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NVIDIA and Broadcom sit at opposite ends of the same buildout. One sells merchant compute to the whole market on the CUDA stack; the other designs custom accelerators for a handful of hyperscalers. This note explains why CIBFS has taken both, weighted 75/25 toward NVIDIA. The weighting is not defended on growth. Broadcom's guided quarter implies faster revenue growth than NVIDIA's, and the note retires that argument on its own page rather than leave a reader to find it. What remains is a twelve-point gap in GAAP operating margin on identical gross margins, a net cash balance sheet against a leveraged one, and a lower multiple once both companies are placed on the same accounting basis. A second check also went against us. The filings show NVIDIA is marginally more customer-concentrated than the other, so the breadth-of-demand argument was rewritten rather than set aside. Every multiple is derived from company guidance, with the workings shown. Paper portfolio; not investment advice. Research by Amanda Abreu Gray, Investment Analyst. Published 7 September 2026.

A BUY recommendation on British Petroleum (LSE: BP) framed around the 2026 Iran oil supply shock. The pitch argues that BP is well-positioned to benefit from elevated and sustained crude prices, drawing on the supply disruption thesis to support the entry case. Covers the macro setup, BP's operational leverage to higher oil, and the investment rationale behind the buy call.

A focused market piece on gold price action, examining how recent macro and currency dynamics have shaped the precious metal's trajectory. The report breaks down the drivers behind gold's moves - real rates, dollar strength, central bank demand, and risk-off flows - and considers what the current setup implies for the metal going forward.