It’s all about the CUDA software, apparently. Nvidia seeded it into universities. Clever. A whole generation of developers trained on their platform. It’s like… a benevolent dictatorship of chip design. Which is fine, I suppose. But it doesn’t exactly scream “long-term dividend growth,” does it? It feels a bit… precarious. Like building a financial empire on a foundation of… code. Which is probably solid, but still. My nerves.
Bluntz, ever the optimist, insists copper’s been grinding upward in an ascending channel so long it’s practically developed bedsores. His chart-shared with the kind of urgency usually reserved for fire drills-shows a metal “coiling like a spring” (or a snake, depending on your vibe) ahead of a potential explosion. The theory? Price has been poking the upper boundary of this channel so many times it’s basically texting the resistance, “Hey, are we still doing this?”
A modest ten thousand invested a decade ago would now be a perfectly agreeable $2.7 million. Life-altering, some might say. Though I suspect most would simply find a more comfortable chaise lounge. The point is, while replicating that exact return is… ambitious, to put it mildly, dismissing Nvidia now would be spectacularly shortsighted. It’s not about chasing miracles; it’s about identifying enduring value.
The pronouncements regarding this decision, delivered by the appointed speaker, spoke of a ‘future based on autonomy.’ A future, one gathers, perpetually deferred and defined more by the infrastructure required to promise autonomy than by its actual attainment. This language, while superficially optimistic, serves primarily as a procedural justification, a necessary incantation to appease shareholders and deflect scrutiny from the more prosaic realities of inventory management and the relentless pressure of quarterly reports.
Artificial intelligence, with its insatiable appetite for power, is a major driver. But it’s also a growing realization that solar and wind, while admirable, aren’t always… available. The sun doesn’t shine at night, and the wind, bless its fickle heart, doesn’t always blow. This leaves us with a rather pressing need for something dependable. And that, my friends, is where uranium, and companies like Cameco, come in.
Fractional shares have democratized ownership, it is true, but there remains a subtle satisfaction in holding a whole share, a tangible piece of something, however small. It’s a vestige of an older world, perhaps, but one that persists. Here, we consider two such companies, Cipher Mining (CIFR 7.28%) and SoFi Technologies (SOFI 1.50%), not as soaring triumphs, but as possibilities, tempered by the realities of their present circumstance.
There’s talk of fortunes to be made, of stocks to climb like Jacob’s ladder. I’ve looked at the names they whisper – the ones they say will carry us to this new Eden – and I’ve tried to see past the shine, to the hard ground beneath. Here’s what I’ve found, not a promise of riches, but a reckoning of risks.
For much of this month, bitcoin has been strutting around at the mid-$60,000s-a scene so humdrum one could hear crickets chirping in the background.
So, here are two. Two companies people are getting excited about. Data centers and… Reddit. Honestly. I’ve seen it all now.
Since the late Q4 uprising, Bitcoin has been a prisoner in its own domain, confined between $85k and $90k, a gilded cage where even fleeting victories are snatched away. A brief dash past $97k, a mirage of hope, was swiftly extinguished by the cold hand of reality, leaving only the echo of dashed dreams.