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Then along comes Nvidia (NVDA +8.01%), struttin’ like a peacock with a pocket full of cash. They drop five billion dollars on Intel – a lifeline, sure, but also a little like givin’ a life raft to the Titanic. They’re gonna embed Intel’s CPUs into some of their stuff. It’s a partnership, they say. I say it’s a hostage situation, but with more soldering. Intel’s stock has gone on a tear, up over 100% since the announcement. A hundred percent! That’s practically a miracle, folks! Or, you know, a really good PR campaign. Look, I’m not sayin’ Intel won’t turn it around, but I’d rather put my money on the horse that’s already winnin’ the race. And that horse, my friends, wears green and black.

For years, the shadow of Venezuela had clung to Chevron like a persistent fever, a constant drag on its otherwise robust portfolio. The nation’s energy sector, once a roaring engine of prosperity, had sputtered and coughed, choked by sanctions and mismanagement. The northern king’s pronouncements – a theatrical gesture more than a practical plan – shifted the geopolitical winds, but the real game, as always, lay beneath the surface. It wasn’t about armies or flags, but about control of the flow, the subtle choreography of tankers and contracts. Whispers circulated that any vessel daring to lift Venezuelan crude would require a blessing from Washington, a modern-day indulgence granted only to those who knelt before the altar of American policy.

The recent market flutterings over their earnings were, frankly, a bit tiresome. A momentary dip, followed by a recovery? One has seen more dramatic reversals over a particularly disappointing cucumber sandwich. The initial fuss stemmed from anxieties over smartphone production – a sector apparently prone to fits of pique and memory shortages. Rather predictable, don’t you think?

Apparently, Kessler dropped another $5.05 million on Canada Goose shares. Which, let’s be real, is a significant amount of money. It’s moved the stock to 3.7% of their portfolio, which feels…committed. Like that slightly-too-early Valentine’s Day gift that suggests a level of seriousness you’re not entirely sure you’re ready for.

Nvidia, of course, is the current darling of the market. A perfectly ghastly valuation, naturally – $4.2 trillion! – but one must admit, they’ve cornered the GPU market rather neatly. They’ve even managed to create a few millionaires along the way. A bit vulgar, perhaps, but undeniably effective. The question, then, is who’s next to enjoy such a vulgar display of wealth?

The thing is, nothing fundamentally changed. They’re still making these…chips. And people still want them. The whole AI boom? It’s just another bubble, isn’t it? A slightly more sophisticated bubble, maybe, but a bubble nonetheless. Yet, the stock jumped. It always jumps. And then, inevitably, someone gets hurt. Not me, of course. I’m just observing. With a profound sense of…discomfort.

This examination is not merely a recitation of figures, but a documentation of the mechanics of leverage—a system wherein potential gain is inextricably linked to the precipitous possibility of loss. It is a chronicle of how the pursuit of accelerated returns can, for the unwary, become a form of slow, methodical dispossession.