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Micron’s the big dog in high-bandwidth memory (HBM) – the stuff that makes those AI processors tick. All this AI infrastructure building? It’s like a digital gold rush, and Micron’s selling the shovels. Or, you know, the memory. Same difference. Last fiscal year, they pulled in $37.38 billion in revenue, up from $25.11 billion the year before. Earnings per share? Skyrocketed from $1.30 to $8.29. I’m starting to feel bad for anyone who didn’t invest. Just a little.

The company, it appears, has been bolstered by the acquisition of BlueHalo. A curious pairing, like a meticulous watchmaker joining forces with a purveyor of slightly-used fireworks. BlueHalo, with its expertise in matters of space, cybernetics, and energies directed with a certain…force, now mingles with Aerovironment’s dedication to all things that fly without a pilot. The result? A broadened scope, they say. I suspect it is more akin to a sprawling, overgrown garden, where one struggles to discern the roses from the weeds.

This has led to a bit of a frenzy around stocks like NuScale Power (SMR +6.83%) and Nano Nuclear Energy (NNE +6.86%). Both went on a tear last year, then took a little tumble. Volatility, they call it. I call it a good excuse to buy low and blame the market when it doesn’t work out. Don’t tell my broker I said that.

Yet, Redwire’s ascent has been… modest. A flicker, perhaps, against the vastness of the industry’s potential. The share price, despite the general uplift, remains tethered to a lower orbit, a fact that invites a certain quiet contemplation. Is this a temporary stall, a gathering of momentum before a bolder trajectory? Or merely a confirmation of limitations, a gentle descent back towards earth?

The current obsession, this breathless race toward artificial intelligence, demands chips. Not just any chips, but more chips, faster chips, chips born of precision and, let us not forget, relentless pressure on those who assemble them. TSMC, by virtue of its size and reach, finds itself at the heart of this frenzy. They are not inventing the future, but they are undeniably facilitating it. And in that facilitation lies a certain…opportunity. An opportunity for those who hold the shares, naturally. The question is not whether TSMC will profit, but whether the price asked for a piece of that profit is worth the risk.

I’ve been watching these currents for a while now. The easy gains, the broad lift? Those days are likely numbered. A sorting will come. Some will flourish, yes, but many more will find themselves stranded when the tide goes out. Still, there’s work to be done, and a few stones worth turning over, if you know where to look. These aren’t recommendations to chase a frenzy, but observations for those who prefer to build a foundation, not a sandcastle.

They had a decent run last year, 77% up. Not bad for a company trying to navigate a battlefield dominated by giants. But that’s just the opening act. The real question is whether they can keep the momentum going.

To facilitate the enrichment of Wall Street, one might assume, is a self-evident proposition. But the true elegance lies in being enriched by Wall Street. This isn’t mere reciprocity; it’s a subtly calibrated dance. Let us, then, trace the choreography of Tradeweb’s financial performance, a performance that, while lacking the bombast of certain tech-driven spectacles, possesses a quiet, almost unsettling, efficiency.

Nu operates, shall we say, a mostly-digital banking platform. It serves those in Latin America who, until recently, were largely ignored by the traditional financial institutions. Think of it as bringing a polite, app-based shop to a place where the only previous offering was a rather gruff, heavily-guarded fortress. The region is, as anyone who’s bothered to look at a map will confirm, teeming with individuals who are either unbanked or, at best, underbanked. A fertile ground, then, for a disruptor. They’re leveraging the ubiquity of mobile phones and the internet – technologies that, in some places, are more common than running water – to reach these customers. A noble endeavor, if one ignores the inevitable data harvesting.

See, the market’s already expecting Uber to chug along, growing at a respectable, mid-teens clip. That’s nice. That’s…predictable. But we dividend hunters? We want explosive growth. We want a stock that’ll let us retire to the Bahamas and hire someone to fan us with palm fronds. So, let’s see what needs to happen to make that happen. It’s a three-ring circus, I tell ya!