The recent exuberance surrounding entities such as Nvidia has, predictably, inflated valuations to dizzying heights. One might be forgiven for suspecting a collective delusion, a fever dream fueled by the promise of untold riches. But let us not dismiss the possibility of genuine progress entirely. The question, as always, is discerning the signal from the noise.
Compared to the frankly alarming ascent of the past three years – an event that defied both logic and several established principles of financial physics – this relative calm has led some to wonder if the party’s over. Should one hold, sell, or perhaps invest in a slightly more predictable enterprise, like, say, a company that manufactures self-folding laundry? (The engineering challenges are considerable, naturally, but the potential market is… substantial.) I posit that there’s one thing Nvidia will do in 2026 that could, with a degree of improbability that shouldn’t be underestimated, reignite the upward trajectory.
From a modest beginning—$8.5 million—to a fleeting $144.2 million, the numbers swell, divorced from the slow, organic growth of things that endure. Two sites in North Dakota, holding 286 MW of power, a temporary fortress against the relentless tide. Fifteen years of contracted payments—$16 billion—mostly flowing toward CoreWeave, another name whispered on the wind. A delicate arrangement, built on the shifting sands of technological dependence.
The shares, naturally, have been subject to the usual manic fluctuations. Down 88% from its peak – a precipitous fall, even by the standards of this speculative age – yet somehow managing a 144% surge over the last three years, despite a recent dip. A performance that suggests either genius or sheer luck, and one is never quite certain which. The question, of course, is whether a modest investment today might, in a quarter of a century, blossom into a sum large enough to warrant a small island in the Aegean.
Yet, there is a persistent current in his pronouncements, a tendency towards eventual realization that defies simple dismissal. Optimus, then, is not merely a machine, but a question posed to the coming years. It stands two-armed, two-legged, a torso bearing the weight of expectation. Not as a replacement, mind you, but as a willing servant for the tedious, the perilous – tasks that dull the human spirit and fray the sinews. A price, they say, between twenty and thirty thousand dollars. A sum that feels both substantial and strangely… hopeful.
By the time the trading day had coughed itself to a close, Corning’s stock had puffed itself up by more than 15%. A quite remarkable swell, wouldn’t you agree?
The air around this company, you see, is thick with a peculiar fragrance – not of silicon and electricity, but of more. More growth, more innovation, more… faith. Investors, captivated by its recent surge, had priced Palantir not merely for sustained expansion, but for a blossoming so extraordinary it bordered on the mythical. A dangerous game, to demand such perfection from the imperfect machinery of the market. For in the realm of numbers, as in the lives of men, every ascent is shadowed by the possibility of a fall, swift and unforgiving.
Six out of twelve expenditures have already been sanctioned, and history demonstrates a penchant for last-minute resolutions – rather like a fashionable late arrival. The markets, being remarkably astute, are clearly anticipating a situation more akin to a brief theatrical pause than a full-blown tragedy.
It is a peculiar thing, this fascination with self-driving carriages. In Austin and San Francisco, a small fleet operates, once shadowed by watchful human hands. Now, the machines are loosed, entrusted with the lives of passengers. They claim the data has improved, the algorithms refined. But data is a cold comfort to those who trust their fate to circuits and sensors. The human eye, flawed as it is, still holds a certain…responsibility.
Thus, it should occasion no surprise to learn that my assessment of Tesla’s worth has suffered no alteration. Valued at just under $1.5 trillion, and boasting earnings of $4.8 billion over the past twelve months, it commands a price some 310 times those earnings. A sum that, were one to apply the most conventional measures, would suggest a certain… exuberance. Yet, Tesla still manages to earn more than its rivals, save perhaps BYD. Though BYD’s earnings reach $5.5 billion, their coffers lack the robust flow of funds – a positive $6.8 billion – enjoyed by our Tesla.
