Yet we must ask, with the solemnity of Tolstoyan introspection: does this ascent reveal prophecy or mere pyrotechnics? For while AI’s dominion expands—a colossus striding across boardrooms and war rooms alike—valuation ratios swell like the Dnieper in spring flood.
The titans, with their gilded reputations and vast resources, offer the illusion of safety. Yet their gains, though steady, are constrained by the very weight of their own legacy. The prodigies, by contrast, dance on the edge of oblivion, their fortunes tied to the whims of innovation. Among them, IonQ (IONQ) stands as a figure of peculiar allure—a name that stirs the imagination, yet whose fate hangs by a thread. To invest in it is to court both the sublime and the absurd.
So without further ado, let us wander down this path of possible prosperity.
Got $1,000 burning a hole in your pocket and ready to dive in? Let’s lather on the grease and talk about two thrilling options: Shopify (SHOP) and On Holding (ONON).
For all its gilded halls and billions in cash reserves, Apple now stands at a precipice. Its recent struggles are not the product of misfortune but the inevitable consequence of a company that has grown too comfortable with its own shadow. The tariffs, those blunt instruments of economic coercion, are but one thread in a tapestry of self-inflicted wounds. To dismiss them as a temporary inconvenience is to ignore the moral and operational bankruptcy of a supply chain built on fragile, foreign soil.
Some folks think dividend stocks are as exciting as watching paint dry. But there’s poetry in those payouts—a signal that a business doesn’t just scrape by; it thrives. And when a company can crank up its dividends year after year, you know it’s got staying power. The kind of stock you tuck away and forget about until it’s made you richer than sin.
Moderna rode the COVID vaccine wave like a carnival barker selling snake oil—except this tonic actually worked. Raked in $19 billion faster than a riverboat gambler on a hot streak. Then revenues shriveled up to $3.24 billion quicker than a puddle in Death Valley. Now they’re peddling shots for babies young enough to still think peek-a-boo is high philosophy. Noble work, no doubt, but unless every toddler in Christendom comes down with the sniffles simultaneously, that revenue gap won’t be bridged by diaper wearers alone.
Behold the cast of characters: Broadcom, Marvell, Nvidia, AMD, Intel, Qualcomm, and even the illustrious Apple. All flock to TSMC’s foundries like courtiers to a king, for none can match the alchemy of its process nodes. And yet, what is this but a masquerade of dependency? Each company dons its mask of innovation while secretly leaning upon TSMC’s shoulders—a farce worthy of the stage.
The new normal, or a cruel joke?
Both funds still hold onto some Apple shares, but the pivot is telling. O’Reilly Automotive, by contrast, has seen its share price rocket by an astonishing 510% over the past decade—so much so that it recently underwent a 15-for-1 stock split. It’s as if a scrappy underdog suddenly hit the lottery, only to remind us that in the corporate world, fortunes can flip faster than my mood during a family dinner.