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Now, Anthropic is one of those AI companies that pops up every other Tuesday, all promising to revolutionize everything. But Claude Code, it seems, is different. Semianalysis – a blog followed by people who know an awful lot about semiconductors, which is more than I do, frankly – has declared it a potential inflection point in what they call “Agentic AI.” Apparently, this means AI is moving beyond simply answering questions to actually doing things. They predict it could be responsible for over 20% of all code changes on GitHub by the end of the year. That’s a staggering thought when you consider how much code is already sloshing around in the digital ether. It’s a bit like discovering a new species of digital worker, isn’t it?

Let’s be real, Amazon’s Q4 numbers were…robust. Sales up 14%, hitting $213.4 billion? Advertising revenue jumping 23% to $21.3 billion? It’s like they’re vacuuming up all the disposable income in America. And AWS, their cloud division? That’s the real cash cow. $35.6 billion in sales, accelerating growth. By 2025, they’re projecting $128.7 billion in sales and $45.6 billion in operating income. It’s enough to make even Jeff Bezos raise an eyebrow.

Nvidia, a name now echoing in the halls of finance, stands as the most visible monument to this new era. To have surpassed a trillion dollars in valuation is not merely a matter of profit and loss; it is a testament to the collective belief—perhaps a delusion—that this company holds the key to unlocking untold possibilities. The demand for its graphical processing units, these intricate engines of calculation, is driven not by rational need alone, but by a feverish anticipation of what these machines might become. One cannot help but observe the vanity of those who proclaim themselves visionaries, conveniently forgetting the countless failed ventures that litter the path of technological progress.

Of course, one can’t have everything, and the quarterly figures did reveal a slight dip in revenue – a mere 7%, and hardly a catastrophe. Net income, following the usual accounting rigmarole, also took a bit of a tumble, falling to just under $294 million. But here’s the thing, you see: the chaps who make these sorts of predictions – the analysts, you understand – were expecting something considerably less. They were anticipating a revenue of $2.21 billion, and a paltry $1.61 per share for non-GAAP net income. Biogen, however, breezed past those numbers with the nonchalance of a seasoned golfer.

There are, at the moment, three companies that present themselves as… promising. Not guarantees, mind you. Such things do not exist. But they offer a glimmer of possibility, a chance to participate in this unfolding drama of artificial intelligence. A thousand dollars, if one can spare it, might find a small measure of growth within them. Though it is often the quietest investments that yield the most unexpected returns, isn’t it?

The prevailing expectation, it seems, is that quantum computation will, in due course, disrupt established industries. Encryption, genetic analysis, financial forecasting – all are anticipated to yield to the probabilistic calculations of these machines. A neat proposition, if one disregards the considerable distance between anticipation and realization. The precise mechanism by which this disruption will occur remains, predictably, obscured by layers of technical jargon and optimistic projections.

The signal originates, as it often does, from the periphery – from the cost of insuring against the possibility of failure. Oracle, a name once synonymous with stability, now bears the mark of increased scrutiny. Its credit default swaps, those instruments of quiet desperation, have risen fourfold since September – a stark testament to the bond market’s growing apprehension regarding the company’s obligations. It is not merely a tremor; it is a sustained pressure, a tightening of the financial noose.

They traded 53.8 million shares, which sounds like a lot, until you remember that’s basically the entire population of Spain deciding to gamble on Dogecoin. It’s up 138% since its IPO, which, honestly, feels less impressive when you consider the entire market has been doing a sort of jittery tap dance for the last three years. I keep waiting for the music to stop, but it just keeps getting louder.