The Tangible Side of a Digital World: Don’t Overlook the Inputs

Published on October 13, 2025

Capital. Labor. Energy. Raw materials. These are the bedrock ingredients that determine whether companies can make things, move things, and scale profits. And if you want to be a better investor — especially in a world of rising volatility and structural shifts — it’s time to pay closer attention.

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OpenAI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking

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