Oklo’s 1,370% surge isn’t just a rally; it’s a Wall Street conga line with a hangover waiting to happen. NuScale’s 290% climb? A cautious tiptoe through a minefield. Both are bets on a future that might not arrive before their cash reserves evaporate.
As our scene opens, the midstream company, nestled in Houston, Texas-a city as sprawling as the ambitions of its financiers-finds itself poised between catastrophe and opportunity. With major capital projects looming on the horizon, one might think the stock price’s decline a mere distraction. A mere trifle, perhaps? Or an opportunity for those brave enough to seize it? Ah, the complexities of fortune’s favor! To buy low-surely that is the dream of every investor, but alas, not without peril. The looming projects are tantalizingly near completion, offering the prospect of grand returns. But first, the descent must be endured.
Now, as we all sit here pondering the mysteries of life, the universe, and whether or not we really understand what Palantir does, the central question becomes: can this delightful AI toaster continue its rise in the next three years, or will it end up as yet another overcooked investment idea? What if it doesn’t? What if it does? Such are the fraught questions that plague any self-respecting activist investor trying to make sense of the future.
If you’ve got a seat at the Palantir table, congratulations. You’re enjoying the ride. If you haven’t bought in yet, though, you might want to mark a certain date on your calendar – Nov. 3. A date that could either send Palantir’s stock soaring or crash it into oblivion. Should you pile in now or wait for the inevitable freakshow to unfold? Let’s take a deep breath and find out.
I think management’s Q3 outlook could be another catalyst. Buying before Oct. 29 feels like betting on a horse that’s already sprinting. But let’s not pretend I’m not curious to see if the party keeps going.
If Nvidia were a character in a Dickens novel, it would be Ebenezer Scrooge-except instead of hoarding gold, it’s gobbling up market share. Last fiscal year, sales jumped 114% to $130.5 billion, a figure so staggering it could make even Warren Buffett raise an eyebrow. And the momentum shows no sign of slowing: First-half revenue for 2026 already sits at $90.8 billion, up from $56.1 billion the year before. Operating income? A gaudy $50.1 billion, up over 40%. It’s like watching a steamroller roll over a bag of cash.
Let’s start with a couple of ETFs on the equity side of things that should be your bread and butter: the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Dividend Appreciation ETF (VIG). And for a dash of stability, we’ll sprinkle in a trusty bond ETF – the Vanguard Intermediate-Term Bond ETF (BIV). They’re all different flavors of income generation, and together, they form a portfolio that’s not only diverse but also remarkably resilient.
On Nov. 6, the curtain lifts for Q3 2025 earnings-a report that could either validate this speculative fever or send shareholders scrambling. Let’s dissect this peculiar beast with the caution of someone poking a beehive with a stick.
SoFi’s financials gleam, yes-revenue surging, customers multiplying like dandelions in a breeze. Yet the market, that fickle observer, has begun to paint the company in hues of optimism, as though it were a fresco newly unveiled. But what is optimism but the sunlit face of uncertainty?
Two titans currently reign over this realm of subcutaneous salvation: their syringes glisten like Excalibur in the pharmaceutical armory. Yet lo! A third act approaches, wherein oral formulations-those convenient little sacraments of compliance-threaten to upend the order of things. Let us now wander this gallery of grotesque ambition, where vanity battles biology with prescriptions as weapons.