The entire artificial intelligence kerfuffle, as it were, now seems to hinge on what Nvidia does with its quarterly reports. A most curious state of affairs, wouldn’t you agree? The transition, you ask how it happened? Well, it’s a story of rather clever chaps and even cleverer bits of kit.
This little dip happened whilst the price soared to a jaw-dropping all-time high of $126,080 late last year. It’s a curious case indeed, where usually a price record would send folks scrambling for their keyboards, but here we are, witnessing the opposite.
To discover a truly promising investment in this age of frenzied speculation is akin to finding a perfectly preserved rose in a dust storm. Rare, indeed. And this, I venture to suggest, is one such bloom.
By the time the bell rang, their stock was up more than fourteen percent. Which is, you know, a thing that happens.
Sarepta, peddling dreams for those afflicted by Duchenne muscular dystrophy, once held a glimmer of promise. A rare disease, yes, but a market nonetheless. Their Elevidys, a gene therapy, offered a fragile hope, a slowing of the inevitable. Then came the reports – two lives extinguished, livers failing after treatment. A ‘boxed warning’ slapped onto the product, a scarlet letter branding their ambition. They speak of restricting access to the highest-risk patients. A convenient euphemism for abandoning those who need it most.
They talk about a “diversified business model.” Sounds…responsible. Like they’re building a sustainable FUTURE. I see a frantic attempt to be EVERYTHING to EVERYONE in the space game. Launch services, satellite components, manufacturing…it’s a goddamn buffet of ambition. Revenue up 39%? Sure. Gross profit nearly DOUBLED? Fine. But what’s the REAL engine driving this thing? Is it genuine innovation or just…HYPE?
Meanwhile, there’s a showdown brewing between Coinbase and banking lobbyists over those juicy stablecoin yields. It’s like a high-stakes game of poker where everyone’s bluffing, and if it goes on too long, crypto could pack its bags and move overseas. Someone get the popcorn!
By the conclusion of trading, AMD’s stock had risen by more than seven per cent – a considerable gain, and one which will no doubt be the subject of much conversation in the more discerning circles.
On January 8th, Johnson & Johnson secured a concession: reduced tariffs in exchange for lower drug prices within the country. The narrative presented is one of compromise. A more accurate description is one of compelled compliance. It is convenient to frame this as a win-win, but the reality is that Johnson & Johnson, like others, was left with little choice. To protest would have been to invite further disruption, a risk few are willing to take.
Nvidia (NVDA +2.98%). Ah, Nvidia. They’re at the forefront of this AI boom, they say. The “infrastructure leader.” Sounds impressive, doesn’t it? Like they’re building the Roman Empire, one graphics card at a time. They’ve got this “moat” around their business. A moat! Like they’re protecting a castle full of…what exactly? Chips? Look, it starts with this CUDA software, which apparently is the secret sauce. All the fancy AI tools are written for it. Then there’s NVLink, which is like a super-fast highway for chips. They’re building a whole network of these things. It’s like a tiny, silicon city. And don’t forget the CPUs, DPUs…it’s alphabet soup in there. They can deliver a “turnkey AI supercomputer.” Turnkey! As if setting up an AI is like assembling IKEA furniture.