Exec Sells Shares, Market Unmoved, Everyone Overreacts

everyone. From smart meters to medical devices. If it’s “smart,” they want in.

everyone. From smart meters to medical devices. If it’s “smart,” they want in.

one misstep, and the whole thing collapses. Fortunately, so far, the blocks haven’t slid.

Three such tokens, each a cipher in the generative AI edifice, demand your attention. Their names are etched in the annals of financial orthodoxy, yet their logic remains as opaque as the labyrinth itself. Proceed with caution. The path forward is not a road, but a filing cabinet of interlocking fates.

Fast forward to today, and we find ourselves in a similar frenzy surrounding artificial intelligence (AI). Investors can’t help but compare the current euphoria to that bygone era, with the S&P 500 (^GSPC +0.01%) having enjoyed three consecutive years of double-digit gains. And let me tell you, folks, when you mix those numbers with a sprinkle of investor anxiety, you’ve got yourself a recipe for a potential market crash that could rival a three-ring circus gone wrong!

Investors, ever the optimists, received further news of tariffs last week. The timing, however, is as poor as a man in a trench coat asking for directions to a brothel at midnight. The S&P 500, in its infinite wisdom, has flashed a warning not seen since the dot-com crash-a signal that, if heeded, might yet preserve one’s portfolio from the more enthusiastic flames of speculation.

The S&P 500 tiptoed sideways, while the Nasdaq Composite took a polite little dip. Semiconductors? Well, AMD and Intel are having a hissy fit over AI server narratives-charming, really. It’s like watching two fashionistas argue over who invented denim. Meanwhile, Nvidia’s 163.5 million shares traded with the enthusiasm of a tax audit. “Only 12% below average,” the analysts coo. Yes, because subpar trading volume is clearly the sign of a robust bull market. 🤷♀️

Northrop Grumman (NOC +2.39%) had a moment, like that coworker who suddenly remembers they’re a “strategic leader” after a coffee. Lockheed Martin (LMT +4.38%) and RTX (RTX +0.91%) joined the party, while AI darlings Micron (MU 3.71%) and Zscaler (ZS 4.69%) got the “we’ll get back to you” email from investors.

Ah, the announcement! A grand unveiling of FTAI Power, a new enterprise that promises to transform the humble CFM56 engines into something akin to mighty turbines, capable of bestowing the world with an abundance of reliable energy for its ravenous data centers. What a delightfully absurd image-a turbine, once confined to the realm of aviation, now cavorting about the globe, fulfilling the very whims of artificial intelligence (AI) as it burgeons like a wildflower after a rain.

Bull Holdco L.P. and Bull Co-Invest L.P., entities that exist somewhere between B2B and Bizarro World. The insider remains a direct-shareless specter, their ownership maintained through the Looking Glass of Limited Partnerships.

Retail investors are currently dancing the cha-cha with AI stocks, while Warren Buffett, that grumpy old bear in the corner of the ballroom, is hoarding cash like a Scrooge with a side hustle. The CORP-DEPO’s 2026 AI Investor Outlook Report claims 90% of retail investors plan to buy or hold AI stocks this year. Meanwhile, Berkshire Hathaway (BRK.A 0.40%) (BRK.B 0.53%) has been trimming positions and stockpiling $381.7 billion in cash. Buffett’s favorite hobby? Not investing.