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It all started with a bit of a shake-up in the leadership department. CEO Carrie Wheeler, after presumably spinning too many plates, stepped down, and the company wasted no time in grabbing the next bright spark in the tech world. Enter stage left: Kaz Nejatian, a name so perfect for a CEO that it could have been plucked straight from a corporate fantasy novel. Nejatian, the former COO of Shopify – that titan of e-commerce that has never met a ‘success’ it didn’t like – brings with him a delightful history of fiddling with payment technology. His last invention, Kash, was sold off in 2017, likely for a rather nice sum.

With 120 million customers in Brazil, Mexico, and Colombia, Nu isn’t just a fintech-it’s a full-blown revolution for people who previously thought “banking” meant waiting in line while your coffee went cold. Its stock is up 46% this year, which is impressive, if you ignore the nagging question of why anyone still needs a stock to validate something this obvious.

These five stocks, scattered like wildflowers across the spectrum of speculation and certainty, offer a bouquet for those who dare to taste the spring of progress.

Though ASML’s stock has risen by 17% year-to-date, it’s still significantly off its peak-26% down from its July 2024 high. This sharp decline is a stark reminder that the expectations placed on the company have not been met. For a company that controls such a crucial piece of the tech supply chain, it’s remarkable how easy it is for investors to disregard the strategic importance of its product.

When Tesla released its earnings for the second quarter of 2025, it was as if the truth had finally caught up to the hyperbole. A 16% drop in quarterly sales marked the second consecutive quarter of losses, a stark reminder that growth isn’t guaranteed merely by flashing a futuristic vision. This decline wasn’t just some technical blip; it signaled a deeper malaise. Year-over-year revenue and vehicle deliveries also slid. Musk had warned of ‘rough quarters’ as early as July, a phrase that now seems almost prophetic. With tariff-induced cost increases and the tax credit’s impending expiration gnawing at the company’s foundation, it’s evident that the winds of fortune have shifted. Musk’s assertion that limiting vehicle inventory in the third quarter could somehow stabilize things reveals the desperation of a man trying to hold a crumbling edifice together.

Nucor, North America’s steel titan, now bears Berkshire’s endorsement like a royal seal. The company’s $15 billion in investments since 2017-plants erected like cathedrals of industry, acquisitions swallowed whole-have birthed a creature of capitalistic alchemy. Its free cash flow, once shackled by construction fever, now stirs like a caged beast awaiting release. “A dramatic change,” intoned CFO Steve Laxton, his voice a sibyl’s prophecy in a world where spreadsheets whisper omens. The back half of 2024, it seems, will be a carnival of cash, though one wonders if the revelers will notice the jester slipping dividends into their pockets.