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But there’s a rumble on the horizon. A whisper of something… different. David Einhorn, a man who understands the sickness of this system, is betting BIG on a different scenario. He’s saying Warsh, the new Fed chair, is going to unleash a torrent of cuts, a desperate attempt to prop up this crumbling edifice. “Substantially more than two,” he says. Substantially. The man has a sense of the DRAMA.

The filing with the SEC reveals an increase of 123,205 shares. A mere number, one might say. But consider the implications! Northeast Planning, a steward of considerable wealth, has deepened its commitment to these bonds. Their UITB holding, now valued at $19.4 million, is not merely an asset; it is a confession. A confession of a desire for stability in a world perpetually on the brink. The transaction, calculated based on the fourth quarter of 2025, is a fleeting glimpse into the calculations of those who shape the market – a desperate attempt to anchor themselves against the inevitable tides.

They say the company’s aiming for commercial flights by 2028, even dreaming of ferrying folks to and fro during the Los Angeles Olympics. And there’s talk of Abu Dhabi flights, expanding, and generating revenue. They’ve even gone and purchased an airport near Los Angeles, Hawthorne, which, bless its heart, already turns a profit. Though, mind you, that profit ain’t comin’ from these fancy flying machines, but from good, old-fashioned terrestrial business.

Qualcomm, you see, has been momentarily overlooked, and that, my dears, presents a perfectly amusing opportunity. It’s trading at a discount – a full 23% off its January peak, if you please – which, for a company poised on the brink of… well, let’s call it “advancement,” is rather silly.

The current valuation, a premium that feels increasingly unearned, is a puzzle. A generous price, perhaps, for a company still capable of surprising us. But one wonders if the market, in its collective enthusiasm, remembers the weight of expectations, the relentless need for… something new. The numbers, of course, tell a story, but they rarely capture the subtle shift in perception, the growing sense that the magic, if it ever truly existed, is beginning to dissipate.

Stock prices, after all, are not reflections of present reality, but shimmering projections of future possibilities – often wildly optimistic, occasionally prescient. To assess whether Micron can truly join the trillion-dollar club, we must dissect the forces driving its current elevation, and, more crucially, determine if those forces possess the stamina for a prolonged climb. The market, you see, is a fickle mistress, easily seduced by novelty, but equally prone to capricious withdrawal of favor.

The government, in its infinite wisdom, offered a bit of a sweetener – a tax break to encourage these purchases. But like most good things, it came to an end in October of last year. And wouldn’t you know it, sales took a tumble. A rather substantial tumble, in fact – down nearly half in a single quarter. Seems folks aren’t so eager to spend their hard-earned dollars on something when the government stops lending a hand. By the year’s end, these electric contraptions accounted for only 7.8% of all vehicles sold – a slight dip from the year before. A fella could almost hear the gears grinding on Wall Street.

Both entities preside over the largest repositories of digital attention, and both have, with a chilling efficiency, incorporated what is termed “artificial intelligence” into their operations. This is not innovation, but a necessary adaptation to maintain control within an increasingly fragmented landscape. A closer examination reveals not promise, but a deepening entanglement in a process beyond comprehension.