Look, I’m not saying AI isn’t the future. I’m saying if you want to actually make money from it, forget the software for a minute. The real opportunity? It’s always been in the pick-and-shovel game. The stuff that actually makes the magic happen. Which brings us to two companies I’ve been eyeing: Micron Technology and Broadcom. Don’t expect fireworks, but a quiet, steady burn is sometimes the best kind.
One shouldn’t chase miracles, of course. Just… reasonably solid ground. A few names suggest themselves, not as beacons of triumph, but as… manageable disappointments.
Grandview Research whispers of a 5.1% annual growth in the pet care market until 2030. A respectable figure, certainly. But to pin one’s hopes solely on this burgeoning industry… it feels akin to betting on a particularly fluffy poodle in a greyhound race. Chewy, for all its admirable dedication to squeaky toys and organic catnip, is a specialist. Walmart, on the other hand, is… everything. And in this age of rampant consumerism, ‘everything’ possesses a certain terrifying appeal.
This dramatic exodus unfolded as Aave, with the precision of a Swiss clock, liquidated over $140 million in collateral across its sprawling networks. Such actions speak volumes of the growing trepidation among even the most fortified of market titans, who now navigate these waters with caution lest they be swallowed by the whims of volatility.
USA Rare Earth, they call it. A name that rings with the hollow echo of industrial dreams. The government, ever generous with other people’s money, has dangled a billion-dollar carrot – a loan, a grant, a promise. And private investors, those who always scent opportunity in the wake of national insecurity, are adding another billion and a half. A grand sum, enough to build a mine in Sierra Blanca, a factory in Stillwater. Enough, one hopes, to actually produce something beyond optimistic press releases.
One observes, with a certain detached curiosity, that the beneficiaries of this peculiar compulsion are, predictably, those who provide the physical substrate. It is in these purveyors of silicon and electricity that one finds, not necessarily opportunity, but a temporary respite from the unsettling feeling of being utterly superfluous. Three entities, in particular, seem poised to navigate this labyrinthine expansion, though not, one suspects, without incurring their own share of existential dread.
Cryptocurrency prices are under pressure, like a balloon losing its air after a wild party. Bitcoin kissed $75,501 goodbye-down 5.2% in just a day! And no, it’s not alone; XRP, LINK, and XMR also felt the cold shoulder of market sadness, sliding a bit too cheerfully toward the bottom of the piggy bank.
Last year witnessed a deliberate turning away from the lesser fruits of the mobile and consumer electronics markets – a necessary pruning, one might say – in favor of the more substantial, though demanding, cultivation of infrastructure for data centers and the electrification of industry. These are ventures promising not merely growth, but a degree of permanence, a solidity that eludes the fleeting whims of fashion. The potential, as the prognosticators claim, is vast. One hears whispers of a trillion-dollar market by 2030, a sum so large it strains the imagination, and yet, what is a trillion dollars in the grand scheme of human endeavor?
Mr. O’Donnell’s firm, O’Donnell Financial Services, decided to add a considerable heap of CLOA shares to their holdings back in January of ’26. A $6.8 million heap, to be precise. That’s a fair sum, enough to make a man consider buying a small island, or at least a very comfortable rocking chair. They started with 7,868 shares and swelled it up to 139,782. Now, a prudent investor, one who doesn’t go chasin’ rainbows, doesn’t make such a move on a whim. It suggests they believe this CLOA contraption has some merit.