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Five months past, when the Thespian-in-Chief recited his tariff-laden soliloquy, the market’s three musketeers – the S&P 500 (^GSPC), Nasdaq Composite (^IXIC), and Dow Jones Industrial Average (^DJI) – executed a pirouette so dramatic it would make Nijinsky envious. The S&P 500, that most temperamental of performers, delivered its fifth-steepest two-day decline since the age of tailfins and transistor radios, while the Nasdaq stumbled into its first bear market since the days of disco.

Consider Nvidia (NVDA), the silicon alchemist who turned graphics cards into AI’s Swiss Army knives. Its recent 56% revenue surge (to $46.7 billion) is the financial equivalent of a hummingbird discovering a new continent of nectar. Critics, of course, tut-tut about “decelerating growth,” as if a 56% leap isn’t the universe’s way of saying, “I’m just getting warmed up.” (Imagine telling a supernova it’s “only” 100 times brighter than the Sun.)

Growth stocks are the province of the sleepless, those who perceive in their charts and projections a path to transcendence. These companies, often perched on the jagged peaks of technological novelty, promise not merely profit but transformation. Their financial statements resemble blueprints for utopias: revenues rising like smoke, earnings evaporated into research budgets, valuations so inflated they threaten to float into the stratosphere. To invest in them is to wager against gravity itself.

But as thrilling as the past five years have been, the million-dollar question (or perhaps the 52-billion-dollar question, if we’re being precise) is: Can Costco keep it up? Will it keep outshining the market in the next five years? Let’s dig into the business model, the growth numbers, and, of course, the valuation – because, you know, I can’t resist a good chart.

So why is Cronos suddenly hotter than a summer fling in Ibiza? Well, apparently, it’s tied to some Trump-connected crypto-treasury company that’s about to launch. Yes, *that* Trump. The former president, who once famously asked if Bitcoin was “a slice of pizza,” now has his name attached to a project involving $1 billion worth of Cronos tokens. And just like that, Cronos went from being your weird cousin at Thanksgiving to the life of the party.

Another day, another press conference in the Oval Office. Apple’s Tim Cook-charming as ever-announced a $100 billion splurge on U.S. manufacturing. Yes, darling, billion with a B. This is on top of their previous $500 billion pledge for domestic infrastructure. As an activist investor with my eye firmly glued to Broadcom (AVGO), I find myself torn between excitement and existential dread. Let’s break it down.