Right. So, the portfolio. It’s… a work in progress. Honestly, it mostly feels like a series of hopeful bets punctuated by moments of sheer panic. Everyone’s talking about growth stocks, of course. But finding ones that haven’t already had the life sucked out of them by the AI hype? That’s the tricky bit. It’s all a bit… frothy, isn’t it? Like a cappuccino that’s about to overflow. Still, one must try. One must. So, here’s what I’m looking at. A little list, if you will. Because lists are calming. They imply control. Even when they don’t.
1. GE Vernova
GE. Honestly, it was a mess, wasn’t it? A sprawling, complicated mess. They decided to break it up, which seemed… sensible. Like finally admitting you need to declutter. And then there’s Vernova. The power bit. I was skeptical, naturally. But apparently, it’s doing… surprisingly well. Revenue up 12%? That’s… good. Isn’t it? It’s mostly gas turbines, which feels a bit… last century. But they’re also doing grids, and apparently, that’s booming. Like, really booming. Doubling revenue. Which is… a lot.
They’ve got this backlog, apparently. A huge, growing backlog. It’s like they’re anticipating a massive demand for… power. Which, given everything, makes sense. Data centers, electric cars… everything needs juice. It’s just… quietly getting on with it. Which, frankly, is rather endearing. The stock hasn’t moved much, which is annoying. But maybe that’s the point. It’s a slow burn. A sensible investment. Something a responsible adult would make. (I aspire to be that adult.)
2. Alphabet
Okay, so Alphabet. Not exactly a hidden gem, is it? Everyone owns Alphabet. It’s the safe bet. The sensible choice. But still… I keep looking at it. It’s just… huge. And it’s not just search anymore. Cloud computing, YouTube… it’s all adding up. And the cloud computing bit is growing fast. Faster than Microsoft and Amazon, apparently. Which is… impressive.
They’ve got these things called TPUs. Tensor Processing Units. Sounds terrifying, doesn’t it? But apparently, they’re brilliant for AI. And companies like Anthropic and even Meta are interested. Which means… money. Lots of money. It’s all evolving, adapting. It’s… efficient. Which is something I’m not, generally. (Units of procrastination logged today: 7. Attempts to resist online shopping: 0.)
3. Nebius
Right. Nebius. This is the one that feels… risky. But also… exciting. It’s all about AI data centers. And inference. Whatever that is. (Must Google “inference” later. After another coffee.) Apparently, it’s good at complex AI stuff, especially for life sciences and robotics. And Microsoft is actually buying services from them. Which is… a good sign.
The revenue is expected to grow by 373% next year. Which is… astonishing. And then 500% the year after. It’s… a bit terrifying, frankly. It’s not profitable yet, which is… concerning. And the stock is already priced for growth. Which means… volatility. (Panic levels currently at 6/10. Considering stress-baking.) But analysts are optimistic. They think it’s a strong buy. And their target price is almost 50% above the current price. Which… might be worth the risk. (Deep breaths. One must be brave. One must.)
So, there you have it. The portfolio. A fragile, hopeful, slightly neurotic mess. But it’s mine. And that, I suppose, is something.
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2026-01-19 17:52