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AI's Future Was Written 150 Years Ago — And We Forgot the Ending
What if the future of AI — the fate of trillions of dollars, entire tech empires, and perhaps the global economy — has already happened before? AI spending is exploding toward $400 billion a year, and history's Railway Manias offer a remarkably prescient blueprint for the boom, the bust, and the long-term payoff.

Elias Zeekeh, MBA, CPA, CMA
Dec 9, 20250 min read


The Fusaka Upgrade: What Ethereum's December 2025 Upgrade Means for Your ETH Investment
Ethereum is launching Fusaka on December 3, 2025 — a major upgrade that makes the network faster, more profitable, and more user-friendly. For ETH investors, this directly strengthens Ethereum's ability to generate fees and attract mainstream users.

Elias Zeekeh, MBA, CPA, CMA
Dec 2, 20250 min read


Black Friday 2025: How AI Transformed Retail Commerce
Black Friday 2025 shattered records with $11.8 billion in online sales — a 9.1% year-over-year increase — but the true story lies beneath the headline. AI-driven sales accounted for approximately $3 billion of that total, while 54% of consumers leveraged AI tools for holiday shopping. This marks the moment AI transitioned from emerging technology to core commerce infrastructure.

Elias Zeekeh, MBA, CPA, CMA
Dec 1, 20250 min read


Digital Asset Treasury Companies vs. Direct Ethereum Ownership: What Investors Need to Know
Digital Asset Treasury (DAT) companies have emerged in 2025 as high-octane vehicles for Ethereum exposure, but recent market turmoil has exposed critical vulnerabilities that every investor must understand before choosing between DATs and direct asset ownership.

Elias Zeekeh, MBA, CPA, CMA
Nov 27, 20250 min read


Google's TPUs vs. NVIDIA and AMD GPUs: Why The Competition Matters
Google [finance:Alphabet Inc.] is quietly building a serious challenge to NVIDIA [finance:NVIDIA Corporation] and AMD [finance:Advanced Micro Devices, Inc.] dominance in AI chips. While NVIDIA controls roughly 80% of the AI accelerator market, Google's Tensor Processing Units (TPUs) represent a fundamentally different approach—one that could reshape how enterprises think about AI infrastructure costs. The Architecture Divide The key difference isn't just speed—it's purpose. T

Elias Zeekeh, MBA, CPA, CMA
Nov 25, 20250 min read


TELUS Stock Under Pressure: Dividend Concerns Drive 11% Decline
TELUS shares have tumbled 10.98% over the past two weeks, dropping from C$20.68 to C$18.41 as of November 24, 2025. The selloff accelerated on November 18 when the stock plunged 5.28% following a critical analyst downgrade that questioned the sustainability of the company's attractive 8.8% dividend yield . The Downgrade Catalyst JPMorgan Chase analyst Sebastiano Petti cut TELUS to "underweight" from neutral on November 18, slashing the price target from C$22 to C$19. The do

Elias Zeekeh, MBA, CPA, CMA
Nov 24, 20250 min read


Nvidia's Valuation Heading Into Earnings: The Case Against Overvaluation
Nvidia has become the defining equities story of the AI era, and its rise has pushed valuation debates to the forefront of market conversation. As the company prepares to report its fiscal third-quarter 2026 earnings, few topics generate as much investor debate as whether Nvidia’s breathtaking rally has pushed its stock into overvalued territory—or whether fundamentals continue to justify new highs. The stakes extend far beyond one company’s earnings: Nvidia’s results are a p

Elias Zeekeh, MBA, CPA, CMA
Nov 19, 20250 min read


Is the Bitcoin 4-Year Cycle Dead? Tom Lee's Controversial New Thesis
The story of Bitcoin is one of disruptive innovation, speculation, and a relentless quest to understand the forces shaping its value. Over the past decade, cycles of euphoria and consolidation have established a pattern that traders, analysts, and investors across the globe now watch with growing anticipation: the Bitcoin 4-Year Cycle. This phenomenon, marked by predictable boom periods often driven by halving events and followed by quieter lulls, offers a unique lens through

Elias Zeekeh, MBA, CPA, CMA
Nov 17, 20250 min read


Bitcoin Cycle Extension Thesis: Institutional Adoption Delays Traditional Four-Year Pattern Through 2026
Discover why Bitcoin’s current trajectory could rewrite everything you know about crypto market cycles. Axum Holdings’ latest research challenges the legacy of the four-year halving pattern, unveiling how unprecedented institutional adoption and rapid ETF inflows have fundamentally transformed the landscape for digital assets. The report delivers a data-rich, compelling thesis that Bitcoin’s historic boom-bust rhythm is evolving into a longer, more mature cycle—potentially ex

Elias Zeekeh, MBA, CPA, CMA
Nov 12, 20250 min read


The Visa and Mastercard Settlement:Understanding the Future of Credit Card Rewards
If you're one of the 71% of Americans who rely on credit card rewards to maximize your spending, a seismic shift is coming that could fundamentally change how you earn points, cashback, and travel benefits. On November 10, 2025, Visa and Mastercard reached a historic settlement with merchants—ending a 20-year legal battle over the hidden fees that fund your favorite rewards programs. While this may sound like dry financial news, the implications for your wallet are profound.

Elias Zeekeh, MBA, CPA, CMA
Nov 10, 20250 min read


Robinhood's Q3 2025 Earnings: A Deep Dive into Valuation and Growth Comparison with SoFi
Unlock the story behind one of the most dramatic quarters in fintech—Robinhood's Q3 2025 earnings reveal is reshaping how investors think about growth, risk, and valuation in today's market. In our exclusive Axum Holdings report, you'll discover why Robinhood's revenues doubled, profit tripled, and yet the stock sold off despite a historic year-to-date rally of over 280%. Dive inside to see how Robinhood's explosive, transaction-driven growth stacks up against SoFi, whose ste

Elias Zeekeh, MBA, CPA, CMA
Nov 6, 20250 min read


How AWS Is Powering The Next Wave of AI and Robotics Innovation
Amazon Web Services (AWS) sits atop the global cloud market with roughly 30% share in 2025, but its cloud dominance is shaping the competitive future of artificial intelligence and robotics in ways many investors overlook. In the latest Axum Holdings report, we follow the logic of how AWS’s unmatched scale, elasticity, and integrated AI services create strategic advantages that go beyond cost savings—delivering compounding network effects, powerful data flywheels, and industr

Elias Zeekeh, MBA, CPA, CMA
Nov 4, 20250 min read
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