Data Centers: A Most Elegant Investment

However, let us not mistake a temporary correction for a crisis of imagination. The expansion of this industry is not merely probable; it is, dare I say, inevitable. ARK Invest’s Cathie Wood, a woman not given to understatement, anticipates a surge from a current $500 billion to a staggering $1.4 trillion by 2030 – a forecast echoed by the impeccably sensible analysts at Gartner. It is a sum that would make even a king envious, though I suspect most kings would squander it on less sensible pursuits.

AMD: A Reckoning in Silicon

Yet, even in such moments of irrationality, the discerning observer may detect opportunity. The precipitous decline has drawn the attention of those who seek not to participate in the panic, but to acquire value. The stock has begun a tentative recovery, and a more sober consideration of AMD’s underlying performance suggests a potential for further, substantial gains. It is a lesson in the enduring power of fundamentals, though one frequently obscured by the clamor of the crowd.

South Korea Launches Full Probe Into Bithumb Over $43B Bitcoin Transfer Error

South Korea’s financial regulator is thoroughly investigating the cryptocurrency exchange Bithumb following a significant error where approximately $43 billion worth of Bitcoin was mistakenly sent to the wrong recipients last week. Authorities responded quickly, signaling their worry about the potential impact on the financial market.

Tesla’s Robotaxi Dreams & My Portfolio’s Nerves

Self-Driving Car

The news lately, mostly from Elon Musk himself (a man who communicates with the same frenetic energy as a hummingbird on espresso), suggests things are…progressing. Apparently, there are over 500 of these things ferrying passengers around Austin and San Francisco. He anticipates doubling that number monthly. Monthly! It reminds me of my Aunt Mildred claiming she’d perfected a recipe for perpetual motion fruitcake. It sounds impressive until you consider the sheer logistical improbability.

The Dow’s Ascent: A Matter of Time and Weight

This index, once a reflection of the nation’s smokestacks, has transformed. From a dozen companies rooted in the tangible world of iron and coal, it now embraces thirty entities, many of them phantoms built on data and desire. Over the last decade, it has marked thirty-two thousand-point milestones, a relentless climb. But milestones, like tombstones, only mark the passing of time, not the quality of the journey.

Software’s Little Wobble: A Bargain Hunter’s Guide

Investors, those eternally anxious souls, are fretting that these AI contraptions will diminish the demand for existing products. The panic began months ago, but truly blossomed when Anthropic unleashed ‘Cowork’ – a conversational assistant that promises to automate everything from sales pitches to legal loopholes. One imagines a world where accountants are replaced by algorithms, and lawyers by…well, slightly more sophisticated algorithms. A frightening prospect, naturally, for those who profit from complication.

Lilly & the GLP-1 Boom: Millionaire Maker or Just a Fad?

The question isn’t whether these drugs work – they clearly do. It’s whether Lilly can turn this temporary weight-loss obsession into a decades-long, millionaire-making opportunity. Because let’s be real, diets are fleeting. But a pharmaceutical company that can help you maintain your jeans size while still enjoying a full-fat latte? That’s a business model I can get behind. From an investor’s perspective, naturally.

The Great Stablecoin Showdown: A Comedy of Errors at the White House

At the heart of the matter lies the hotly debated topic of interest-paying stablecoins. Ah yes, nothing like a good financial debate to get the blood boiling! The crypto zealots assert that offering a yield is merely a logical progression towards constructing an efficient financial utopia-where every citizen can frolic in the meadows of modern finance. Companies such as Coinbase, having raked in a staggering $355 million from stablecoins alone in the third quarter of 2025, champion this cause with all the fervor of a preacher at a revival.

ConocoPhillips: A January Rally & Some Curious Geopolitics

The earnings report didn’t arrive until February, which always feels a bit like presenting the bill after everyone’s already left the party. But January, it turns out, was a month brimming with…well, let’s call them ‘developments’ in the oil patch. Two rather large geopolitical events, specifically, provided a bit of lift to most companies involved in extracting stuff from the ground. It’s a reminder that the price of petrol isn’t determined by supply and demand so much as by who’s currently having a disagreement with whom.

A Yielding Bloom in the Frost: IIPR

Yet, even in such a landscape, a stubborn bloom persists. The dividend, currently yielding a rather astonishing 15.7%, offers a glimmer of warmth against the prevailing frost. The question, then, is not merely whether this yield can be sustained, but whether, by the year 2026, IIPR might yet offer investors something more substantial – a genuine resurgence, a lifting of the spirits, a vindication of faith.