
Right. So, the thing is, everyone’s going on about crypto. Explosive gains, they say. It’s all very…exciting. And terrifying. I mean, I bought a bit of Dogecoin, purely for research purposes, naturally. It’s currently…somewhere. Lost in the digital ether, probably. The problem is, it feels less like investing and more like a particularly high-stakes game of chance. It’s all so…sentimental. Driven by tweets and Elon Musk’s latest pronouncements. Frankly, it’s exhausting.
I’ve been doing some thinking – a lot of thinking, actually, mostly at 3 am – and it seems like Artificial Intelligence, while not exactly glamorous, is actually building something…sustainable. Gartner says AI spending is going to be, like, $2.5 trillion by 2026. Which, when you think about it, is a lot of money. And not based on whether someone posted a funny meme.
So, here’s my list of slightly less anxiety-inducing investments. Two tech stocks that might actually, you know, grow without requiring a constant stream of caffeine and stress-induced digestive issues.
Nvidia
Nvidia. It sounds like a villain from a science fiction film, doesn’t it? But actually, they’re building the infrastructure for all this AI stuff. It’s less about hype and more about…actual demand. Goldman Sachs reckons hyperscalers are going to spend $527 billion on AI in 2026. That’s a lot of chips.
It’s not like crypto, where a rogue tweet can send everything plummeting. This is more…solid. More tied to actual work. And they’re not just selling hardware; they’re selling solutions. Like, entire AI server systems. Apparently, it’s called rack-scale AI. Sounds terribly efficient. And less likely to disappear into the internet void.
They’ve got this new system, Vera Rubin, which is even more efficient. And OpenAI is apparently ordering a lot of it. Like, 10 gigawatts worth. Which, I’m told, is a lot. I mostly measure things in cups of tea. Anyway, the point is, they’ve got revenue visibility out to 2026, exceeding $500 billion. Which means, for once, I might actually be able to sleep through the night.
ServiceNow
ServiceNow. It sounds like a helpful robot from a slightly dystopian future. But it’s actually a cloud-based platform that digitizes and automates enterprise workflows. Which, let’s be honest, sounds incredibly boring. But also…sensible. And stability is a very underrated quality in an investment.
Their subscription revenue is up nearly 20% year-on-year. And they have a 98% customer renewal rate. 98%! That’s almost unheard of. It’s like finding a pair of jeans that actually fit. And they have a backlog of $28.2 billion. Which means, barring a catastrophic global event, they’re pretty much guaranteed to make money for the foreseeable future.
And they’re monetizing AI, too. Apparently, their AI product suite, NOW Assist, has already generated over $600 million in annual contract value. It’s expected to exceed $1 billion in 2026. Which is…significant.
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. Operating Margin Growth (ServiceNow): Expanding. Free Cash Flow (ServiceNow): Positive. Overall Anxiety Level: Slightly Reduced. I think, just maybe, this might be a slightly smarter, slightly more resilient pick than any cryptocurrency. At least, I hope so. I really, really hope so.
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2026-02-07 19:02