US Stocks prediction

Taiwan Semiconductor, or TSMC as the cool kids call it, manufactures roughly 70% of the world’s processors. Which is, when you think about it, a rather alarming statistic. It means a significant portion of our digital reality is dependent on a single company. (One can only hope they have excellent disaster recovery plans, and a really good tea break schedule.) But alarming aside, it’s also a position of immense power. Every time Nvidia, or any other chip designer with a vaguely plausible business model, needs a processor fabricated, they turn to TSMC. The company recently reported a 26% revenue increase and a 35% jump in earnings per share. Management anticipates continued growth, estimating a 30% increase in sales by 2026. Will spending on AI data centers eventually slow down? Of course. Everything slows down eventually. (Entropy, you see. It’s a thing.) But to bet against TSMC’s dominance now seems…premature. Especially when tech giants are collectively splashing out $650 billion on capital expenditures, most of it related to AI. At a price-to-earnings ratio of 32, it’s a comparatively sensible valuation in a sector often characterized by, shall we say, optimistic pricing.

The numbers, cold and precise, reveal a man who is not entirely abandoning ship, yet is clearly adjusting his ballast. He retains a significant stake, 31,795 shares in all, a fortress of capital built upon the dreams of aspiring technicians. But the reduction of 13.6% in his total holdings cannot be dismissed as mere housekeeping. It is a signal, however faint, that even those within the walls of power are susceptible to the gnawing uncertainties of the market. The shares, it must be noted, were released through the Brochick Family Trust, a shadowy entity that shields the director from direct accountability. A convenient arrangement, perhaps, for a man wrestling with the weight of his decisions.

(Based on that SEC Form 4 weighted average price of $18.10. Which, let’s be honest, is just a number they want you to believe.)

To speak of ‘better buys’ is, perhaps, a vulgarity. The market does not offer solutions, merely choices framed by degrees of illusion. Yet, if compelled to discern, one must acknowledge the differing weight of their respective foundations. Or, rather, the differing lack thereof.

The figures, as reported, based on a price of $167.26 a share. Though, prices, like opinions, are subject to change, and often do, without a moment’s notice.

Broadcom makes the stuff that moves the data. Networking tech. Ethernet switches, DSPs, all that jazz. Basically, the digital plumbing. And when you cram a million chips into a room, you need some seriously good plumbing, or everything just…backs up. Like my life, really. They’re market leaders in this, apparently. Which means they’re charging a premium. Naturally.

Warner, you see, would have been a bit like inheriting a particularly grumpy dragon. Lots of treasure (content), yes, but also a tendency to breathe fire on anyone who looked at it funny (legacy systems, creative clashes, and the sheer weight of expectation). Netflix, it seems, decided a smaller, more manageable dragon was preferable. A sensible decision, frankly. Most heroes fall foul of overreach, not a lack of courage.¹

Transaction value is based on the SEC Form 4 weighted average purchase price of $16.50; post-transaction value is calculated using the March 18, 2026 market close price of $16.50.

Consider it a library, not of books, but of dividends – a vast, echoing hall containing the fractional yields of a thousand unseen companies. Each payout is a whispered fragment of profit, a momentary stay against the entropy of the market. The fund’s structure, with over 1,500 constituent holdings, is not unlike the Library of Babel, a universe of infinite combinations, where every possible investment, however improbable, is theoretically represented. The largest single holding, Roche, accounts for a mere 1.8% – a deliberate fragmentation, a rejection of the singular, the absolute.

The market, they say, offers returns. Ten percent, on average, over decades. A smooth, unbroken line on a chart, concealing the tremors and anxieties beneath. It is a hopeful figure, but hope, as one learns, is a precarious foundation. Still, let us indulge the calculation. Four hundred dollars, diligently invested, compounded over time. The numbers swell, of course. At five years, a respectable sum. Ten, a more substantial cushion. Fifteen… one begins to dream of possibilities, of a quiet retirement, perhaps, or a small cottage by the sea. Though, naturally, the sea is always more expensive than one anticipates.