The persistent murmur regarding ‘technology stocks’ as conduits to some indefinite, future prosperity continues, a predictable echo in the chambers of financial expectation. It is, of course, understood—or rather, assumed—that certain of these entities will exhibit upward trajectories. The inherent fragility of this belief, the sheer improbability of sustained success in a landscape defined by relentless competition and capricious demand, is rarely acknowledged. One is left to ponder the precise nature of this collective delusion, and the bureaucratic processes that sustain it.
The current fixation centers, predictably, on ‘artificial intelligence.’ A vast, nebulous concept, it serves as a convenient justification for investment, a shimmering mirage promising returns in exchange for capital. The following are presented not as recommendations, but as case studies in the mechanics of hope—and the subtle, inevitable disappointments that lie within.
1. Micron: The Memory of Things Past
Micron Technology, a manufacturer of memory components, finds itself, through no particular merit of its own, positioned as a beneficiary of this ‘AI’ surge. The demand for these components, these fleeting receptacles of data, has increased. Manish Bhatia, an executive within the organization, has noted a ‘shortage,’ a term that, in the context of planned obsolescence, feels curiously understated. It is as if the very fabric of reality is straining under the weight of information it cannot truly hold.
The company’s recent financial performance—a 57% revenue increase, a 167% rise in earnings per share—is presented as evidence of this success. But these numbers are merely points on a graph, transient markers in a system perpetually on the verge of collapse. The construction of new manufacturing facilities—a $100 billion investment over two decades—feels less like a strategic move and more like a desperate attempt to forestall the inevitable entropy.
2. Alphabet: The Illusion of Progress
the relentless processing of data, the creation of increasingly sophisticated simulations. The reported increase in monthly active users—from 400 million to 650 million—is a testament not to the quality of the product, but to the efficiency of its marketing apparatus.
The collaboration with Apple, wherein ‘Gemini’ will power the next iteration of ‘Siri,’ is presented as a victory. However, it feels more like a tacit admission of failure on Apple’s part—a willingness to outsource a core competency in exchange for a temporary reprieve. The reported $1 billion annual payment feels less like a reward and more like a tribute—a desperate attempt to appease a larger, more powerful entity. The company’s financial gains, while statistically significant, are merely temporary bulwarks against the rising tide of uncertainty.
3. Taiwan Semiconductor: The Weight of Expectation
Taiwan Semiconductor Manufacturing Company (TSMC) occupies a dominant position in the production of advanced semiconductors. The fact that Nvidia and other technology companies rely on TSMC for their processors is presented as evidence of the company’s success. But this reliance feels less like a strength and more like a vulnerability—a single point of failure in a complex, interconnected system. The company’s recent financial performance—a 26% increase in sales, a 35% rise in earnings per share—is merely a reflection of the insatiable demand for these components, a demand that is unlikely to be sustained indefinitely.
The belief that AI infrastructure will reach $4 trillion by the end of the decade is, of course, speculative. It is a projection based on a series of assumptions, assumptions that are likely to be invalidated by unforeseen events. TSMC, like all companies, is subject to the whims of the market, the vagaries of geopolitics, and the inevitable forces of entropy.
These companies, while currently positioned as leaders in the ‘AI’ space, are not immune to the inherent risks of the market. Their success is contingent upon a series of factors, factors that are beyond their control. To suggest that they will continue to prosper indefinitely is, at best, naive—and at worst, a deliberate attempt to mislead.
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2026-01-22 19:02