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Hot Topic EARNINGS
columnist
columnist

Tim Chesterfield

Tim Chesterfield is the long-time CIO of the Perpetual Guardian Group and the founding CIO and director of its investment management business, PG Investments.

Tim Chesterfield's Articles
Margin Call

AI hyperscalers’ architecture of scarcity

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Tue, 05 May 2026
Margin Call

Nvidia, inference design, and OpenClaw: black swan event

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Tue, 31 Mar 2026
Margin Call

SaaS: Architecture of impermanence – end of easy-growth era

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Tue, 24 Feb 2026
Margin Call

Investment, infrastructure, inference, big money players

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Tue, 20 Jan 2026
Margin Call

Coding and decoding: how AI news fuels a global guessing game

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Tue, 25 Nov 2025
Margin Call

Sam Altman the kingmaker in too-big-to-fail AI era

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Tue, 21 Oct 2025
Margin Call

OpenAI’s dominance and Netflix’s Demon Hunters

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Tue, 16 Sep 2025
Margin Call

The AI-driven electricity surge...

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Tue, 12 Aug 2025
Margin Call

Existential threat to traditional advertising models, practices

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Tue, 08 Jul 2025
Margin Call

Nvidia: The ‘bubble’ that wasn’t

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Tue, 03 Jun 2025
Margin Call

Tariffs, rollercoaster markets, and the tombola of turmoil

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Tue, 29 Apr 2025
Margin Call

CoreWeave: Has the AI rose lost its bloom?

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Tue, 25 Mar 2025
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