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Cameco, for those unfamiliar, mines uranium. It’s not glamorous work, I imagine, all hard hats and Geiger counters, but someone has to do it. And apparently, if you hold onto enough of their stock, you can quietly amass a small fortune. They’ve had a bit of a run – a 750% increase since 2011, which is frankly unsettling. It feels like something should be collapsing, or at least emitting a low hum of existential dread, but everything seems… stable. Too stable, perhaps.

Now, nobody, absolutely nobody, can predict the future with any certainty. Attempting to do so is a bit like trying to herd cats, frankly. But downturns are as much a part of the market’s rhythm as sunshine follows rain. It’s inevitable, you see. Rather than attempting to dodge it altogether – a most undignified spectacle, that – it’s far more sensible to prepare. And how does one do that? Allow me to elucidate.

For some time, Apple enjoyed a privilege most uncommon – a fast track to innovation and, shall we say, a leniency regarding imperfections. A peculiar arrangement, indeed! But now, as the winds of fortune shift and the demand for these thinking machines swells, this special treatment appears to be waning. It is rumored that Apple must now compete as do other mortals, and endure the inevitable burden of increased costs. A humbling prospect, to be sure.

Now, some folks will tell you Carnival stock has doubled from its lows last year. “Oh, it’s expensive!” they cry. Nonsense! It’s like saying a slightly used chariot is too pricey. I’ve seen better deals at a Roman auction! The math, my friends, is surprisingly…pleasant. You can snag shares for just 11 times what the analysts think they’ll earn this year. 10 times if you’re patient enough to wait until 2027. That, my friends, is a discount. A genuine, honest-to-goodness bargain! And for the biggest player in a growing travel niche? It’s practically highway robbery…in Carnival’s favor, of course.

The past twelve months have seen the stock drift, a listless vessel upon a turbulent sea of bullish enthusiasm elsewhere. A mere 2% decline, you say? A trifle, perhaps, until one considers the roaring tide lifting all other boats. It suggests a hesitancy, a suspicion that something is… amiss. Investors, those notoriously fickle creatures, seem to be holding their breath, awaiting a sign, a tremor, anything to break the spell.

But we are now firmly in ’26, and the world of finance, much like the Discworld, operates on momentum. Past performance is, as the wizards are fond of saying about prophecies, a guide, not a guarantee. So, where does Alphabet, this digital behemoth, go from here? Let’s examine the runes, shall we?

Semiconductors, you understand, are the new oil, or so the chaps in the know are saying. They’re the building blocks of absolutely everything digital – powering factories, data centers, automobiles, those infernal smartphones, computers, and all sorts of other contraptions. And with everyone going absolutely gaga for artificial intelligence, demand for TSM’s services has been, shall we say, rather brisk. A jolly good show, all around.

These are not recommendations, mind you, but rather observations—notes taken from a slightly detached vantage point, where one can observe the currents without being swept away by them.