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But here’s the kicker: Broadcom didn’t just ride the AI hype train. It built the rails. While Nvidia’s been busy being the obvious choice, Broadcom’s been quietly offering an alternative, like the cool older sibling who knows the real secrets of the Wi-Fi hotspot in your iPhone. Remember that? Yeah, neither does Apple. But Broadcom? It’s still there, humming in the background, making you wonder if it’s the ghost of innovation past or the architect of the future.

But before we dive deep into the crystal ball of fortune-telling-an endeavor as risky as playing poker with a crooked dealer-let’s consider the simple wisdom of investing in the behemoths already dominating the scene, the stalwarts of our age, standing tall with their well-earned reputations. One such titanic treasure, which ought not escape your attention, is none other than that bewitching entity we all know as Amazon (AMZN), whose stock has rocketed skyward by a staggering 28% over the past year, like a catfish jumping for flies.

For The Trade Desk (TTD), the independent DSP that has long prided itself on being the genteel alternative to Google and Meta’s walled gardens, this union raises the question: Is neutrality now a charming affectation, or a relic of a bygone era? The risk is clear; the opportunity, perhaps less so.

Ah, the second quarter! A season of bounteous harvest for our Nebius, who, in a delightful flourish, reported an astonishing revenue increase of 625% year on year and 106% compared to the prior quarter, amassing a splendid $105.1 million. Such figures are no mere embellishments; they reflect profound demand for their burgeoning AI cloud infrastructure.

Ackman, that scribe of shareholder ledgers and prophet of consumer whims, has long understood that markets are not mere numbers but the trembling pulse of human ambition. His Pershing Square, a colossus of capital, has not merely outpaced the S&P 500 this year-it has doubled his own fortune to $9 billion, a sum that might have made Dostoevsky’s gamblers weep with envy. Yet what is a nine-digit number but the shadow of a greater ambition? To Ackman, it is but a prelude to the next wager.

But, I digress. A certain company, often overlooked yet with a certain… heft, stands poised on the brink of joining this exalted club. That company is none other than Taiwan Semiconductor Manufacturing Company, or TSMC for short, with a market cap currently at a respectable $1 trillion. Why, one might ask, is this unsung hero of the chipmaking world poised for such a meteoric rise? Well, brace yourselves, for this story is one of slow yet steady dominion in the semiconductor world, like a gentleman entering a room and quietly taking his rightful seat.

Yet, the S&P 500 rarely graces us with its average 10% return in a single year. Instead, it prefers to dabble in extremes-those few years of splendor offsetting the rest with the kind of mediocrity that would make a Victorian parlour hostess blush. And with its current reliance on mega-cap growth stocks, the index may soon become a veritable carnival of volatility.