Meet Astera Labs. While the world watches Nvidia’s GPUs spin like cosmic tops, Astera quietly stitches the seams between them. Its target addressable market? $17.2 billion in 2024. By 2027, it’ll grow to $27.4 billion. A tidy sum. Or as Vonnegut might say: “So it goes.”
It is said that in the world of high finance, nothing sings louder than a new product launch, and Apple, ever the showman, has unveiled its new iPhone 17 models. The demand for this creation, according to the ever-persistent Dan Ives of Wedbush Securities, appears stronger than last year’s humble iPhone 16 debut. Such is the power of novelty, and the mind’s unending capacity for desire. And so, he has raised his price target for Apple to a lofty $310. Should the consumers respond with the same enthusiasm, we shall witness a revenue explosion of delightful proportions.
The enterprise itself is a curious beast. With a market capitalization of $8.6 billion, it occupies a peculiar space between obscurity and prominence. Operating in nineteen states, its drive-thru-only model resembles a modern-day caravan, spreading across the American landscape with the urgency of a merchant prince seeking new trade routes. Yet for all its expansionist fervor, the company remains a regional player in a national market. The key to its fortunes lies not in the quality of its brew, but in the relentless multiplication of its storefronts. By 2029, it aspires to double its locations to 2,029-a number that glitters with the promise of exponential growth, yet carries the weight of unspoken perils.
The U.S. Treasury, in a gesture of bureaucratic paternalism, has claimed a 10% share in the enterprise, while Nvidia, that colossus of silicon ambition, has pledged $5 billion to the cause. One might ask: does this mark the beginning of a renaissance, or merely the next act in a theater of the absurd?
Morgan Stanley (MS), that paragon of financial prudence, has gone full crypto cowboy. E*Trade clients? They’ll trade crypto now. Asset allocation strategies? Cryptocurrencies, of course. And a blockchain wallet? Because nothing says “trust me” like a digital piggy bank. The old guard is now the new wild west, and I, for one, am here for the shootout at the OK Corral of finance.
Shall we abandon this dance partner mid-chorus? Perish the thought. Allow me to propose three reasons why one might still consider twirling with ISRG, despite its current two-left-feet stumble.
Robinhood’s ascent this year, with a 208% gain, has outpaced even the gilded trajectories of Nvidia and Palantir. Yet beneath the veneer of triumph lies a story as old as the stock market itself: the fleeting promise of a silver bullet. The company’s transaction revenue, once buoyed by the Trump-era frenzy-when cryptocurrencies were hailed as the next Bitcoin and margin loans flowed like oil-has since turned to sand. In Q2 2025, crypto transaction revenue plummeted 55%, a stark reminder that the crowd’s euphoria is as fickle as the tides.
Yet speculation persists! Like young ladies at a country ball, certain equities continue to attract ardent admirers despite their elevated prices. Allow me to present three such specimens whose fortunes Wall Street gentlemen predict might yet ascend – though with the caveat that fortunes, like reputations, are easily overturned.
CORP-DEPO Supernova is a portfolio service where The CORP-DEPO invests real balance sheet cash in two growth “missions” based on David Gardner’s investment philosophy. The service creates cohesive, goal-oriented portfolios using companies that meet David’s famous “six traits of a Rule Breaker stock.” Or, as we like to call them, six reasons to question your life choices.
The most recent disclosures from the realm of 13F filings reveal a veritable assembly of distinguished gentlemen partaking in this speculative dance. Among them, Alan Howard of Brevan Howard has secured a position so substantial it might rival a prime London townhouse, while Israel Englander’s consortiums have acquired shares with the enthusiasm of country dancers at a ball. Even the venerable Harvard Management Company, guardian of the Western world’s most storied endowment, has cast aside its academic reserve to claim 1.9 million shares – a courtship of digital fortunes most unbecoming of its scholarly reputation.