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I reckon Broadcom is changing, remaking itself like a farmer turning the soil. It’s a slow process, this shifting, but it’s happening. They’re moving away from the broad fields of hardware and software, the things that keep the world ticking, and focusing on something smaller, something more…precise. Custom chips, built for the new machines that think for themselves. These aren’t the general-purpose tools of the past; they’re tailored instruments, honed for a specific task.

FTAI Aviation concentrates on the ‘aftermarket’ – the business of keeping existing aircraft flying. Hexcel, conversely, supplies materials to manufacturers for new builds. This division of labor is significant. An investor might assume a rising tide of aircraft production benefits all involved. And it does, to a point. But the industry is rarely so straightforward. Delays in new aircraft deliveries – a persistent ailment afflicting both Airbus and Boeing – do not halt the need for maintenance. Quite the opposite. Older aircraft remain in service longer, increasing demand for spare parts and repair services. FTAI, therefore, benefits from the very problems plaguing its counterparts in the original equipment market.

Nvidia, for decades, has been the architect of this silicon realm. Initially a purveyor of graphic accelerations for the frivolous pursuit of digital play—a humble beginning, one might note—it evolved into a provider of the very engines of computation for this new age. Its GPUs, unlike the linear processors of the past, operate on a principle of parallel universes—each core a potential reality processing data simultaneously. The progression—Turing, Ampere, Hopper, Blackwell—is not merely technological, but almost… genealogical, each generation building upon the last with a subtle but relentless efficiency. And then there is CUDA, the walled garden, the proprietary language that binds the user to its ecosystem. A beautiful, and perhaps inescapable, trap.

The market, of course, offers no guarantees. To suggest otherwise is the province of charlatans and estate agents. Yet, if the QQQ continues its current, almost unsettling trajectory, a modest $500 a month might, just might, conjure a seven-figure sum. It’s a preposterous notion, naturally. Like expecting a decent cup of coffee in Siberia. But let us entertain it, shall we?

First on my list, and believe me, I’ve got a list that could rival the guest list at a Roman orgy, are Nvidia (NVDA +1.37%), The Trade Desk (TTD 1.11%), and MercadoLibre (MELI 1.54%). These aren’t just stocks, they’re potential blockbusters! Each one’s got a tailwind strong enough to blow a toupee clean off a head. And let’s be honest, in this market, you need all the lift you can get.

Clorox has recently demonstrated a degree of volatility in gross margins, attributable to a confluence of operational and macroeconomic factors. While a recent improvement to 41.7% from a prior low of 32% is noted, this remains below historical averages. The market’s reaction, manifesting in a comparatively elevated dividend yield of 4.5%, suggests a degree of skepticism regarding the durability of this recovery.

It’s a strange thing, this market. It promises fortunes, yet delivers heartache with a casual hand. Most chase the quick gain, the phantom shimmer on the horizon. But Ferrari isn’t built on shimmer. It’s built on steel, on craft, on a history that runs deeper than most quarterly reports. The stock price, as of the afternoon of January 22, 2026, showed a fall. A double-digit one, they say. That’s a harsh wind, capable of stripping the leaves from even the strongest trees. But sometimes, what looks like devastation is merely pruning. A necessary clearing of the undergrowth to allow the true growth to flourish.