The quantum computing race resembles nothing so much as two wizards trying to outdo each other in summoning entities from alternate dimensions. One wizard uses trapped ions; the other prefers superconducting qubits. Both insist their method will bring forth not just answers but *the* Answer. Meanwhile, investors stand on the sidelines, clutching their portfolios like talismans against uncertainty.
I mean, let’s face it: if you’re not looking at tech stocks right now, you’re probably doing something wrong-or possibly gardening, which I respect but don’t entirely understand. The Nasdaq Composite, that darling of all things digital, has surged 28% over the past year, leaving the Dow Jones Industrial Average and the S&P 500 in its dust. It’s as though the rest of the market is politely waving from behind while Nasdaq speeds off in a Tesla. Which brings me to today’s musings: two stocks that I can’t stop thinking about. Palantir Technologies (PLTR) and Nvidia (NVDA). Both brilliant, both slightly terrifying in their own ways.
Now, Amazon’s market cap stands at $2.36 trillion as of this writing-August 12th, for those keeping score at home. That means its stock needs to rise by roughly 27% to hit the magical $3 trillion mark. Is it possible? Absolutely. Is it probable? Let’s find out together, shall we?
GaN and SiC chips hum with the vitality of rivers, outpacing silicon’s sluggish currents. They thrive in heat and voltage, their brilliance suited for chargers, data centers, and the veins of electric vehicles. Navitas, with its GaNFast Power ICs, weaves switching and sensing into a single chip-a loom of modernity. Its acquisition of GeneSiC in 2022, like grafting a wild branch onto a cultivated vine, expanded its reach into EVs and data centers. Dell Technologies (DELL), Changan, and now Nvidia have become its patrons, yet the soil remains untested.
Once, Celsius danced in the limelight, its growth a siren song to investors. Yet in 2024, the melody faltered. Setbacks crept in, and the chorus of optimism turned to doubt. The stock, once a paragon of potential, now bore the weight of disillusionment.
With 2025 hitting us like an uninvited relative, the benchmark S&P 500 (^GSPC) has recently seen more dramatic swings than a teenage drama club audition. From the fifth-steepest two-day decline since ’50 to the largest single-session point increase ever (yes, ever), we’re witnessing market moves that feel almost dramatic. I half expect an S&P 500 documentary narrated by Morgan Freeman to pop up any minute now.
This fund is for those who believe the future belongs to machines. Or maybe to the people who sell parts to the people who build machines. It holds 82 companies, none of which are named “Microsoft” or “Nvidia” (though one is close enough to count as a ghost). Its top holdings: Symbotic, Celestica, Joby Aviation. All fine names. All slightly less likely to blow up your portfolio than a bet on a single stock. Diversification, they call it. Or, as your grandmother would say, “Don’t put all your eggs in one basket unless you like scrambled returns.”
August 27 is the new August 27. That’s when Nvidia drops its Q2 results, and Wall Street is currently playing “hot potato” with its stock. Let’s unpack this like a reality TV budget: what’s real, what’s drama, and who’s about to get a “you’re fired” email from the market gods.
By 2030, PwC’s numbers suggest AI could swell global GDP by $15.7 trillion. A feast, they call it. But when the banquet is set on a deck of cards, the crumbs fall hardest on those with empty hands. Nvidia, Palantir, and AMD-guardians of this new age-have built castles in the sand. Their stock prices soar, yet the tide is already whispering warnings.
The closing bell tolled triumphantly: Kratos shares ascended by a modest but respectable 0.5%, outpacing even the ponderous lumbering of the S&P 500. One might say it was as if the gods themselves had nudged the ticker tape. But who are these divine interveners, you ask?