The Algorithm and the Abyss: Two Stocks for a Troubled Future

To speak of “growth” in these times feels… almost indecent. As if the relentless march of progress, this insatiable hunger for more, were not itself the source of so much quiet desperation. Yet, the market demands its pound of flesh, and we, its humble servants, must seek out those instruments of potential fortune, even as we question the very nature of that fortune. One turns to technology, naturally. A refuge, perhaps, from the gnawing anxieties of existence. Or merely a more efficient means of their amplification.

There is a temptation, a seductive ease, in chasing the new, the glittering promise of the unproven. But true value, I suspect, often resides in the foundations, in those entities that have already weathered storms, even as they prepare for the next. To seek both, then – the volatile hope and the established strength – is not mere diversification, but a recognition of the inherent duality of human endeavor. A desperate gamble, perhaps, but what isn’t?

I present, then, two companies, both entangled in the burgeoning, and frankly terrifying, realm of artificial intelligence. Not as beacons of salvation, but as reflections of our own ambition, our own capacity for both creation and self-destruction.

1. Nvidia

Nvidia (NVDA +0.80%)… the name itself evokes a certain cold precision. Some dismiss it as yesterday’s miracle, a spent force in the relentless cycle of innovation. They seek the next fleeting trend, the next ephemeral bubble. Let them. There is a solidity to Nvidia, a depth of engineering that transcends mere hype. The stock’s recent ascent—over 1,100% in five years—is not simply a matter of luck, but a testament to its fundamental importance.

The demand for processing power, for the very infrastructure of this new intelligence, is insatiable. Cloud providers, research institutions, even those dabbling in the more… esoteric applications of AI… all require Nvidia’s chips. The company itself predicts trillions in spending by the end of the decade. A staggering sum, isn’t it? Enough to make one question the sanity of it all. Yet, the spending will occur. The machine demands its fuel. To own Nvidia now is not merely to participate in a growth story, but to acknowledge the relentless, almost terrifying, momentum of technological advancement.

2. Nebius

Nebius (NBIS 3.14%)… a more fragile bloom, perhaps, but no less intriguing. It offers not the chips themselves, but the capacity, the very space for these artificial minds to reside and operate. Demand is so high, they report being sold out. Sold out! Imagine that. Contracts with giants like Microsoft and Meta Platforms… names that resonate with both power and a certain… emptiness. It’s as if they are building cathedrals to an unknown god.

Revenue is soaring, doubling in mere months. The stock has climbed 124% in a year. A dizzying ascent, and one that carries with it a certain… precariousness. Nebius must invest heavily, constantly expanding its infrastructure to keep pace with this growth. A risky endeavor, certainly. A gambler’s paradise. But for those willing to accept the inherent volatility, the potential rewards are… substantial. It is a company built on the edge of possibility, and as such, it embodies the very spirit of our age: a desperate, exhilarating, and ultimately unknowable future.

2026-02-12 05:12

1. Nvidia

2. Nebius

Read More