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Take Vertiv, for example. A perfectly respectable manufacturer of cooling and electrical systems. They’ve multiplied their dividend fivefold in three years. A commendable effort, certainly. But the yield? A paltry 0.1%. The share price, you see, has taken flight, propelled by the insatiable demand for servers and data centers. It’s a cruel irony. The dividend, meant to reward loyalty, is swallowed whole by the very growth it signifies. Micron Technology suffers a similar fate. A fleeting 0.9% yield, now reduced to a whisper. One begins to suspect a conspiracy. A deliberate attempt to mock the patient investor.

The company, unlike some of its rivals, did not succumb to the siren song of immediate expansion, of chasing volume at the expense of careful construction. A curious decision, perhaps, in a world obsessed with quarterly pronouncements, but one that hinted at a longer view. Indeed, the number of carriages delivered in 2025 diminished from the prior year, a fact readily seized upon by the more excitable observers. Yet, within this seeming setback lay a subtle strategy: a preparation, a focusing of resources upon the creation of a new model, one intended not for the wealthy few, but for a broader stratum of society. This ‘R2’, as it is known, is to be a carriage of modest cost, yet possessing the virtues of range, comfort, and a swiftness that would surely turn heads. A bold undertaking, to be sure, and one fraught with peril.

The disposal of company shares by those with privileged access to information.

Let us proceed, then, to examine this entity, to understand the currents that propel it, and to acknowledge, with a degree of sober realism, the inevitable vulnerabilities inherent in any such undertaking.

Observe, if you will, the disparity in expense! SLV demands a king’s ransom – half a percent of your investment annually – while GLDM, a more frugal player, asks but a tenth. It is a lesson in prudence, my friends, that even the most glittering of investments must be tempered with a watchful eye on costs.

Our attention, after due diligence, has settled upon Zeta Global (ZETA 5.19%). Even after a recent, and perhaps illusory, surge of 20% in valuation over the past month, the company remains modestly capitalized, at approximately $5.5 billion. The share price, at $22.29, suggests a degree of accessibility, a vulnerability to both optimistic and pessimistic currents. It has recovered from the lows of the previous year, yet remains a considerable distance below the median price target established by those who profess to foresee the future of these markets. A discrepancy worthy of scrutiny.

Alphabet, formerly Google, possesses a comprehensive artificial intelligence infrastructure, a fact rarely understated by its proponents. They have developed ‘Gemini’, a large language model, and integrated it into their products – most notably, their search engine. The intention, predictably, is to improve the service and, more importantly, to increase revenue. The logic is simple enough: a more engaging search engine yields more opportunities for advertising.

Canopy Growth, you see, is one of the larger players in the Canadian cannabis market. They grow the stuff, process the stuff, bottle the stuff, and generally do everything one does with a plant that, until relatively recently, was frowned upon by a significant portion of the population. They even have a footprint beyond Canada, which is, in the grand scheme of things, a bit like opening a branch of your bakery in Antarctica. Ambitious, certainly. Entirely logical? Perhaps not.

Look, I’m a macro strategist. I deal with actual trends, not hyped-up projections. But fine, let’s play along. If everyone’s going to chase these AI stocks, you might as well try to pick the least offensive ones. I’ve been looking at a couple. And honestly, the whole thing is just… exhausting.