The excitement, as it were, stems from the company’s rather aggressive foray into the field of Artificial Intelligence. One is accustomed to hearing the term bandied about, usually by those who confuse novelty with genuine progress, but Amazon’s ambition appears…substantial. It is, after all, a business built on logistics – on the efficient movement of goods. And what is AI, if not a further refinement of that same principle?
Despite this temporary setback, a certain element amongst the crypto fraternity seem to believe that Ethereum might, just might, reach the ten thousand dollar plateau this year. A rather optimistic assessment, wouldn’t you say? But is there, lurking beneath the surface, a glimmer of possibility?
Matt Hougan, the CIO of Bitwise-a man whose title alone suggests a certain flair for the dramatic-proclaims that this icy season began in January 2025. He insists that only the $75 billion in demand from ETF and treasury firms has stayed the executioner’s hand. Without it, he declares with a flourish, Bitcoin’s price would have plummeted by a full 60%. “We are in a full-blown crypto winter,” he intones, his words dripping with the weight of prophecy.
E.l.f. has, indeed, become a prominent player amongst those who traffic in the adornment of the human form. It has displaced established houses, those once considered unassailable, with a strategy of accessibility and a keen understanding of the prevailing anxieties. The company’s branding, a carefully constructed image of ecological virtue and alignment with fashionable causes, is a testament to the power of illusion. One wonders, however, if such endeavors truly elevate the human spirit, or merely exploit its vanities.
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. I’m trying to be rational. I really am. But the market is… excitable. It’s like a room full of toddlers with access to trading apps.
The price-to-earnings ratio – a vulgar measure, perhaps, but a necessary one – exceeds forty-seven. Not exorbitant, not precisely, but enough to give a prudent investor pause. It suggests a certain… expectation. A belief in future earnings that may or may not materialize. One wonders if the collective imagination has run slightly ahead of reality.
See, all this AI needs power. And not just a little bit. We’re talking enough electricity to make Edison himself blush. So, you could chase the AI unicorns, or you could invest in the companies that are going to be selling them the juice. It’s a pick-and-shovel play, they call it. I call it common sense. And the company that’s building the biggest shovel? Dominion Energy (D +2.32%). Don’t roll your eyes. This isn’t your grandma’s utility company. Though, if your grandma is a shrewd investor, pay attention to what she says!
Yet, even in this rarefied atmosphere, opportunities persist, fleeting glimpses of value accessible even to those with modest resources. We shall consider three such instances, not as recommendations in the vulgar sense, but as observations – fragments of a larger, infinitely complex system. Think of them as points within a labyrinth, each offering a potential, if uncertain, path forward.
Quarterly Form 13F filings provide a snapshot of institutional investment holdings. While these filings are inherently backward-looking and subject to reporting delays, they represent a publicly available data point for assessing investor behavior. The recent filing reveals a notable shift in Duquesne’s portfolio allocation.
The latest evidence? Zootopia 2. Another $1.7 billion in the bank. It’s the top-grossing animated film of all time. Which, let’s be honest, is a bit terrifying. We’re handing over our disposable income to a cartoon bunny and fox. But hey, who am I to judge? It’s a solid investment, apparently. Disney’s 2025 total? $6.5 billion. Their third-best year ever. They’re practically printing money while the rest of us are debating avocado toast.