Right. So, 2026. Still talking about AI. Honestly, it feels like 2024 and 2023 just… happened. A blur of promises and slightly terrifying algorithms. I keep telling myself I’m a sophisticated investor, but mostly I feel like a hamster on a very expensive wheel. Still, the numbers are… compelling. So, let’s try to focus. Two stocks, they say. Two. That feels… manageable. For now.
Nvidia: Or, How I Stopped Worrying and Learned to Love the GPU
Nvidia. It’s everywhere, isn’t it? Like glitter at a children’s party – impossible to get rid of. And, actually, that’s probably a good thing. They’re not just graphics cards anymore, apparently. They’ve evolved. They’re doing… everything. “End-to-end AI infrastructure solutions.” Sounds terrifyingly complex. And expensive. I tried to explain it to my mother. She thought I was talking about plumbing.
They’ve got this new platform, Vera Rubin. Six chips. Honestly, just reading the specs gave me a headache. CPUs, GPUs, DPUs… it’s like alphabet soup for tech bros. Apparently, it’s all about making AI faster and cheaper. Which, logically, is good. Although, cheaper AI feels… unsettling. Like a bargain basement robot uprising.
They’ve built these racks – the NVL72 – that apparently use fewer GPUs to train models. Fewer GPUs = less money spent. Which, as a slightly anxious investor, I appreciate. They’re also acquiring companies left, right, and center. SchedMD, Groq… it’s like they’re building a tech empire. Which, again, is probably good. Unless they decide to take over the world. One algorithm at a time.
The networking revenue is up 162%. 162%! I feel vaguely inadequate. And the P/E ratio is… reasonable. 24 times next year’s earnings. Which, in this market, feels almost… cheap. Almost. I’m still going to double-check the numbers, though. Just in case.
Taiwan Semiconductor Manufacturing: The Chip Whisperers
Right. TSM. Taiwan Semiconductor Manufacturing. They make the chips that Nvidia needs. Which, logically, makes them rather important. It’s like they’re the secret ingredient in the AI recipe. And they have a virtual monopoly. A monopoly! That feels… powerful. And slightly concerning. What if they decide to raise prices? Oh wait… they already are. A four-year price hike schedule. Bold move.
They’re pushing down chip node sizes. Apparently, smaller is better. More powerful, more energy efficient. It’s all very technical. I mostly just nod and pretend to understand. They’re reporting better-than-expected yields on their 2-nanometer technology. Which, I assume, is good. Demand is “through the roof.” Which probably means it’s expensive. And the P/E ratio is around 19.5. Which, in this climate, feels… almost suspiciously reasonable.
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. I think I need a cup of tea. And possibly a therapist. But, on the bright side, the AI revolution continues. And maybe, just maybe, I’ll make a little money along the way.
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2026-01-15 14:54