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Now, I know what you’re thinking: “Bridget, why are you crying over a GPU?” Because, dear reader, Nvidia’s chips are the lifeblood of AI. It’s like saying the internet runs on Wi-Fi-and then realizing your Wi-Fi bill is now $4.4 trillion. TSMC is their fairy godmother, but if geopolitical tensions turn into a panto, we’re all singing “Oh, TSMC, wherefore art thou TSMC?” in iambic pentameter.

You see, gold has been strutting around this year like a rooster with a golden comb. It’s been on a tear, and wouldn’t you know, the gold miners, those fine folks like AngloGold, have been riding the coattails of this precious metal’s surge. Now, gold miners should be seen not as humble workers, mind you, but as a kind of glorified middleman. When gold prices go up, their profits shoot through the roof while their costs remain as stable as a rock. And when gold falls, well, don’t expect those same folks to come knocking at your door to share the pain.

According to the SEC filing dated October 16, 2025, the fund executed a surgical exit from its 109,630 shares of Pfizer, reducing its stake to zero with the precision of a watchmaker dismantling a timepiece. This maneuver, timed to the tick of the third quarter, stripped Pfizer from the fund’s portfolio entirely-once a 1.2% holding in its 13F assets, now a ghost in the machine.

Gold, that ageless diva of the market, has once again stolen the spotlight. At $4,310 per ounce, it gleams brighter than a well-polished monocle. One imagines the U.S. and China trading barbs over tariffs while Congress dithers toward a shutdown, all of which has sent investors scurrying to the safety of gold like children to a parent’s coat tails. A correction looms? Pfft. Nothing a little liquidation of equities and a dash of gold cannot cure.

Quantum computing. The phrase sounds like something a teenager would say after eating too many Skoal mints and watching *The Matrix*. But IonQ (IONQ) isn’t here to play games. The company’s mission is as audacious as it is baffling: to build machines that solve problems humans haven’t yet learned to ask. If Nvidia turned AI into a verb, IonQ wants to make quantum computing the next awkward dinner party conversation.

Herein lies the rub: ASML’s symphony of progress plays against a backdrop of geopolitical thunderstorms, cyclical tremors, and the existential tightrope walk of technological innovation. Three dragons guard this golden hoard, each deserving scrutiny from long-term stewards of capital.

The folks over at Carr Financial Group made a bold move, unloading a solid chunk of cash to scoop up more of those shares of the iShares MSCI Emerging Markets ex China ETF, or EMXC for short. Now, after this transaction, they’re sitting pretty with a total of 300,268 shares, and they’re likely feeling pretty smug about it-especially with the way emerging markets are growing, like a cornfield after a summer storm.

This week, for instance, was another one of those hair-raising episodes. As of late Thursday, NuScale shares were 15% below their peak for the week, but they were still up by a nifty 24.2% from last Friday’s close, according to S&P Global Market Intelligence. You might be wondering how all of this adds up, and frankly, I’m wondering too, but that’s what makes investing such a thrilling, unpredictable adventure.