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But not all tickers are monstrous. Some, like three peculiar little creatures, are still surprisingly affordable. Here they are-three names that might just whisper sweet nothings to your long-term portfolio.

Yet what is this fleet but a collection of mechanical toads, croaking their way through the fog of modern energy demand? The nation’s hunger for electrons-fueled by AI data centers, factories sprouting like mushrooms after rain, and EV charging stations-has made Constellation’s ledger a parchment of prophecy. By 2030, the company’s ambitions will either bloom like a nuclear rose or wither into a bureaucratic thorn. Let us peer into this crystal ball, though one suspects the ball is made of glass and the crystal is a ledger.

A yield trap, as the scholars of the Encyclopedia note, is a mirage born of collapsing share prices. The dividend’s gilded sheen, they argue, is but a trick of perspective: the denominator shrinks, making the numerator appear grander. Those who wander into this illusion often face the dual punishment of vanishing income and plummeting capital. Below, we dissect three such labyrinths-and one stairway to stability.

Let’s attempt to decode what this might mean for holders in the fourth quarter. Note: this is not financial advice. It is, however, a very long-winded way of saying “don’t panic if the price drops, but also don’t panic if it doesn’t.”

Nestled in the exuberant realm of Brazil, Nu doth spread its wings, catering to those weary travelers in Mexico and Colombia. Ah, Brazil’s financial sector has been akin to a medieval castle, guarded by those few legacy giants who deem access to their treasure troves fit only for the chosen ones. Enter Nu, the courageous knight, ready to slay the dragons of exclusion. With a whopping 60% of adults in Brazil wielding Nu accounts like shiny badges of honor, it seems that their very quest for democratized banking is gaining traction across multiple demographics.

Jennifer Saibil (Taiwan Semiconductor): In a world teeming with flash and dazzle, we often overlook the giants who toil quietly behind the scenes. Taiwan Semiconductor Manufacturing (TSM), or TSMC to its friends, is one such giant. This company is vital to the AI ecosystem, yet it offers its services at a price that seems almost too good to be true.

Apple? Buffett’s been trimming that golden goose like a junkie shaving a fat joint since 2024. He cut 6.7% this quarter alone. Once, AAPL was half the damn portfolio-a tech love letter written in $200 billion increments. Now it’s just the biggest albatross around Berkshire’s neck. But hey, the Oracle’s been wrong before. Right?