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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


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, 20251 min read


The Age of Abundance: How Artificial Intelligence Will Create Prosperity, Not Poverty
Unlock a fresh perspective on the future of artificial intelligence with this in-depth research report from Axum Holdings. Challenging the widespread fear of "AI-driven job loss," this comprehensive analysis draws on over 100 empirical studies, economic forecasts, and real data to paint a radically different vision: one where AI acts as the engine of unprecedented prosperity. In this essential report, you'll find: A data-driven debunking of mass-unemployment myths , revealing

Elias Zeekeh, MBA, CPA, CMA
Nov 13, 20251 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, 20252 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, 20252 min read


AI Infrastructure Meets Real Assets: The Rise of Digital Utilities
Discover how artificial intelligence is driving a historic transformation in global infrastructure investment in Axum Holdings’ latest research: “AI Infrastructure Meets Real Assets: The Rise of Digital Utilities.” This publication examines the convergence of AI datacenter demand with the power and infrastructure sector, revealing why traditional utilities like Brookfield Infrastructure Partners are becoming indispensable to the digital economy. As datacenters push for a proj

Elias Zeekeh, MBA, CPA, CMA
Nov 7, 20251 min read
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