This Oklo, they’re trying to build these little reactors. Modular, they call them. Sounds…fragile. Like an Ikea bookshelf. One wrong move and the whole thing collapses. And the Department of Energy is giving them money? Our money? For this? It’s like they’re running a science fair and we’re all paying for the glitter glue. They got three out of eleven projects funded. Three! That’s statistically…something. I don’t know what. Probably nothing good.
One might say the stock was, to employ a colloquialism, ‘on the up and up,’ having previously enjoyed a three percent lift. It’s a bit like watching a particularly enthusiastic dachshund attempt a hurdle; one expects a bit of a bounce, naturally.
The impetus for this ascent lies in the peculiar demands of the age—an insatiable hunger for memory, driven by the emergent intelligence of machines. The conditions that propel Micron forward are not, as some might believe, temporary anomalies, but rather echoes of a deeper, structural shift. To predict a valuation of one trillion units by the close of 2026 is not to indulge in reckless speculation, but to extrapolate a trajectory already inscribed within the unfolding present.
One finds oneself continually astonished by the simplicity of effective strategies. Exchange-Traded Funds, or ETFs, offer a particularly pleasing blend of accessibility and diversification. They are, in essence, a curated collection of promises, elegantly packaged for the discerning investor. To seek steady gains over decades is not merely prudent; it is, dare I say, a form of aesthetic indulgence.
So, Global-e reported their fourth-quarter numbers this morning, and let me tell you, they weren’t sending carrier pigeons with bad news. Both adjusted earnings per share and revenue… they handily beat Wall Street’s estimates. Handily! It’s like they were practicing. Revenue came in at $336.7 million – up 28% year over year. That’s a lot of shekels, let me tell you. Adjusted earnings per share? A nifty 49 cents, up from 30 cents last year. And the Gross Merchandise Value (GMV) – that’s the fancy term for how much stuff people are buying – hit $2.36 billion, up a robust 37.8%. They’re launching luxury and consumer brands left and right. It’s a veritable parade of purchasing power!
They’re throwing money – substantial sums, I’m told – at all sorts of technological fripperies, most notably this ‘artificial intelligence’ business. And podcasts, of course. And audiobooks. One wonders if they’ll end up simply being a digital variety show, but one supposes variety is the spice of life, and, more importantly, revenue streams. The question, naturally, is whether this little setback presents an opportunity for the discerning investor. Or is it time to simply abandon ship?
The motivation, it appears, is a rather acute shortage of DRAM (Dynamic Random Access Memory) chips. This isn’t merely a “shortage” in the everyday sense; it’s a tightness of supply that is, quite literally, driving the price of these tiny silicon wafers into the stratosphere. Micron, therefore, is “rushing to add manufacturing capacity,” which is a perfectly reasonable response, assuming one accepts the premise that building enormous, incredibly complex structures is a viable solution to a supply problem. (It’s like trying to solve a leaky faucet by constructing a hydroelectric dam. Technically possible, but… ambitious.) The current plan involves doubling Micron’s 450-acre Boise campus with two new 600,000-square-foot factories. The first is slated to open in mid-2027, the second before the end of 2028. Both will be dedicated to churning out DRAM chips for High Bandwidth Memory (HBM) – the sort of memory that powers the increasingly demanding artificial intelligence data centers. (One imagines these data centers as vast, humming brains, perpetually hungry for more and more memory. It’s a slightly unsettling thought.)
And so we arrive at Palantir Technologies (PLTR +4.41%), a name that seems to cling to the tongue like a troublesome secret. A company that offers its services to those who dwell in the shadowy corners of governance, and to others who, let us say, have a pronounced interest in knowing what their neighbors are having for tea. It is a firm that trades in information, that most slippery of commodities, and in doing so, has attracted a considerable degree of… scrutiny. A polite word, that. It suggests a gentle examination, like a physician probing a patient. The reality, of course, is closer to a pack of hounds baying at a particularly stubborn badger.
The problem? They haven’t actually sold one. Not a single, functioning, power-generating reactor. It’s all promise, potential, and a market cap of $4.04 billion. FORTY TIMES their projected 2026 sales. That’s… ambitious. Insane, maybe. It’s like betting the farm on a horse that hasn’t left the stable. The question isn’t whether NuScale can grow into this valuation, it’s whether it can survive the next ten years without imploding into a radioactive mess. A financial Chernobyl, if you will.
The recent, seemingly modest, eight percent decline in Netflix’s share price is not, as some would hastily conclude, merely a symptom of this wider market malaise. It is a consequence, a visible manifestation, of a far more intricate and troubling transaction – a struggle for dominion, played out in the shadows of corporate boardrooms, and freighted with the potential for significant, long-term damage.