The current enthusiasm for artificial intelligence, one observes, has spawned a peculiar sort of speculative fever. Among the more feverish offerings, CoreWeave, a name whispered with a blend of hope and, frankly, desperation, has begun to attract attention. It builds, we are told, ‘data centers’ – vast, humming cathedrals to the digital age – and equips them with the necessary ‘graphics processing units’ to perform calculations of a complexity that would have baffled even Babbage. The stock, naturally, has doubled in a year, fueled by partnerships with the usual suspects – Nvidia, Meta Platforms – and a general air of unreason.
However, a closer inspection reveals a company yet to experience the vulgarity of profit. A loss of $1.16 billion in 2025, including a particularly disheartening $452 million in the final quarter, suggests a certain…enthusiasm exceeding its means. One hesitates to apply the term ‘bubble,’ but the analogy, while crude, is not entirely inappropriate. For those of a more cautious disposition – those who prefer their investments to actually earn something – there are alternatives. Less glamorous, perhaps, but possessed of the reassuring quality of solvency.
Sandisk: A Resurrection
Sandisk, a name resurrected from the archives of Western Digital, offers a more pragmatic appeal. Acquired a decade ago and then, with a touch of corporate whimsy, spun off again, it now packages the familiar – flash drives, solid-state drives, memory cards – with a renewed vigor. The company, it seems, has benefited from a particularly fortuitous year, emerging as the best performer in the S&P 500, and showing every sign of repeating the performance.
Its data center segment, a fashionable phrase these days, is growing at an impressive rate, and, crucially, the company is actually making money. Revenue of $3.02 billion, a 61% increase, accompanied by a net income of $803 million – a truly astonishing 672% increase – suggests a management team possessed of both competence and, dare one say, restraint. The CEO, in a statement that one suspects was carefully vetted by the marketing department, spoke of ‘agility’ and ‘strengthening market demand.’ One trusts, however, that the underlying performance speaks for itself.
Palantir: The Government’s Shadow
Palantir Technologies, alas, is a different proposition altogether. A company that seems to thrive on controversy, it offers data analytics, primarily to governments – a niche market, one might say, with a certain…reputation. The valuation, frankly, is preposterous. A trailing price-to-earnings ratio of 230 and a forward P/E of 120 suggest an optimism bordering on delusion. And then there is the matter of its clientele. Work with the Department of Homeland Security and U.S. Immigration and Customs Enforcement has, predictably, attracted protests and criticism from former employees.
Yet, despite all this, the financial performance is…robust. Revenue of $1.4 billion, up 70% from a year ago, and net income of $608 million, up 43% – figures that even the most cynical observer would have to acknowledge. One suspects, however, that the true source of Palantir’s success lies not in its technology, but in its ability to navigate the labyrinthine corridors of power.
Oracle: The Old Guard
Oracle, by contrast, is a company of a more established pedigree. Not particularly flashy, perhaps, but possessing the solid virtues of longevity and, crucially, profitability. Its cloud computing segment is growing at a respectable rate – 34% – and now accounts for half of its total sales. Net income of $6.13 billion, a staggering 95% increase, suggests a management team that knows how to extract value from a mature business.
It has secured a deal with OpenAI, worth up to $300 billion, to supply AI infrastructure and cloud computing services – a transaction that one suspects will keep the accountants busy for years to come. Oracle is also investing heavily in data center projects, and has taken on a considerable amount of debt to finance them. The stock has dipped slightly in recent months, but this, one suspects, represents a golden opportunity for discerning investors – a chance to acquire a solid, well-managed company at a reasonable price. Analysts, predictably, agree – the average price target for Oracle stock is $270, hinting at a potential upside of 74%. A comforting thought, in these uncertain times.
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2026-03-17 15:43