For too long, we have chased after the gilded idols of Silicon Valley, the Nvidias and Palantirs, whose valuations seem to defy the very laws of reason. Let us, instead, turn our gaze eastward, to a company that, while not entirely untouched by the follies of the market, offers a more grounded—and, dare I say, amusing—proposition.
But the seasons shift, and with them, the fortunes of men and companies. Now, as we approach 2026, a new cycle appears to be unfolding, a veritable blossoming of demand. The company stands poised, not merely to recover, but to flourish within the burgeoning realm of artificial intelligence. It is a curious transformation, a quiet resurrection in the digital fields.
And now? Now the boot’s on the other foot, ain’t it? Those same fellas who were so eager to sell their wares in the Middle Kingdom are lookin’ over their shoulders. The Chinese ain’t content with just buildin’ cars for themselves anymore. They’re buildin’ ’em cheaper, faster, and – wouldn’t you know it – with a heap of electric wizardry thrown in for good measure. Ford Motor Company (F 1.09%) and General Motors (GM 1.80%), they’re startin’ to feel a draft, a chill wind blowin’ from across the Pacific. It’s a price war over there, and they’re practicin’ for the main event.
NuScale Power, you see, deals not in immediate kilowatts, but in potential. It has conceived a miniature nuclear reactor, a sleek, silver fish swimming against the current of colossal concrete behemoths that have long dominated the energy landscape. This is not merely a matter of engineering; it is a reimagining of power itself, a belief that nuclear energy, once the exclusive domain of nations, could become a distributed, adaptable force, humming quietly in the heart of cities, powering the insatiable hunger of data centers. The regulatory approvals are in place, a labyrinthine blessing secured after years of petitions and simulations. Yet, the crucial element remains elusive: a signed contract, a first sale, the tangible proof that the dream is not merely a phantom shimmering on the horizon.
And now? NOW they’ve unleashed the pill. Wegovy, in oral form. No more needles. No more furtive injections in motel bathrooms. Just a little sugar-coated escape. It’s the convenience factor, see? The sheer, blissful convenience. For years, they forced people to inject their hopes, their anxieties, their self-loathing. Now? Pop a pill. It’s… almost too easy. The new CEO, a slick operator if I ever saw one, is pushing this thing like a carnival barker peddling elixirs of eternal youth. Ample supply, partnerships with Amazon, Costco… they’re saturating the market. 3,100 prescriptions in the first week. 8,000 by the second. It’s a feeding frenzy. A pharmaceutical gold rush. And I, for one, am strapped in for the ride.
In a thread he titled with the bravado of a gambler, Vincent Van Code argued that “everyone is calculating the XRP burn wrong.” He starts with the base fee of 0.00001 XRP, a number that wears the costume of normal when the network sleeps. “But what happens if the world actually uses the XRPL at its 3,400 TPS limit?” he asks, suggesting that the real driver is load, not raw speed.
They’ve snagged a few deals, whispers of Microsoft and Amazon needing custom silicon. Good. But the details are shrouded in more secrecy than a back-alley arms deal. Essentially ALL the foundry revenue is coming from… themselves. Internal transfers. It’s like a mob boss laundering money through his own businesses. It LOOKS like activity, but it’s not exactly a sustainable model. The stock is teetering on the brink, and I’m staring into the abyss, hoping for a signal.
Technology, industrials, energy, even the utilities – they’re all takin’ the lead, mostly thanks to this newfangled “artificial intelligence.” Folks are speakin’ of it like it’s the Second Comin’. But a man who’s seen a few seasons come and go – and I have, believe you me – knows that what goes up, generally has a mighty hard fall. It’s a law of nature, and Wall Street, for all its fancy charts and calculations, ain’t exempt.
Investors, it seems, were hoping for more than a mere 3% organic sales growth in 2026. A modest ambition, one might think, but apparently not enough to set pulses racing. 2025’s full-year organic sales growth, at a paltry 2.1%, also failed to inspire. It was, as they say, at the low end of the range. (Which is a bit like saying a particularly lukewarm bath is “at the low end of the temperature range.” Technically correct, but hardly a ringing endorsement.) The problem, as near as anyone can tell, isn’t 3M, it’s…everything else.
Constellation, it appears, is not a sprawling conglomerate, but a focused principality. While it maintains a small dominion over spirits – High West whiskey, Casa Noble tequila – and a modest vineyard yielding Ruffino and Drylands wines, its true power resides in the twin kingdoms of Modelo and Corona. These brands, accounting for approximately ninety percent of its total revenue, are not merely commodities; they are cultural artifacts, potent symbols in the ongoing narrative of human refreshment.