Remember: It’s a market of stocks
A bubble in US semiconductors doesn’t mean everything blows up. Greg Canavan explains why it’s a market of stocks, not a stock market, and where Aussie capital is moving.
Paul Dichiera is one of Fat Tail Investment Research’s analysts, focusing on technology and AI.
He started in a small business advisory role at the ATO, moved into managing housing and construction, found his passion in technology, and later completed a Bachelor of Computer Science at RMIT.
Few analysts bring that combination of government, real economy, and technical insight to the page.
He approaches markets with a structured, systems-level lens. His writing connects the dots between sweeping technological shifts and the ASX-listed names positioned to benefit.
More from Paul Dichiera
A bubble in US semiconductors doesn’t mean everything blows up. Greg Canavan explains why it’s a market of stocks, not a stock market, and where Aussie capital is moving.
By Paul Dichiera,
The biggest AI listings want you to fund a promise and wait a decade. The smart money is in the dull, profitable companies where the AI earns its keep
By Paul Dichiera,
The AI build is running on borrowed money, and on Tuesday, the markets noticed. The chip-wreck was a reminder that the builders carry the debt and the risk.
By Paul Dichiera,
Paul Dichiera is the editor for
Fat Tail Investment Research is Australia’s largest publisher of independent financial research and a reputable source for investing-related analysis and commentary since 2005.
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