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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 even the global economy—has already happened before? What if the blueprint for what comes next is buried in the 1800s? Right now, AI spending is exploding toward $400 billion a year, and many experts say we're repeating one of the wildest booms in economic history: the Railway Manias. Railroads transformed the world, but they also bankrupted investors, destabilized banks, and triggered

Elias Zeekeh, MBA, CPA, CMA
Dec 9, 20255 min read


AWS Frontier Agents: A Strategic Analysis of Amazon's Autonomous AI Initiative and Business Implications
AWS Frontier Agents mark a major strategic shift for Amazon Web Services toward fully autonomous AI systems that don’t just assist humans but operate as enduring members of software, security, and operations teams. These agents are designed to defend AWS’s core cloud franchise while opening new, higher-margin growth avenues in the rapidly scaling agentic AI market. What AWS Launched At re:Invent 2025, AWS introduced three “Frontier Agents” that can pursue broad goals, coordin

Elias Zeekeh, MBA, CPA, CMA
Dec 3, 20252 min read


The Fusaka Upgrade: What Ethereum's December 2025 Upgrade Means for Your ETH Investment
Executive Summary : 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 is meaningful because it directly strengthens Ethereum's ability to generate fees and attract mainstream users, potentially supporting higher long-term ETH valuations. [1] [2] [3] [4] What is Fusaka, and why should you care? Think of Ethereum like a toll highway. Right now, there's a limit to how m

Elias Zeekeh, MBA, CPA, CMA
Dec 2, 20255 min read


Black Friday 2025: How AI Transformed Retail Commerce
Executive Summary 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[27][35]. Traffic to retail sites from AI services surged 805% compared to 2024, with AI-referred customers converting at rates 38% higher than traditional shoppers[23][31]. Thi

Elias Zeekeh, MBA, CPA, CMA
Dec 1, 20255 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. What Are DATs? Digital Asset Treasury companies are publicly traded entities that hold cryptocurrency—specifically Ethereum—as their primary treasury reserve. Often pivoting from unrelated legacy businesses, these com

Elias Zeekeh, MBA, CPA, CMA
Nov 27, 20255 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, 20255 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, 20253 min read


BlackRock's Proposed Ethereum Staking ETF: Institutional Demand Dynamics and Long-Term Price Implications
BlackRock’s proposed Ethereum staking ETF has the potential to remake the landscape of both institutional crypto investing and long-term ETH price dynamics. This new Axum research deep dive explains why the iShares Staked Ethereum Trust could become a game-changer—unlocking regulated yield for institutions and fundamentally tightening Ethereum’s liquid supply. As BlackRock brings staking and yield-generation inside the ETF wrapper, institutional adoption is poised to accelera

Elias Zeekeh, MBA, CPA, CMA
Nov 21, 20251 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, 20252 min read
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