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Apr 17, 2026

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9 min read

The Bottleneck Has Moved: Why Semi Equipment Is the 2026 AI Trade You’re Not Priced In On

The number that should have moved the market but didn’tTwo numbers landed this week and they matter in ways most coverage missed.

By René Lauritsen

Apr 17, 2026

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4 min read

TSMC +58%. The market missed the real signal.

Both beat. Both raised. Only one got paid. That gap is this week’s trade. AI & robotics investing — explained so you can actually act on it.

By René Lauritsen

Apr 15, 2026

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16 min read

The AI that hacked every major browser

And what it means for every company running an internal AI tool

By René Lauritsen

Apr 14, 2026

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10 min read

Project Glasswing: What Anthropic’s Cybersecurity Gambit Means for Every Company Running AI

Claude Mythos Preview is Anthropic’s most capable model to date, and the first one they’ve chosen not to release publicly. Announced on 7 April 2026, it sits in a tier above Opus 4.6

By René Lauritsen

Apr 10, 2026

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15 min read

Anthropic built an AI that hacks. Then gave it to defenders first.

The cybersecurity trade just flipped. Here’s who wins — and who doesn’t. This is the iPrompt.com - Friday Edition

By René Lauritsen

Apr 8, 2026

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9 min read

The $401M company with two employees

And why Microsoft just open-sourced the kill switch for AI agents

By René Lauritsen

Apr 7, 2026

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13 min read

Your AI Agents Are Ungoverned. The Regulators Are Coming.

What Microsoft’s Agent Governance Toolkit actually covers, what it doesn’t, and the five-step checklist your organisation should run before August 2, 2026.

By René Lauritsen

Apr 3, 2026

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13 min read

OpenAI raised $122B. The real story is who didn't

Capital is splitting. Here's which side to be on.

By René Lauritsen

Apr 3, 2026

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8 min read

The Physical AI Capital Map

Where $6.4 Billion Went in Q1 — and What It Means for Your Portfolio

By René Lauritsen







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