Tim Hardwick

From semiconductors and data centres, through power, energy and critical materials, all the way into orbit, and onto the enterprise workflows that ultimately have to pay for it.

I'm Tim Hardwick, founder of QF Markets, and I'm recording this on Tuesday 20th October 2026.

This market picture includes last week's close, Monday's trading and news available this morning.

This week's main earnings releases are still ahead of us as I record.

From semiconductors and data centres, through power, energy and critical materials, all the way into orbit, and onto the enterprise workflows that ultimately have to pay for it.

I'm Tim Hardwick, founder of QF Markets, and I'm recording this on Tuesday 13th October 2026.

In today's episode, we're covering four things.

The macro regime, the AI supercycle itself, natural resources and geopolitics.

From semiconductors and data centres, through power, energy and critical materials, all the way into orbit, and onto the enterprise workflows that ultimately have to pay for it.

I'm Tim Hardwick, founder of QF Markets, and I'm recording this on Wednesday 7th October 2026.

As usual, I'm going to work through five parts.

The macro regime, the AI supercycle, natural resources and geopolitics, the view from my framework, and finally, what matters next.