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Lisa Su at CES. A woman who understands the geometry of greed. She dropped a number: 1 zettaflop to 100 zettaflops since 2022. ZETTAFLOPS! Try wrapping your brain around THAT one after a triple espresso and a questionable breakfast burrito. It’s exponential, man. Pure, unadulterated exponential growth. And she’s saying it needs to increase another 100-fold in the next five years? That’s not a prediction, that’s a declaration of war on the laws of physics.

Earnings drop next week. A chance to prove something. Or to confirm the obvious. I’m watching. Not with hope, mind you. Just a professional curiosity. Like a doctor examining a patient already on life support.

Both emerged from the shadowy world of digital mining, those cavernous halls where fortunes were won and lost on the fluctuating price of ghosts. Iren, first, a name whispered among those who sought to harness the power of Bitcoin, built its empire on the relentless churn of computation. But Mateo, a man who understood the cyclical nature of things, saw a premonition in their pivot, a recognition that the gold rush of crypto would eventually yield to a different kind of treasure – the boundless potential of artificial intelligence. They retained a curious flexibility, a willingness to dance between the ephemeral world of blockchain and the more grounded demands of AI, like a gambler hedging his bets against the whims of fortune.

Broadcom. Now, they’re not exactly flashy, are they? They’re the unsung heroes, the plumbing of the internet, quietly ensuring everything else functions. Everyone gets excited about the GPUs, the shiny bits that actually do the AI magic. But who builds the stuff that connects it all? Broadcom. They make the networking gear, the switches, the interconnects… the stuff that keeps the whole data center from collapsing into a digital heap. It’s not glamorous, but it’s essential. And, frankly, it’s where the real, consistent money is.

The stock has performed well, increasing by 50% over the last five years. While that growth might not seem as impressive as some fast-growing tech stocks, Coca-Cola provides a level of stability that makes it a good long-term investment. In fact, Warren Buffett has believed in this stability for decades, first buying shares in the late 1980s and continuing to hold them ever since.

Several financial entities, drawn by the siren song of probabilistic valuation, have begun to navigate these nascent waters. Some seek alliances with the established platforms, while others attempt to construct their own predictive architectures. A notable number, however, exhibit a curious aversion to the more volatile, retail-driven markets, such as those centered around athletic competitions, preferring to confine their prognostications to the ostensibly more rational spheres of economics and geopolitics. This selectivity is not, perhaps, a matter of prudence, but a tacit acknowledgement of the inherent irrationality that underlies all human endeavor.

The talk, naturally, was of bubbles. A feverish speculation, fueled by the promise of artificial intelligence, had gripped the markets. Three consecutive years of double-digit gains had lulled many into a dangerous complacency, a forgetting of the lean years, the quiet desperation of a portfolio starved of income. The whispers grew louder—three to four trillion dollars poured into infrastructure, a sum so vast it seemed to mock the modest returns of honest labor. Yet, Mateo, a man who measured wealth in the slow accumulation of decades, knew that such grand gestures rarely yielded immediate fruit. He’d learned that the most resilient trees were those that grew slowly, their roots anchoring them against the storms.

Currently, we’re looking at a market cap of $1.56 trillion. That’s a lot of zeros. Enough zeros to make Scrooge McDuck jealous. And it’s all thanks to those little silicon chips that power everything from your phone to the servers running…well, everything. The demand for their data center and AI solutions? Let’s just say it’s not slowing down anytime soon. So, what’s next for this high-flying stock in 2026? Buckle up, buttercups, because I’m about to lay it on you.

The whole thing feels a bit bifurcated, doesn’t it? Like, on the one hand, they’re talking about full self-driving subscriptions going up – 38% year-on-year! – and this Robotaxi thing, and even humanoid robots! Robots! It sounds like science fiction, frankly. But on the other hand… the actual numbers. Oh, the numbers.