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The problem, it turns out, isn’t a lack of demand, but a rather inconvenient shortage of the stuff that makes computers. Specifically, DRAM and NAND chips – the memory bits that hold everything from your cat videos to crucial spreadsheets. It’s like trying to build a magnificent cathedral, but discovering the entire country is fresh out of bricks. The AI folks, you see, have been scooping up these chips like they’re going out of style, diverting production towards server farms and leaving the poor PC manufacturers scrabbling for the leftovers. The result? Prices are going up. And not just a little. We’re talking a significant jump, estimated around 17% this year. Which, in the world of consumer electronics, is practically astronomical.

The power grids, those antiquated veins of energy, will necessitate a complete overhaul, a process not driven by any discernible logic or prioritization, but by the sheer weight of impending demand. Clean energy, a phrase uttered with increasing frequency, remains a contingent prospect, subject to the whims of administration. Yet, even without explicit endorsement, the necessity of modernization persists. Roads, bridges, rail lines—each requires attention, a constant patching of the inevitable decay. Cell tower coverage, an ever-expanding web, threatens to encompass all space, leaving no refuge from the signal. The expansion, one notes, is not a choice, but a predetermined outcome.

Two regions, it seems, are deemed unworthy of consideration. First, the realm of the lesser companies – those spirited, if somewhat unruly, American small caps. For years, they have languished, dismissed as underperformers. But observe! In the year of our Lord 2026, they dared to flourish! A most unexpected turn, wouldn’t you agree? For it is a folly to believe that the giants of technology shall forever hold dominion. These smaller players, they often step forward when the economic winds shift, when prudence, and not mere speculation, is in vogue.

He dumped CoreWeave. CoreWeave! Backed by Nvidia, which, let’s be real, is the only thing keeping the whole AI charade afloat. And he just… gets rid of it? After it’s already gone up? It’s like selling your winning lottery ticket five minutes after you buy it. What is the logic here? Profit-taking, they say. Sure. Easy to say when it’s not your money. It’s just… sloppy. And now I’m supposed to believe he has some grand strategy?

The most constructive scenario envisions Robinhood’s transition from a predominantly transaction-driven brokerage to a relationship-based financial platform. This necessitates a fundamental shift in revenue composition, prioritizing recurring streams – subscription revenue, net interest income, card products, and lending – over transactional activity. Success in this regard would be evidenced by increasing assets per funded account, reflecting a maturing customer base and a broadening range of financial needs.

Micron and SanDisk, apparently, are leading the charge. Micron up 300%, SanDisk a “ten-bagger.” A ten-bagger! It’s just… excessive. It’s like they’re trying to show off. And now everyone wants to know which one is the better pick. As if there’s a clear answer. It’s always more complicated than that. It’s always about who’s managing expectations. And let me tell you, these companies are managing expectations like toddlers with crayons.

The markets of prediction, those curious arenas where hope and calculation intersect, offer a telling glimpse into this persistent optimism. There, one finds wagers placed, not on certainty, but on the possibility of extraordinary gains. It is a landscape not unlike the salons of a bygone era, where fortunes were made and lost on whispers and conjecture.

There are many voices clamoring for attention, promising fortunes. But I find myself drawn to the quiet strength of Enterprise Products Partners LP (EPD 1.28%). It is not a glamorous name, nor does it offer the quick riches some seek. It offers something far more valuable: resilience.

Nvidia’s CEO, Jensen Huang, recently posited that the market’s discounting of certain software companies based on anticipated AI disruption is, to put it mildly, illogical. This perspective, while perhaps self-serving, underscores the fundamental point that AI, more often than not, represents an augmentation of existing capabilities rather than outright displacement.