Shares for Beginners

AI Privacy in the Quantum Age: Integrated Quantum Technologies (CSE: ICS)

Tue, 14 Apr 2026 15:12:06 -0700

Enterprises in banking, healthcare, and finance run powerful AI models every day for credit decisions, fraud detection, and market forecasting. Yet most traditional cybersecurity stops at the perimeter, leaving sensitive data exposed to attackers.

This is the problem being solved by Jeremy Samuelson, Executive Vice President of AI and Innovation at Integrated Quantum Technologies (CSE:ICS). A former AI leader at Equifax and Mastercard, Jeremy invented VEIL™ - Vector Encoded Information Layer to deal with security weaknesses.

VEIL uses a breakthrough approach to mathematically transform raw sensitive data into anonymized vectors. These vectors preserve exactly the information the downstream AI model needs for accurate predictions while stripping away anything that could identify individuals or reveal proprietary signals.

The result? AI models receive high-quality inputs without ever touching original raw data. The solution is inherently resilient to quantum computers that threaten today’s encryption standards.

Jeremy explains real-world vulnerabilities in enterprise AI deployments, why the LLM hype doesn’t reflect the broader (and more critical) enterprise AI landscape, and how VEIL deploys easily on major hyperscalers like Snowflake, Databricks, AWS, Azure, and GCP with simple usage-based pricing.

For organizations that cannot afford data breaches in the post-quantum era, VEIL offers a practical, performant path forward. Early clients are already testing the technology, with more products in the innovation pipeline.

Listen to understand why privacy-preserving AI infrastructure may become table stakes for responsible enterprise AI adoption.

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Palantir (PLTR): AI Defence Giant or Overhyped Stock?

Sun, 12 Apr 2026 20:56:52 -0700

Shares for Beginners and Tykr proudly present "Weekend Watchlist". We dissect a company using Tykr's risk rating and fair value analysis process. Learn how to avoid emotional mistakes, choose investments with a rationale, and build wealth with confidence. Get your free trial and special discount offer. Join Tykr today and take advantage of this special offer of 30% off with coupon code SAVE30. See for yourself why Tykr is the essential tool for every serious DIY share investor. 14-day free trial included, then a no-quibble 30-day money back guarantee: Get your free trial and special discount offer.

In this episode of Weekend Watchlist, Phil Muscatello is joined by Sean Tepper from Tykr to break down Palantir’s fundamentals using Ticker’s open-source scoring system. Palantir scores an impressive 83/100 on financial strength with an 80% margin of safety and a rare 6/7 overall score
— putting it in the top 300 out of 50,000 stocks.
We dive into:

How Professionals Analyse Micro, Small & Mid Caps - with Jack Briggs, Ellerston Capital

Tue, 07 Apr 2026 15:57:22 -0700

In this episode, I chat with Jack Briggs, Portfolio Manager at Ellerston Capital, who oversees the Australian Micro Cap Fund, Emerging Leaders Fund, and Mid Cap Opportunities Fund.

Jack breaks down the micro, small and mid cap sectors, explains how professionals identify mispriced companies, and shares the deep dive research process behind Ellerston’s investment approach - from site visits and management meetings to understanding customer behaviour and competitive dynamics.

You’ll learn why these parts of the market sit between the big household name blue chips and the speculative end of the ASX, and why they can offer meaningful upside for patient investors willing to do the work.

We also explore current themes including electrification, data centres, and the emerging impact of AI on software businesses.

Topics Covered

• What defines a micro, small, and mid cap company

• Why these sectors sit between blue chips and speculative stocks

• Why small caps are often under researched

• How Ellerston identifies industry leaders and mispriced opportunities

• Deep dive research: management meetings, site visits, customer calls

• Electrification, data centres, and AI as emerging themes

• Active vs passive investing in today’s market

• Portfolio construction: why 25–40 stocks

• How to filter the investable universe

• Margin of safety in small cap valuation

• The biggest mistakes beginners make

• How to start analysing small cap companies

Companies Mentioned

How AI Surveillance Is Changing Real‑World Security

Sun, 05 Apr 2026 17:54:35 -0700

Cloudastructure: 271% Revenue Growth and the AI That Stops Crime Before It Happens

My guest this week is James McCormick, CEO of Cloudastructure (Nasdaq: CSAI) — an AI-powered video surveillance and remote guarding company out of Palo Alto, California.

Here's a question worth sitting with: what if security didn't just record crime — what if it actually stopped it?

That's the premise behind Cloudastructure, and in 2025 the market started paying attention in a big way. Revenue grew 271% to $5.1 million. Total contract value jumped 342%. Gross profit was up 304%. Six of the ten largest property management companies in the US are now customers. Not bad for a company that listed on Nasdaq just over a year ago.

James walked me through how the whole thing works — and it's genuinely clever. Instead of a guard staring bleary-eyed at 40 screens at 3am, Cloudastructure's AI does the watching. It filters out the noise, flags the real threats, and a real human operator — working during their own daylight hours — steps in to handle it. Last year the platform reviewed 11.2 million alerts and made over 112,000 live verbal interventions. About 98% of incidents were stopped on the spot. Less than 1% needed the police.

We got into why traditional security is basically just expensive documentation after the fact, what it means for residents when a company promises their footage never goes to third parties, and where James sees the biggest opportunities as AI-driven security continues to scale.

James is also the kind of CEO who gets called a Maverick of the Year — which tells you something about how he runs a company. Good fun to talk to.% Revenue Growth and the AI That Stops...Read More

Ferrari: The Luxury Stock That Keeps Winning the RACE

Tue, 24 Mar 2026 15:32:12 -0700

Ferrari isn’t just a car company - it’s one of the most successful luxury goods businesses on the planet. Since listing in 2015, Ferrari’s stock (RACE) has risen more than 640%, outperforming gold, Tesla, and almost every major index. In this episode John Connolly joins me to unpack the economics behind the prancing horse.

Ferrari’s success comes down to a simple but powerful idea: engineered scarcity. The company deliberately limits production, maintains long waiting lists, and requires buyers of ultra exclusive models to already be part of the Ferrari “club.” This scarcity drives demand, protects resale values, and supports margins that rival Hermès - with Ferrari operating at around 28%.

Another major driver is customisation. Around 20% of Ferrari’s revenue comes from bespoke options: paint, leather, stitching, carbon fibre, and one off specifications that can add $200,000 or more to a single car. These features also boost resale value, especially in the booming classic car market where rare Ferraris regularly sell for $40M–$100M.

We also explore Ferrari’s EV strategy, the psychology of collectors, and how beginners can get exposure through ETFs or fractional investing.

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When War Stocks Surge but Fundamentals Lag: Lockheed Martin

Mon, 16 Mar 2026 14:30:00 -0700

Lockheed Martin (LMT) has been one of the standout performers in recent months, rising sharply across the 3 , 6 and 12 month periods. With geopolitical tensions elevated and defence budgets expanding, it’s no surprise that investors are paying attention to the world’s largest defence contractor. But as we explore in this week’s Weekend Watchlist,...Read More

Oil,Copper, Crypto & the UK Opportunity - Insights from Clem Chambers

Tue, 10 Mar 2026 15:57:10 -0700

In this episode I'm joined by Clem Chambers to unpack a rapidly changing global landscape. With Iran strikes shaking markets, oil volatility rising and crypto still under pressure, Clem explains why long term investors should stay calm - and where he sees real opportunities emerging.

Clem discusses why he sold his gold and silver after their big run, why copper is the next major move, and how AI is creating a global energy bottleneck that could push oil dramatically higher. He also breaks down why defence stocks, uranium and strategic metals are back in focus.

One of the most interesting dynamics is the surge of US companies buying undervalued UK firms - including Honeywell’s move on Johnson Matthey. Clem explains how currency flows and a weakening US dollar are driving global investors into cheaper markets.

A wide ranging, energetic conversation full of practical insights for beginners and seasoned investors alike.

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Level up your investing with Sharesight, Investopedia’s #1 portfolio tracker for DIY investors. Track 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Ditch the...Read More

Nabors Industries (NYSE:NBR): Oil Driller Trading at a Huge Discount?

Fri, 06 Mar 2026 15:13:06 -0800

Discover how to pick winning stocks and beat the S&P 500 with Tony Kynaston's proven QAV (Quality at Value) investing methodology.

It's a systematic checklist for identifying undervalued quality companies, timing buys and sells with a "three-point trend line" and avoiding market noise. QAV America has delivered 64% returns since September 2023 vs. the S&P 500's 54%, perfect for beginners and pros seeking long-term compounding.

Learn about the checklist manifesto, operating cash flow focus, and why QAV is expanding to cover US stocks. Use promo code SFBUS for 20% off QAV plans: QAV Club America (annual/monthly) for full tools and community, or Deep Knowledge Investing explains, that story is now changing.

Training large language models is incredibly expensive. It requires massive GPU clusters, huge amounts of electricity, and specialised hardware. Nvidia dominates this part of the market, and for good reason - their CUDA ecosystem and hardware lead are enormous.

But the next phase of AI isn’t just about training. It’s about inference - the moment when an AI model actually answers a question, completes a task, or acts as an “agent” on your behalf. Inference is less about brute force GPU power and more about efficient, scalable compute. And that’s where CPUs from Intel and AMD come back into the picture.

Gary explains how companies like DeepSeek have cut costs by under training models and relying more heavily on inference. He also breaks down why “agentic AI” - systems that can plan, act, and execute tasks - will be far more inference heavy than today’s chatbots.

This shift could rebalance the entire AI hardware landscape. While Nvidia remains dominant in training, inference workloads may increasingly favour CPUs, opening the door for Intel and AMD to regain share.

📈 Gary Brode has spent three decades managing money in the hedge fund world. Now, through Deep Knowledge Investing, he shares the same level of deep, well-researched ideas he uses for...Read More