Right. So, the market. It’s…a thing. Everyone keeps saying AI is the future, which, logically, makes sense. But logically doesn’t always pay the mortgage, does it? I’ve been wading through the numbers, trying to find stocks that don’t feel like complete gambles, and honestly, it’s exhausting. It’s like trying to find a sensible pair of shoes in a sale – everything’s either hideous or about to fall apart. But I think – think – I’ve found a few that might just, possibly, not bankrupt me. Here’s the log. Must remain optimistic. Must.
Nvidia
Nvidia. Okay, everyone’s talking about Nvidia. It’s the obvious one, isn’t it? Which immediately makes me suspicious. But the numbers…they’re actually quite compelling. A forward P/E of around 25 times, and a PEG under 0.7? That’s…reasonable. Dare I say, attractive? It’s like finding a reasonably priced avocado. A miracle. They’ve basically cornered the market on the chips that power all this AI stuff, and their CUDA platform is apparently a big deal. It’s all very technical. I mostly nodded politely when the analyst explained it. Data center spending is expected to go up, which is good. It’s all about infrastructure, apparently. I’m starting to feel slightly less panicked. Slightly.
Units of Cryptocurrency Lost: 3. Hours Spent Staring at Stock Charts: 7. Number of Times I Considered Becoming a Beekeeper: 2.
Taiwan Semiconductor Manufacturing
TSM. Taiwan Semiconductor Manufacturing. Sounds…important. And it is, apparently. They make the actual chips. The physical chips. Which is, you know, crucial. They have a near-monopoly, which is slightly terrifying, but also, from a purely financial perspective, quite appealing. The forward P/E is 23 times, and the PEG is also under 0.7. It’s starting to feel like a pattern. Is this what ‘value investing’ feels like? Is this…hope? They’re working with customers to increase capacity, which is good. Demand is high, which is also good. And they can actually make these chips, reliably, which, apparently, is a major achievement. They’re gaining pricing power, which means they can charge more. Excellent. My therapist will be so pleased I’m focusing on positive outcomes.
Number of Times I Googled “What is a Semiconductor?”: 4. Attempts to Explain the Concept to My Cat: 1 (He was unimpressed).
Meta Platforms
Meta. Formerly Facebook. Still slightly haunted by the Cambridge Analytica scandal, but…the numbers. A forward P/E of 24 times, and a PEG under 0.9. It’s almost…too good to be true. They grew revenue by 24% in Q4, and expect it to accelerate in Q1. Which, logically, is a positive sign. It’s all powered by AI, apparently. They use it to improve their recommendation algorithms, which keeps people glued to their screens for longer. (I should probably test this theory myself…for research purposes, obviously). And it helps advertisers target users more effectively, which means they can charge more for ads. It’s all so…efficient. They’re even serving ads on WhatsApp and Threads now. More data. More revenue. It’s a bit unsettling, but also…compelling. I’m starting to suspect I’ve accidentally become a capitalist.
Hours Spent Scrolling Through Instagram (For Research): 6. Number of Times I Questioned My Life Choices: Too many to count. Overall Anxiety Level: Still elevated, but marginally lower. Perhaps, just perhaps, I might actually make some money. Or at least, not lose too much.
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2026-02-03 18:02