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On the 57th anniversary of Apollo 11, the key reflection is how one of humanity’s greatest achievements became an early landmark in a much longer space journey. What began as a government-led race to the Moon has since evolved into a commercial ecosystem shaped by reusable rockets, satellites, AI, robotics and emerging orbital services – making space one of the most compelling long-term investment themes.
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For years, Nvidia has been the face of the artificial intelligence (AI) trade. But in 2026, the companies quietly powering the revolution from behind the scenes are having their moment. Memory chip makers in South Korea and the United States are posting earnings that would have seemed unimaginable just twelve months ago. And a semiconductor giant that many had written off is staging one of the most dramatic comebacks in technology history. This blog explores why semiconductors are driving the AI theme this year, what is behind the eye-watering gains, and why spreading your bets across the AI value chain is proving to be the smarter play.
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