Agentic AI isn’t about robots developing existential crises. It’s about programs that, once given a task within their rather limited understanding of the universe, can simply… do it. Autonomously. With minimal human supervision. Think of it as a particularly diligent (and utterly lacking in imagination) apprentice who never asks for a raise.1
TSMC expects this… surge to continue. First-quarter revenue projected to be between $34.6 and $35.8 billion. A 38% increase. One wonders if they are not secretly building a second moon, powered entirely by these chips.
Nvidia, the name itself now echoing with the weight of expectation, had risen from the obscurity of graphics cards to become the architect of this new reality. A decade ago, a modest investment of ten thousand dollars in its shares would have blossomed into a fortune exceeding two and a half million, a transformation so complete it felt like alchemy. But the question now, whispered in the cool, dark spaces between data centers, was not whether such miracles could happen, but whether they could be repeated. The ghosts of past booms – of railroads and dot-coms – danced in the flickering light of the screens, reminding everyone that even the most dazzling constellations eventually fade.
Thus, the gates of institutional legitimacy creak open wider-though, amusingly, ADA, LINK, and XLM barely blinked at the news. Perhaps they were too busy napping. 💤
However, I suspect this reign is…temporary. A fleeting moment of silicon supremacy. The crown, I predict, will soon rest upon a different brow. Not that Nvidia is inherently flawed – far from it. It is merely…vulnerable. And the challenger? Alphabet. Yes, that Alphabet. The one that began with a search engine and has since accumulated a portfolio of projects so diverse it resembles the cluttered workshop of a particularly eccentric artisan.
And then, Stephen Hemsley reappeared. Like a slightly exasperated parent returning to clean up a mess. He was the architect of their whole vertical integration thing, apparently. Which sounds…complicated. But the idea is, they own everything – the insurance, the care delivery, even the pharmacies. It’s supposed to be a moat. A very expensive, heavily guarded moat.
Nvidia, a name now uttered with the reverence once reserved for titans of industry, has ascended to a market capitalization that would make Croesus blush. Its dominion stems, naturally, from the graphic processing units—those silicon sprites that conjure the illusions of artificial intelligence. To call them merely ‘powerful’ would be akin to describing a Fabergé egg as ‘shiny.’ They are the engines of this new conjuration, and Nvidia, its benevolent, if implacable, sorcerer.
U.S. lawmakers, armed with the optimism of a man who’s just discovered a new religion, shared social media posts that hinted at negotiations nearing consensus-though one might argue they’ve been “near” since the invention of the wheel. The sentiment was that bipartisan legislation to support the digital asset industry is “within reach,” a phrase that has haunted Washington since the days of the Whiskey Rebellion. 🕵️♂️
My Aunt Mildred, who believes stock tips are gleaned from the arrangement of tea leaves, was particularly insistent. “A strong January,” she declared over a disturbingly floral Earl Grey, “means a prosperous year!” I tried to explain the concept of market volatility, but she just waved a biscuit and said something about “following the energy.” It’s exhausting, being the responsible one. But, of course, I secretly checked the numbers after she left. Just in case.
Value Holdings scooped up 98,289 shares in the last quarter. That brings their stake to 2.5% of their portfolio. Which is a polite way of saying they’re committed. Like, “we’ve seen this movie before, and we’re bringing snacks” committed. The value of the position increased by $6.33 million, which is good news. Unless you’re counting in Monopoly money.