The current obsession, it seems, is lithium batteries. Specifically, making them better. Longer range, more durable. It’s all very sensible. And a lot of money is being thrown at it. Which, historically speaking, is always interesting.
The numbers, of course, are presented as cold, hard fact: a market poised to swell from $375.9 billion to $2.48 trillion by 2034. A compound annual growth rate of 26.6%. These are merely the echoes of a deeper phenomenon – a hunger for processing power that is reshaping the contours of our world. It is as if the collective imagination, once tethered to the limits of human calculation, has been unleashed, demanding ever more intricate and complex tools to give form to its visions.
And the Dow? Really? It’s the last place you’d look for excitement. It’s like… beige. But fine, if you must chase yield, let’s at least look at the damage. Because let me tell you, the whole thing is a mess. A complete and utter mess.
The equivalence of expense ratios is a minor curiosity. A perfectly symmetrical cost for two divergent paths. VGIT, with its slightly elevated one-year return, suggests a quicker traversal of a narrower, more defined corridor. BND, despite a marginally lower return, commands a significantly larger AUM – a testament to the enduring human preference for the illusion of comprehensive coverage, even if it entails a slower pace.
The present price, one ventures to suggest, does not adequately reflect the vigour and promise of Nvidia’s performance. Indeed, it presents an opportunity, not often encountered, for a prudent investor to secure a share in a venture exhibiting such robust prospects. One might almost deem it…advantageous.
A brief accounting, for those inclined towards such vulgar displays of arithmetic:
The company’s trajectory, once ascending, now hinges upon the capricious whims of OpenAI, a privately-held entity whose valuation exceeds that of many nations. This dependence, this consignment of future earnings to a single customer, is a perilous undertaking. It is a form of economic serfdom, a relinquishing of agency in the pursuit of short-term gain. The reported withdrawal of a proposed $100 billion investment by Nvidia, a behemoth in its own right, is not a mere financial adjustment. It is a signal, a chilling premonition of uncertainty surrounding OpenAI’s viability. The sheer scale of OpenAI’s commitments – $281 billion to Microsoft’s Azure, $300 billion to Oracle – is breathtaking, a testament to unrestrained ambition and a disregard for the fundamental laws of economic sustainability.
Amazon. The very name evokes a boundless expanse, a digital archipelago where the desires of millions are tallied and fulfilled. It is a company that has, through relentless expansion, reshaped the contours of commerce, and, in doing so, subtly altered the habits of a generation. One observes, with a degree of disquiet, the extent to which our lives are now interwoven with its infrastructure. Its origins, a humble bookselling venture, now seem a distant echo, swallowed by the immensity of its present form.
We’re looking at two attempts to simplify access to the digital wild west. Both are trying to get you in on the action, but they’re approaching it with different levels of… shall we say, sanity. One’s laser-focused on Bitcoin, the other’s spreading its bets like a gambler with a questionable strategy. And believe me, I’ve seen questionable strategies. I once advised a man to invest his life savings in trained hamsters. Don’t ask.
They’re posting profits now, see? SKYROCKETING profits, they say. After years of bleeding cash into the digital abyss. The stock? Down 48% from its peak. Forty-eight percent! That’s not a dip, that’s a goddamn freefall. But is it a screaming bargain? A chance to ride the Mouse on a BULL RUN before the whole thing goes nuclear?