This company, providing the very power for these new reckonings in artificial intelligence, is a volatile thing. A beta of 4.28 means it dances to a quicker tune than most, a wider swing of fortune and loss. But beneath the surface tremors, there’s a current building, a slow, steady pull toward something substantial. It’s not about quick riches, but about finding a place to put your money where it might, over time, bear fruit.
Over the span of two days, 229 million XRP drifted through a labyrinth of anonymous wallets, as if the market itself were a cold cathedral where souls shuffle in the dark. On February 10, Whale Alert logged 125 million XRP, about $177 million, gliding from one nameless receptacle to another, like a procession of faceless priests counting offerings for a god who rarely smiles.
One observes, with a degree of quiet satisfaction, that ExxonMobil has begun to distinguish itself amongst the more hopeful candidates. I had ventured, some time ago, to suggest that ExxonMobil, alongside Visa, Oracle, and Netflix, possessed the potential to reach this enviable valuation by the year 2030. Yet, the company has demonstrated a most agreeable haste, advancing with a vigor that exceeds even the most optimistic predictions. Indeed, the current year finds ExxonMobil up nearly twenty-four percent, its market capitalization now exceeding six hundred and twenty-two billion dollars – a circumstance that demands a renewed consideration of its merits.
The recently published quarterly results offer a further illustration of this principle. While many in the restaurant trade are struggling, McDonald’s continues to demonstrate a capacity for growth, a quality not to be dismissed lightly. It is a business that understands its customers, and, more importantly, understands what those customers want – a reliable product at a predictable price.
FSTA, a fund of considerable size and ambition, favors the grandest establishments – the Costcos, the Walmarts, the Procter & Gambles – those titans upon whose shoulders the consumer world rests. It allocates its resources, as a monarch might distribute favors, according to the weight of their influence. RSPS, however, adopts a more democratic, if somewhat naive, approach. It distributes its affections equally amongst a host of lesser, though not insignificant, players. A most egalitarian sentiment, to be sure, yet one wonders if true prosperity can be achieved through such indiscriminate generosity.
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. It’s a cycle, really. I convince myself I need to understand the macro trends, then I get overwhelmed by the numbers, then I buy something ridiculous, then I regret it. Repeat ad nauseam.
Constellation, in its essence, is a study in controlled entropy. It is the largest producer of carbon-free electricity in the United States—a claim that, upon closer inspection, reveals a fascinating paradox. For is not all energy, in its ultimate form, a transformation of chaos into order? Its revenue streams are anchored to long-term contracts—agreements that, while providing stability, also suggest a certain… resignation to the present configuration of things. The rising demand from data centers—those digital repositories of our collective memory—provides a dependable current, but one that is, perhaps, too easily foreseen. Last quarter’s earnings, a diminution from the previous year, should not alarm; rather, it serves as a reminder that even the most predictable systems are subject to subtle variations.
The quarterly reports, examined as one might peruse the fragments of a forgotten library, reveal a familiar pattern. A diminution of returns in the residential sector – fewer storms, fewer outages, fewer generators dispatched to ward off the darkness. A decrease of twelve percent in net sales, a figure that echoes the cyclical nature of all things. The decline of twenty-three percent in residential product sales is not a failure, but a testament to the efficacy of infrastructure, a strange paradox for a company that profits from its absence.
Anyway. There’s this other company. Palantir. It sounds terribly dramatic, doesn’t it? Like something out of a fantasy novel. Which, actually, it kind of is. Named after those seeing stones in Lord of the Rings. Apparently, they’re supposed to help you see the future. Or, in Palantir’s case, help the U.S. military figure out where everything is. Which, in the current climate, is probably quite useful.
I mentioned this stock a while back, mostly because it was begging for attention. It’s one of those “deep value” plays, which is Wall Street’s way of saying “it should be doing better, but isn’t.” The idea, as I understand it, is that if Advance Auto could just… function… at the level of O’Reilly or AutoZone, it would take off. A low bar, really. Like expecting a dachshund to clear a hurdle.