The history books will tell you it’s a beverage company. A bland, sanitized account. But I’ve been digging. I’ve been tracing the supply chains, the marketing campaigns, the sheer will to dominate. It’s not about quenching thirst; it’s about controlling desire. And desire, my friends, is a far more powerful force than any algorithm.
Micron Technology has historically operated with a degree of cyclicality characteristic of commodity-driven businesses. For extended periods, the company’s performance lagged broader market indices, including the S&P 500. However, the generative AI boom presents a potentially transformative catalyst. The escalating demand for high-bandwidth memory—critical for training and deploying large language models—is creating a supply-demand imbalance with favorable implications for Micron’s revenue and profitability.
OSL Group has announced a major equity financing round, effectively drowning its ambitions in a pool of $200 million, or about HK$1.56 billion, to expand beyond its core markets. This move arrives just as regulated platforms are snooping around the galaxy for an uptick in blockchain‑based payments.
But here’s the rub. When things go up, up, up, one begins to wonder if the balloon is about to pop. Are we clever enough to buy now, or should we wait for a bit of a tumble? It’s a tricky business, investing, full of bluster and bother, like trying to sell pickled newts to a king.
Wood went on a little spree Thursday, adding to positions in Joby Aviation (JOBY 16.68%), Kodiak AI (KDK 1.37%), and CRISPR Therapeutics (CRSP 0.63%). These aren’t your grandma’s blue-chip stocks, folks. These are…ambitious. Let’s just say that.
They announced a Letter of Intent with the U.S. Government. Two hundred and seventy-seven million in funding, a billion-plus loan under the CHIPS Act. Sounded like a lifeline. And a private investment of a billion and a half, “anchored” by Inflection Point. Anchored, right. More like weighted down with expectations.
One observes, of course, that a rising tide, however temporary, benefits all boats. Freeport-McMoRan and Rio Tinto also enjoyed the current. A pleasant enough sight for shareholders, though one wonders if they truly appreciate the fragility of it all. It’s a game of numbers, after all, and numbers are rarely kind.
Yet, despite this evident distress, a certain compulsion persists. A continued acquisition, even in the face of prevailing headwinds. The rationale, however, is not rooted in naive optimism, but in a considered assessment of underlying forces – a recognition of the inherent, if obscured, logic of this peculiar monetary experiment.
I’ve been attempting to discern a pattern. A clue. Something to tell me whether to buy, sell, or hide under the duvet with a large bar of chocolate. It’s proving…difficult. Last time, strong results, stock went up. Good. Logical. Then, equally good results, but a slightly disappointing trial for a new drug, and the stock fell. It was a shock. A complete betrayal of everything I thought I knew. (Which, admittedly, isn’t much.)
But hey, let’s not throw in the towel just yet. History, as they say, has a way of repeating itself-or at least rhyming. Back in September 2024, when BTC dipped below the ETF’s average purchase level, it consolidated before staging a comeback that would make a phoenix jealous. The same thing happened in early 2025 during the tariff-driven market dump. So, if history is any guide, we might be looking at another rebound, with a potential bottom forming below $90K. Cross your fingers, light a candle, and maybe sacrifice a small houseplant to the crypto gods.