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Blackwell was to be the first step in Nvidia’s newfound cadence: annual chip and platform updates. And true to form, Blackwell has driven Nvidia’s earnings upward like a storm chasing the horizon. The data center revenue from Blackwell surged 17% in the latest quarter. And Nvidia’s stock? It too has followed the wind’s course, climbing 40% in 2025 alone. But then the question naturally arises-where will Nvidia be in two years, 24 months after Blackwell’s thunderous debut?

The initial surprise at Wells Fargo’s 10% stock surge is understandable-a bit like finding a five-pound note in an old waistcoat pocket. But let us peer beneath the bonnet, shall we? The numbers, much like a well-tailored suit, fit rather splendidly across the board.

Consider the paradox: the same technology stocks that once seemed to defy gravity now loom like gilded gargoyles, their valuations swollen by the deluge of AI hype. The Nasdaq-100, that overfed peacock, has strutted itself into a state of terminal obesity, its tail feathers weighted down by the “Magnificent Seven”-a cabal of corporate titans who have turned the art of speculation into a self-fulfilling prophecy. Yet here lies the rub: the VTI, in its egalitarian hubris, scatters its affection across the entire stock market, including the anemic micro-cap stocks that resemble dandelion seeds caught in the downdraft of a jet engine. It is a curious strategy, this attempt to balance the scales between the titan and the terrier, the siren song of innovation and the dirge of value investing.

IMAGE SOURCE: GETTY IMAGES.

Imagine, if you will, a world where Coca-Cola (KO) is not merely a beverage but a sugary alchemist, turning liquid into loyalty. Buffett, that shrewd old owl, has poured $28.3 billion into this fizzy empire. Why? Because while the market stumbles like a drunkard, analysts predict a 15% price target. They’re not wrong. Coca-Cola’s factories are scattered like breadcrumbs across continents, avoiding the sticky fingers of tariffs. Tariffs! Those greedy little goblins who nibble at profits. But Coca-Cola? They sip their syrup in peace, bottling joy without fear of foreign tariffs scowling over their shoulders.

The company now stands at the threshold of a new season. Its roots dig deeper into three fertile trends: the frostbitten thaw of AI infrastructure, the autumn of retirement wealth, and the spring of real estate renewal. These are not mere market shifts but tides that will shape the next era of capital. To buy Brookfield today is to purchase a plot in this unfolding epic-a choice as inevitable as the turning of leaves.

[IMAGE SOURCE: VERIZON.]