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I looked it up so you don’t have to. High conviction means “I believe this stock is going to crush it.” Average returns hover around 10%, thanks to the S&P 500, which has been chugging along like an old train engine for decades. But here’s the thing about high conviction picks-they’re not guarantees. Some flame out spectacularly, leaving your portfolio looking like last week’s leftovers. Others take their sweet time performing, as if they didn’t get the memo that *you* were expecting results by yesterday.

Yet, as with all things in life, the wheel of fate has spun once again. A brief respite has come in the form of a 30% recovery over the past three months-though whether this is a true reversal or a fleeting gust of wind is yet to be seen. The cause of this temporary rebound is the company’s inclusion in the S&P 500 and the undeniably resilient pulse of the economy. But does this indicate a genuine transformation, or is it but a brief flicker in the darkness?

The quantum computing race resembles nothing so much as two wizards trying to outdo each other in summoning entities from alternate dimensions. One wizard uses trapped ions; the other prefers superconducting qubits. Both insist their method will bring forth not just answers but *the* Answer. Meanwhile, investors stand on the sidelines, clutching their portfolios like talismans against uncertainty.

I mean, let’s face it: if you’re not looking at tech stocks right now, you’re probably doing something wrong-or possibly gardening, which I respect but don’t entirely understand. The Nasdaq Composite, that darling of all things digital, has surged 28% over the past year, leaving the Dow Jones Industrial Average and the S&P 500 in its dust. It’s as though the rest of the market is politely waving from behind while Nasdaq speeds off in a Tesla. Which brings me to today’s musings: two stocks that I can’t stop thinking about. Palantir Technologies (PLTR) and Nvidia (NVDA). Both brilliant, both slightly terrifying in their own ways.

Now, Amazon’s market cap stands at $2.36 trillion as of this writing-August 12th, for those keeping score at home. That means its stock needs to rise by roughly 27% to hit the magical $3 trillion mark. Is it possible? Absolutely. Is it probable? Let’s find out together, shall we?

GaN and SiC chips hum with the vitality of rivers, outpacing silicon’s sluggish currents. They thrive in heat and voltage, their brilliance suited for chargers, data centers, and the veins of electric vehicles. Navitas, with its GaNFast Power ICs, weaves switching and sensing into a single chip-a loom of modernity. Its acquisition of GeneSiC in 2022, like grafting a wild branch onto a cultivated vine, expanded its reach into EVs and data centers. Dell Technologies (DELL), Changan, and now Nvidia have become its patrons, yet the soil remains untested.

Once, Celsius danced in the limelight, its growth a siren song to investors. Yet in 2024, the melody faltered. Setbacks crept in, and the chorus of optimism turned to doubt. The stock, once a paragon of potential, now bore the weight of disillusionment.