SMCI: AI Hype & Export Controls—A Server Story

Trading volume? A cool 65.3 million shares. That’s a lot of servers. Or, you know, a lot of people hoping to catch the next wave. They went public in 2007, and have grown 2438% since. Which, let’s be real, is a number that makes my accountant slightly panic.

Nvidia & AMD: A Pragmatic View

Both have felt the sting of recent troubles, become…more accessible, shall we say. The question isn’t simply which is cheaper, but which offers a sliver of genuine opportunity for those of us who aren’t counting pennies from a tower. Which one, if either, offers a path beyond mere speculation?

Palantir: A Descent into Valuation

Trading volume reached 54.3 million shares – a feverish activity, a desperate grasping for… what, exactly? Perhaps a justification for the past, or a desperate hope for the future. The company, born in 2020, has experienced a growth of 1,529% since its initial offering. A staggering ascent, but does it portend a similar trajectory, or merely a precipitous fall?

Ouster Insider Sale: Seriously?

Let’s just get this over with. $256,307.97. That’s what he got. Seriously, who calculates to the cent? It’s insulting. He still has 325,250 shares, which, according to their little table, is worth about $7.34 million. So, he’s not exactly hurting. He’s not exactly not hurting, either. It’s just… it’s the implication.

Bitfarms: A Transition Worth Watching?

If you happen to own shares in Bitfarms – or if it’s lurking on your watchlist like a particularly persistent goblin3 – you’re probably wondering if now is the time to double down. The question isn’t simply ‘will they make money?’ but ‘will they manage to avoid accidentally summoning a rogue AI that demands all the world’s processing power?’ A legitimate concern, really.

C3.ai: A CFO’s Modest Liquidation

Calculations based on the SEC filing’s weighted average purchase price of $8.98 and the market close of $8.80 on the aforementioned date. Such precision, one suspects, provides a comforting illusion of control.

Retail? Honestly…

Ross. They sell stuff cheap. Two chains, actually. Ross and dd’s. It’s like… Ross is for people who pretend they don’t care about brands, and dd’s is for people who genuinely don’t. It’s a whole system. And it works. Because people like a bargain. It’s not rocket science. Though, the store layouts… don’t even get me started. It’s like they want you to wander aimlessly for hours. It’s a power play, I swear. Anyway, they’re doing okay. Last quarter, sales were up 9%. Not spectacular, but… not bad. They expect another 3-4% this year. And the earnings… 6-11%. It’s…fine. They’re opening more stores, of course. Like they need more clutter. They had 1904 Ross stores and 363 dd’s. More places to get lost. It’s a whole thing.

Micron: Reflections in a Fluctuating Archive

Microchip Technology

To attribute this decline to conventional anxieties – fears of slowing growth, or the capital expenditures required to maintain a competitive edge – is to misunderstand the nature of the labyrinth we call the stock market. These are merely the visible walls, the readily apparent dead ends. The true impediment lies elsewhere, in the ephemeral currents of sentiment, in the collective unconscious of investors.

Coal’s Recursive Echo

The current impetus, as reported, stems from anxieties surrounding liquefied natural gas (LNG) supplies, disrupted by events in the Persian Gulf. It is an irony not lost on those familiar with the ‘Treatise on Contingency’ – a spurious text attributed to the Alexandrian scholar, Ptolemy Secundus – that the pursuit of cleaner energy sources should be so readily entangled with the vagaries of geopolitical conflict. The blockage of supply, it seems, has prompted a renewed, if temporary, reliance on coal – a return to a prior state, a recursive echo in the energy landscape.