The coin has certainly made its mark. In the last year alone, it surged more than 420%, driven by the hope that the stormy legal clouds were finally parting, and that a new dawn was breaking for cryptocurrencies. But while optimism fills the air, one must always wonder: Can this momentum last, or are we simply watching the first light of a mirage shimmering in the distance?
Now, let me pause here for a moment to explain something about investor psychology-or, as I prefer to call it, “the art of collectively losing your mind over numbers.” Investors, much like hitchhikers stranded on interstellar highways, are prone to panic when faced with uncertainty. And yet, amidst this galactic swirl of fear and excitement, Alphabet remains curiously undervalued-a fact so absurdly counterintuitive that it deserves its own footnote. (Imagine finding a perfectly functional spaceship in a dumpster behind a space station cafeteria. That’s what we’re dealing with here.)
Alphabet (GOOG) (GOOGL) is a company whose vastness cannot be captured in simple financial metrics. It is not merely a conglomerate-it is a force whose direction is steered by a quiet yet insistent will, a will driven by ambition, by the ceaseless pursuit of what seems both unattainable and inevitable. To consider Alphabet as one of the market’s hidden treasures is, in many ways, to witness a rare moment in history where greatness is shrouded in modesty.
And yet, amidst the giants of silicon-those titans with names like Nvidia and Qualcomm-there lurks a quiet contender, almost unnoticed save for the faint hum of its machinery. This is NXP Semiconductors (NXPI), a company whose name might escape your lips if you were naming semiconductor firms alphabetically. But do not let its modesty deceive you; it is as integral to the coming revolution as bread is to butter.
On Aug. 28, SentinelOne released Q2 2026 results that made its stock soar 9% post-hours. But let’s not forget its 2021 valuation-soaring like a crypto influencer’s ego. Now, it’s grounded and cheaper than a $5 smoothie. The good news? Analysts are all “buy” and no “sell,” which is Wall Street’s way of saying, “Trust us, we’ve never lost money before.”
McKinsey, that arbiter of economic prophecy, forecasts a $131 billion quantum market by 2040. One might say the alchemists of Silicon Valley have finally discovered the philosopher’s stone-though their gold is measured in qubits rather than coins.
But the catastrophic scenario didn’t play out. Trump embarked on negotiations with countries regarding the tariffs, companies put into place measures to better handle potential tariff impact, and the general economic and stock market environment brightened. In fact, stocks actually roared higher, and the S&P 500 (^GSPC) in August, after reaching new record highs, completed its fourth consecutive month of gains.
Behold Apple, that Cupertino monarch whose crown glitters with the jewels of ecosystemic loyalty! Its quarterly numbers-$94 billion in revenue, a 10% increase-might dazzle the vulgar eye. Yet beneath this gilded surface, regulatory tempests gather: Europe‘s Digital Markets Act, that revolutionary edict, threatens to dismantle the App Store’s feudal tollbooths. One might fancy the antitrust lawsuit with Alphabet as a Shakespearean subplot, wherein the prince of phones risks losing his golden goose-the Google search fee.
A stock split is like a cosmetic procedure for a company’s share price. You don’t actually look younger, you just… reshuffle the cells. Market cap? Still the same. Earnings? Still the same. Just a different number on a screen. But investors? Oh, they love a good number game. Forward splits? “Look at me, I’m affordable!” Reverse splits? “I’m not dying, I’m just… restructuring my heartbeat.”
The market, swollen with valuations that stretch toward the heavens, has grown wary of bargains. For nearly three years, Buffett has sold more than he has bought, watching his cash reserves swell to $344 billion by June’s end. It is a peculiar paradox-a man who built his legend on buying when others were selling now finds himself holding an unprecedented hoard, waiting for the right moment to act.