There’s a certain dignity in honest work, in building something solid, and Rivian has been doing just that. The stock, it climbed nearly fifty percent through the year, a testament to the enduring appeal of a good story, even in lean times. Now, the moment draws near, and the first fruits of that labor are beginning to show.
The returns thus far – a staggering sevenfold increase over five years – are merely a prelude, a fleeting glimpse of what may lie ahead. But let us not be seduced by mere numbers. The true measure of an investment is not its past performance, but the anxieties it alleviates, the vulnerabilities it addresses. And Vertiv, my friends, addresses a vulnerability of profound consequence. A failure of cooling is not simply a technical malfunction; it is a collapse of ambition, a stifling of progress. It is a return to the darkness.
At the moment of writing, it lingered at 2,863, down 2.63% for the day, and the week wore on with a melancholy downward drift.
NuScale, they say, promises a revolution. A way to shrink the monstrous appetite of energy demand into manageable portions. To build power not in monolithic fortresses of concrete and steam, but in discreet, transportable modules, as if one could simply ship a sunbeam to a darkened corner of the world. The notion is seductive, especially in an age where data centers, those insatiable digital gods, demand ever more sustenance. These centers, humming with the ghosts of forgotten conversations and the feverish calculations of algorithms, require a power source as relentless and unforgiving as the logic that governs them. And NuScale, for a time, appeared to be that source.
They’re already leading the charge on this AI thing, which is good. Being a leader is important. It’s just… leadership needs to translate into actual, you know, revenue. And that’s where things get interesting. I mean, they have all the pieces. It’s just…are they going to use them? It’s a bit like having a really talented chef and then just ordering takeout every night.
They speak of ‘investing for the long term,’ twenty years they say. As if time itself were a reliable partner, not a relentless thief. But let us indulge this fancy, for a moment. Let us consider Eli Lilly, not as a beacon of innovation, but as a particularly well-maintained machine, grinding away at the problem of human frailty. A machine, I might add, increasingly reliant on these…digital assistants.
They did the stock split thing in November, which is supposed to signal ‘good times ahead!’ but clearly, the market didn’t get the memo. It’s not like they haven’t been trying. Three quarterly reports that landed with a thud. Each one a little more… underwhelming. But that’s not the full story, is it?
Recent activity shows a large Ethereum holder, who hadn’t made any transactions for years, has moved a substantial amount of ETH. This transfer happened while the price of ETH is currently facing downward pressure. Despite this, experts still believe Ethereum has strong potential for future growth based on its underlying strengths.
Which of these, then, presents the more rational prospect for investment as we approach 2026? Let us proceed with caution, dissecting the illusions that cling to each.
The sheer breadth of withdrawals reads like a ledger from a man drifting downstream without a paddle-confidence is still on the lam. All the while, stubborn macro uncertainty and the fading yarns about crypto’s role as a hedge keep the boat from turning back.
