Nvidia: Bubble or Genius? Investor Diary

Now, I know what you’re thinking: “Bridget, why are you crying over a GPU?” Because, dear reader, Nvidia’s chips are the lifeblood of AI. It’s like saying the internet runs on Wi-Fi-and then realizing your Wi-Fi bill is now $4.4 trillion. TSMC is their fairy godmother, but if geopolitical tensions turn into a panto, we’re all singing “Oh, TSMC, wherefore art thou TSMC?” in iambic pentameter.

The Golden Mirage: AngloGold Ashanti and the Fool’s Gold Frenzy

You see, gold has been strutting around this year like a rooster with a golden comb. It’s been on a tear, and wouldn’t you know, the gold miners, those fine folks like AngloGold, have been riding the coattails of this precious metal’s surge. Now, gold miners should be seen not as humble workers, mind you, but as a kind of glorified middleman. When gold prices go up, their profits shoot through the roof while their costs remain as stable as a rock. And when gold falls, well, don’t expect those same folks to come knocking at your door to share the pain.

The Great Pfizer Exit: A Tale of $2.7 Million and Shifting Fortunes

According to the SEC filing dated October 16, 2025, the fund executed a surgical exit from its 109,630 shares of Pfizer, reducing its stake to zero with the precision of a watchmaker dismantling a timepiece. This maneuver, timed to the tick of the third quarter, stripped Pfizer from the fund’s portfolio entirely-once a 1.2% holding in its 13F assets, now a ghost in the machine.

Newmont’s Golden Gleam: A Market’s Wry Dance

Gold, that ageless diva of the market, has once again stolen the spotlight. At $4,310 per ounce, it gleams brighter than a well-polished monocle. One imagines the U.S. and China trading barbs over tariffs while Congress dithers toward a shutdown, all of which has sent investors scurrying to the safety of gold like children to a parent’s coat tails. A correction looms? Pfft. Nothing a little liquidation of equities and a dash of gold cannot cure.

Marvel Releases Animated Video to Celebrate X-MEN’s Dark Phoenix Anniversary

This one comic book was a turning point for *Uncanny X-Men*, transforming it from a fan-favorite into Marvel’s best-selling title. While villains becoming heroes was common, the idea of heroes turning evil was rare. The story culminated in the death of Jean Grey, which shocked comic book fans. But that wasn’t all – the issue also introduced two important characters, Kitty Pryde and Emma Frost, also known as the White Queen. Seeing the ’70s X-Men animated in this video is fantastic, and it makes us hope Disney+ will create an *X-Men ’79* series to complement *X-Men ’97*.

Quantum Quirks and Power Plays: Two Stocks for the Bold

Quantum computing. The phrase sounds like something a teenager would say after eating too many Skoal mints and watching *The Matrix*. But IonQ (IONQ) isn’t here to play games. The company’s mission is as audacious as it is baffling: to build machines that solve problems humans haven’t yet learned to ask. If Nvidia turned AI into a verb, IonQ wants to make quantum computing the next awkward dinner party conversation.