Two Stocks for the Discerning Investor

Broadcom (AVGO), that most elegant of semiconductor architects, has a habit of making rivals look like poorly tailored suits. While Nvidia basks in its moment in the sun, Broadcom is quietly stitching together the next chapter of AI infrastructure. One might call it the couturier of custom chips.

Bitcoin Plummets Like a Clumsy Clown, $1.2B Liquidated in Chaos 🤡💸

As I write, BTC hovers at a whimsical $104,767, slipping 5.37% in mere hours-like a slipping on banana peel-and over the week, a reckless 13.95%. The market cap, a stat that sounds impressive but often isn’t, stands at $2.1 trillion, while traders scramble like headless chickens, pushing trading volume to a staggering $114 billion-because who doesn’t love a good panic sale? 🐔💥

A Whirlpool of Woes: QSM’s Strategic Retreat from Appliance Giant

On October 16, 2025, the financial world received its daily dose of paperwork-the kind that makes markets tick like a well-calibrated cuckoo clock. Buried within QSM’s SEC filing was news that would make any appliance store manager wince: the fund had decided Whirlpool wasn’t quite the “must-have” item it once seemed. After this culinary divorce, QSM still held 40,456 shares (worth $3.13 million), though their portfolio now resembled more of a toaster oven than a full kitchen suite.

The Sweetest Streamer: A Tasty Morsel for Investors

Now, this is no ordinary confection. Roku-the wizard who first sprinkled magic dust on clunky televisions to make them “smart”-has baked itself a fresh gingerbread man of profitability. Three years in the famine forest? Pah! Now it’s feasting on revenue growth sweeter than a jam-filled doughnut, with cash flow trickling like a chocolate river into its vaults.

A Dash of AI: Snowflake Meets Palantir in the Tech Ballroom

Palantir, you see, launched his Artificial Intelligence Platform (AIP) in April 2023 with the air of a man who’d just discovered that his monocle could also serve as a magnifying glass for spotting opportunities. The results? A rather impressive waltz of numbers: revenue leapt 44% in the first half of 2025 to $1.89 billion, while net income more than doubled, like a well-brewed tea growing stronger with each steep. By contrast, in 2023, the same period had yielded a modest 15% growth. “A dashedly clever bit of code, what!” one might exclaim, though one suspects the real magic lies in the 140% surge in new orders during Q2-$2.3 billion worth, enough to make even the most stoic investor’s eyes widen.

Walmart’s Quiet Triumph: A Seasoned Investor’s Reflection

The company’s stock, like its warehouses, has accumulated value with the patience of a miser. Over the past decade, it has yielded annual returns of 20.5%, a figure that humbles the S&P 500’s 14.8%. This year alone, it has climbed 19% through October 15, a performance that whispers of resilience rather than boastful fanfare. Yet for all this success, the road ahead remains uncharted, and the seasoned investor senses opportunity in the mist.