In this episode of Macro, Micro and Small Cap News, we dissect Nvidia's latest earnings and break down why the massive AI capex cycle could lead to sharp earnings revisions by 2027–2028.

PLUS Turning to UK equities, we evaluate two growth-focused small caps: AdvancedAdvT (ADVT), led by Vin Murria OBE with a substantial cash pile and a 22.33% combined stake in M&C Saatchi; and Brave Bison (BBSN), detailing their ongoing bid for System1 (SYS1), strong organic momentum, and a 104% year-over-year revenue increase in recent interim results.

Special Summer Offer: Get 40% off your annual Sharepickers Investment Club membership (down from £249 to £149). Use coupon code POD40 at checkout on Sharepickers.com before midnight on August 31, 2026.

Key Topics Covered:

• Macro Deep Dive: The 5 Catalysts Threatening the AI Boom

• The 10:1 revenue gap between capex buildout and real software spend.

• Circular financing, private credit, and chip collateral risks.

• CommoditiSation of models ("cheap intelligence") and electric grid bottlenecks.

• The multi-year depreciation lag: Why hyperscalers (Meta, Alphabet, Amazon, Microsoft) are turning into capital-intensive infrastructure utilities.

• Macro & Indices:

• UK Small-Cap Stock Research:
  
  

  • AdvancedAdvT (LON: #ADVT): Serial entrepreneur Vin Murria OBE’s proven buy-and-build playbook, £96m+ net cash, and the strategic cross-holding in M&C Saatchi (LON: #SAA).

  • Brave Bison (AIM: #BBSN): The high-stakes 28% cornerstone stake in System1 (AIM: #SYS1), disciplined M&A execution, and interim financial highlights (+104% revenue growth).

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