qfx

Palantir Technologies, however, is a different proposition altogether. It is not merely a purveyor of algorithms, but a constructor of order from chaos. One detects a certain governmental fondness for the firm, which is, in these anxious times, hardly surprising. Governments, after all, have always had a weakness for systems that promise to tell them what they already suspect, but with a veneer of scientific respectability.

I present here five such holdings, each representing a calculated wager against the prevailing currents, a quiet affirmation of enduring principles in a world increasingly defined by ephemeral trends. These are not recommendations for the impatient, but for those who understand that true wealth is built not on fleeting bubbles, but on the solid foundations of genuine innovation and sustained performance.

The energy business, you see, is a fickle mistress. She’s prone to fits and starts, booms and busts. But these two, they’ve built themselves businesses that, while not entirely immune to the storms, are at least built on solid ground. The question, then, isn’t whether they’ll pay a dividend, but which one will offer a steadier, more reliable stream of income for a fella lookin’ to build a bit of security.

Now, some folks get all hung up on being number one. Like they’re competing in the Olympic Games of chip-making. But frankly, who needs to be Nvidia? It’s exhausting! It’s like trying to out-spend Croesus. And besides, second place gets a perfectly good trophy… and a potentially lucrative stock price, if you ask Wedbush analyst Matt Bryson. A smart fella, that Bryson. Probably owns a yacht. Or at least a very nice rowboat.

The second-quarter earnings report, released at month’s end, confirmed what the market had already, with its usual impetuousness, priced in. Though, one notes, there was precious little in the way of genuinely new information. Merely confirmation that the rising tide of AI-related expenditure was, indeed, lifting all boats, however ramshackle.