...
What’s Happening with Private Credit?
Panic is spreading through the private credit market… we’re staying focused.
NVIDIA’s Extraterrestrial Announcement
If NVIDIA hits the scale Jensen Huang is signaling, we’re no longer talking about incremental growth in data center...
The Iran Oil Shock: Why Market Fear May Be Setting Up the Next Rally
Over the past week, the conflict with Iran has escalated dramatically. And the most critical chokepoint in the global...
Earnings Reveal the Real Strength Behind the AI Economy
Earnings season is in full swing…