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The question isn’t whether this stock has legs. It’s whether those legs will carry it past the next squall. A long-term hold, or just a quick dip in the water?

The accounts speak of prodigious cash burn – a hemorrhage of capital totaling $2.7 billion over four fiscal years. This, coupled with the inevitable procession of executive departures and the contraction of revenue, might suggest a terminal case. Yet, the very nature of markets is to confound simple prognostication. The Library of Babel contains all possible books, and within that infinite collection, even the improbable finds its page.

Everyone was also betting on the Fed to keep slicing interest rates. Lower rates mean businesses borrow more, hire more, spend more… it’s the economic equivalent of giving everyone a free latte. But here’s the thing: the Fed is starting to look less like a stabilizing force and more like a reality TV show. And not a good one. Think “Real Housewives,” but with economic policy.

The AI market, we are told, will bloom into a multi-trillion-dollar spectacle by the decade’s end. A comforting thought, perhaps, for Nebius. Yet, one learns, after observing the vagaries of the market for a sufficient period, that not every bloom is destined to be a rose. Indeed, some are merely fleeting illusions. After Nebius’s rather precipitous ascent, one is compelled to ask: could this gilded cage, so brilliantly adorned, yet stumble? Perhaps even…fall to nothing? Let us, with a touch of detached curiosity, investigate.

They call it digital gold. A hedge against chaos. But chaos doesn’t seem to notice. Bitcoin wobbles like a newborn giraffe, and its friends in the tech stock world wobble right along with it. And the electricity. Good Lord, the electricity. Now they’re using those machines to think about thinking, building data centers for artificial intelligence. It’s a bit much, isn’t it? Like using a cathedral to run a lemonade stand.

Everyone’s chasing the next big thing. Right now, that thing is generative AI. It’s the digital equivalent of a magician pulling a rabbit out of a hat, except the rabbit is a slightly unsettling image generated from a text prompt. And the investors? They’re the audience, desperately hoping the magician doesn’t accidentally saw them in half.

Buffett, of course, had long ago become a legend, a figure woven into the very fabric of American capitalism. Even as the reins of daily management passed to Greg Abel – a capable man, no doubt, though lacking the Oracle’s particular scent of aged bourbon and shrewd observation – the echo of Buffett’s decisions still resonated through the portfolio. Thirty-five percent of the $309 billion under Berkshire’s stewardship was allocated to these five pillars of finance, a testament to a vision that spanned decades, and a patience that bordered on the mythical. These weren’t merely stocks, they were living entities, each with its own history, its own vulnerabilities, and its own peculiar destiny.

The stock has, apparently, soared. 591% in three years. Which is…a lot. It makes you wonder if everyone else knows something you don’t. Or if it’s just…a bubble. I’m leaning towards the bubble. I’m always leaning towards the bubble. It feels safer. Anyway, despite the impressive numbers, I’m not touching it. Not with a ten-foot pole. Or even a very long selfie stick. Here’s why. It’s a list, because lists are helpful when you’re on the verge of a financial breakdown.

The acquisition of Rhode, a skincare brand with a certain fashionable appeal, suggests a strategic attempt to broaden its reach. Whether this proves a sound investment remains to be seen, but it is a move that deserves scrutiny.

However, the turning of the year – 2025, to be precise – witnessed a subtle shift in the currents. A changing of the guard, if you will. Broadcom (AVGO 1.61%) stock, with a quiet efficiency that would make a dwarven accountant proud, began to outpace Nvidia, rising 49% compared to Nvidia’s 39%. One might assume this was mere market fluctuation, a whimsical dance of numbers. But, as any seasoned macro strategist (and, indeed, any moderately observant troll) knows, such movements rarely occur in a vacuum. Let us delve into the reasons why Broadcom is gaining ground, and why I suspect this trend will not only continue but accelerate in 2026.