Old Buffett’s gone off to count his sweets, so all eyes are on chaps like Druckenmiller. And what a curious quarter he’s had! He’s been dumping perfectly good AI stocks – Meta Platforms, Sandisk, Seagate Technology, and Arm Holdings – as if they’d suddenly sprouted warts. Then, he’s gone and crammed his pockets full of shares in another company – a truly colossal one, you see.
. Apparently, it’s a big deal. Twenty-seven Emmy nominations, eight wins… Honestly, it sounds exhausting just
The vaccine money is fading, and some older drugs are losing their patents. It’s the natural order. Like dust motes in a sunbeam, everything eventually drifts away. But Pfizer seems to have seen it coming. They’re shuffling things around, buying other companies, trying to build a future. A noble effort, really. Though, whether it will work? That’s anyone’s guess.
AMD, in the year of our Lord 2025, posted revenues of $34.6 billion – a figure that speaks of ambition, of a striving for something beyond mere sustenance. A gross margin of 50%, earnings per share of $2.65… these are not simply numbers, but testaments to a fierce competition, a desperate attempt to wrest control from the established order. They anticipate further growth, a 32% leap in the coming quarter, a non-GAAP gross margin of 55%. Such projections are intoxicating, yet one wonders if they are built upon a foundation of genuine innovation or merely the fleeting illusions of market euphoria. Their partnerships with OpenAI and Oracle… are these alliances born of mutual respect, or are they merely strategic maneuvers in a game of power?
Representative Gregory Meeks, New York’s favorite fiscal watchdog, led a letter to Treasury Secretary Scott Bessent (a man who, for the record, has never been accused of being a “flunky” of anyone). The letter, signed by over 40 lawmakers, requests a full review of WLFI’s ties to foreign investors, including the UAE’s Sheikh Tahnoon bin Zayed Al Nahyan-better known as the “spy sheikh.” A name that, if nothing else, at least adds a dash of intrigue to your crypto portfolio.
On the fateful day of February 7, Bitcoin’s difficulty took a nosedive, plunging 11.16%-a spectacle not witnessed since 2021, when China, with the zeal of a nosy neighbor, banished mining from its shores. At block 935,424, the metric retreated like a coward from a duel, a retreat most ignominious.
One might even venture to suggest holding onto these shares, or perhaps acquiring a few if one hasn’t already done so. However, a truly discerning investor – and yours truly considers himself something of an expert in these matters – always has a backup plan. A second string, if you will. And it is to such a plan that I now turn my attention, for I have stumbled upon another banking concern that appears, at first glance, to be rather more promising. A bit of a dark horse, perhaps, but with a distinctly agreeable air of potential.
I reckon 2026 could be a positively enormous year for Nvidia. A truly magnificent spectacle of profit. The question isn’t if it will zoom upwards, but how high. Some might be shocked at my prediction, but I assure you, this stock has a runway longer than a dragon’s tail.
They’re a PLM and CAD shop, which, let’s be honest, sounds like a medical condition. But they help companies design and build things. Lots of data involved. Which, of course, now everyone thinks AI is going to swoop in and take over. It’s always something. Always. Like we didn’t have enough things to worry about.
