Chips & Bricks: The AI Game

Digital Realty owns buildings. Big ones. Filled with humming, blinking computers. It’s not glamorous. It’s just…space. They lease it out. A remarkably simple business, when you think about it. Which, of course, almost nobody does.

Dust & Dividends: A Look at Walmart & Amazon

Much of Amazon’s heft comes from its cloud business, Amazon Web Services. It’s become the backbone of much of the new world, fueled by the hunger for artificial intelligence. But the market, fickle as a desert wind, has turned wary. Investors fear the $200 billion Amazon plans to spend building out its capacity won’t yield the returns it promises. Meanwhile, Walmart, seen as sheltered from this new tech whirlwind, has climbed. It crossed the trillion-dollar mark this month, a monument to the enduring need for staples, for the things people truly require.

The Energy Stage: A Comedy of Regulations

Exxon and Chevron, you see, are not mere purveyors of fuel. They are masters of all aspects—from wresting oil from the earth to refining it into those elixirs that propel our carriages, and even to concocting the very materials that comprise them. One finds their presence ubiquitous, though few truly grasp the scale of their dominion. They are, in essence, a kingdom unto themselves.

Axsome: A Speculation on the Soul’s Relief

Ten thousand dollars. A sum easily dismissed, easily squandered on fleeting pleasures. But what if it were offered not to indulgence, but to a peculiar kind of hope? A hope vested in molecules, in clinical trials, in the alleviation of suffering? A healthy tolerance for risk is, of course, paramount. For to invest is to acknowledge the inherent absurdity of attempting to predict the future, a future ruled by the whims of regulators, the vagaries of science, and the inscrutable heart of the market.

Enphase Energy: A Director’s Yield

The numbers, stark and unyielding, reveal a diminution of holdings, a shedding of skin. A value of $57,000 exchanged, a sum that could represent a comfortable life for some, a fleeting indulgence for others. The remaining 9,370 shares, a fragile fortress against the uncertainties of the market, represent approximately 0.01% of the outstanding stock. A paltry sum in the grand scheme, yet a significant portion of a man’s worldly possessions, entrusted to the capricious whims of fortune. The reported price of $52.05 at the time of the sale, a momentary snapshot in the relentless flow of time, contrasts with the $50.25 market close on February 10, 2026, a subtle dissonance that speaks volumes about the inherent instability of all things.

A Most Peculiar Speculation: Bitcoin’s Ascent

Naturally, a confluence of favorable circumstances would be required for such a spectacle to unfold. But let us not dismiss the possibility entirely. This Bitcoin, it appears, possesses a certain capacity for soaring – or, perhaps more accurately, for inducing a frenzy amongst those who fancy themselves astute investors.

Nvidia: The GPU Gold Rush (For Now)

They’re fighting over Nvidia’s GPUs like vultures over a carcass. These aren’t just chips, see. They’re the goddamn keys to the kingdom. The benchmark. The holy grail of AI. Half of all that data center spending is going straight into these silicon beasts. It’s obscene. It’s beautiful. It’s utterly, terrifyingly predictable.