The whispers on the wind – and, admittedly, the analyst reports – suggest that clearer U.S. crypto regulations, combined with the increasing number of institutions dabbling in digital currencies, might just make this stock a… let’s say, a ‘considered purchase’ before those earnings are revealed. It’s a bit like buying a slightly used dragon – potentially rewarding, but best to check its teeth first.
There’s a heap of talk about “growth stocks” these days, as if a company can simply decide to grow, like a boy deciding he’s had enough of arithmetic. It’s not quite so simple, is it? A company can boast about innovation all it likes, but if it ain’t makin’ a profit, it’s just a fancy way to burn through capital. Still, a man’s gotta put his money somewhere, and a few of these ventures, while risky as a rattlesnake in a boot, might just offer a glimmer of hope. I’ve taken a look, and I’ll tell you what I think, though I make no guarantees, mind you. A promise is a dangerous thing, especially when money’s involved.
Mr. Cohen, you understand, isn’t just any businessman. He’s the chap who built Chewy, a delightful enterprise that sends mountains of dog biscuits directly to your doorstep. A clever fellow, indeed. But getting involved with GameStop was a bit like rescuing a grumpy badger – a noble gesture, perhaps, but fraught with peril. He became the Big Cheese in late 2023, tasked with turning this wobbly enterprise around.
There’s a rather odd thing happening, you see. Some chip-making giants, like a fellow called Nvidia (a name that sounds suspiciously like a villain from a particularly dreadful comic book), are being valued sky-high. Investors are tossing money at them like confetti. But then there’s Micron Technology, a perfectly good chip-maker, being treated like a rather dusty, forgotten toy. It’s growing faster, mind you, but the grown-ups seem to have overlooked it. A bit like forgetting to feed a particularly clever hamster.
The company’s success, if one can apply such a term to a process so devoid of discernible purpose, hinges on its ability to intercept these flows. Name brands, once destined for full-price retail, are diverted, categorized, and presented to the public at a reduced cost. The savings are, of course, passed on, a gesture that feels less like generosity and more like the inevitable consequence of a system correcting its own excesses. This has, predictably, sustained foot traffic and average transaction values, a metric that seems almost tragically irrelevant in the grand scheme.
The promised byproduct of this accumulation—twenty-four thousand units of currency annually, delivered as ‘dividend payouts’—is presented as a ‘gift.’ A curious characterization. Gifts imply volition, generosity. This, rather, appears to be a calculated return, a predictable consequence of participation in the system. It is a reassurance, perhaps, offered to quell the inherent anxiety of entrusting one’s future to the vagaries of the market. The implication, unspoken, is that this flow of currency will continue indefinitely, a perpetually self-renewing source of comfort in an otherwise unpredictable existence.
Rigetti, it is said, boasts a velocity in computation surpassing that of its competitor, IonQ (IONQ 4.22%), by a factor exceeding one thousand. A seductive claim, reminiscent of the ancient paradoxes concerning Achilles and the tortoise. But what good is swiftness if the destination remains obscured, if each calculation is tainted by an inherent instability? For within the quantum realm, certainty is a phantom, a reflection in a hall of mirrors.
The iShares Expanded Tech-Software Sector ETF (IGV +0.79%) has experienced a bit of a tumble – eighteen percent, if you’re keeping score. Dreadful, one supposes, for those inclined to dramatics. But revenue growth amongst its constituents remains stubbornly robust, and AI, thus far, appears to be…helpful. A most agreeable state of affairs. It presents, one might venture, a rather sensible investment opportunity for those with a penchant for contrarian thinking.
It spent the year, predictably, growing into that price. Like a man attempting to fill a very large coat. A mere 5% gain for the year, but the underlying business, let’s be clear, wasn’t crumbling. It was simply…resting. Now, in 2026, with the valuation brought down to a more reasonable level – a price one might actually discuss over a cup of tea – the stage is set. The cloud, free from the burden of excessive expectations, can finally lift the stock to heights previously reserved for hot air balloons.
An SEC filing the other day suggested Berkshire might be shedding its entire stake in the company – roughly 325 million shares, amounting to about $8.5 billion. That’s a sum that could comfortably buy a small country, or at least a very large collection of antique staplers. Berkshire, you see, owns a hefty 27.5% of Kraft Heinz, making it the largest shareholder. A position it acquired, rather boldly, in 2015.