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The numbers, cold and unyielding, paint a gilded portrait. A 48.5% leap in earnings to $1.01 per share, a 53% surge in revenue toward $46 billion-such figures are not mere digits but declarations of dominion. The world’s hunger for artificial intelligence has become a ravenous beast, devouring semiconductors with a voracity that leaves lesser companies gasping. Yet amid this feast, one cannot help but wonder: does the feast nourish the soul, or merely fatten the coffers?

The dual-market strategy creates unique defensibility. Government contracts provide stable cash flows (notably through defense and intelligence agencies), while commercial adoption benefits from AI’s enterprise penetration tailwinds. This bifurcated model reduces cyclical exposure compared to pure-play software vendors.

Let’s not pretend this wasn’t always about virality. Dogecoin thrived because people liked the idea of investing in a dog. Celebrities endorsed it because they thought it was funny. And when Trump started tweeting about crypto, everyone assumed it was a signal to buy Dogecoin. Never mind that the coin’s blockchain has about as much utility as a toaster oven in a hurricane. The point is, someone, somewhere, said “meme,” and the rest of us just nodded and adjusted our portfolios.

In that moment, it seemed absurd to think of the Global Industry Classification Standard as anything more than an arbitrary map drawn by men who had never seen the lands they sought to chart. Yet, there it was-a system flawed yet functional, imperfect yet indispensable, assigning each company to its sectoral tribe like ancient gods sorting souls into realms. It was this same system that now guided him through the labyrinthine corridors of the S&P 500, where Amazon, that titan of consumer whimsy, stood awkwardly cloaked in the robes of technology, its cloud arm reaching for the heavens while its retail feet remained firmly planted on mortal soil.

Here’s what I think: Maybe they’ve got some potential, but don’t start drafting your thank-you notes to the stock gods just yet. Both of these companies have qualities that some people would call “forever stock” material. But in my world, I’m still checking for the fine print.

Here’s the rub: Remitly, a business that thrives on the alchemy of currency conversion, now finds itself in a game of chess with stablecoins. But does it truly face checkmate? A recent announcement-akin to a conjurer producing a rabbit from a hat-suggests otherwise. By embracing the very tokens it once feared, Remitly may yet turn the tables, transforming disruption into a lucrative proposition. Let us dissect this financial riddle and determine if today’s bargain-bin price tag is a golden opportunity or a Trojan horse.

Ackman’s portfolio? Less “diverse” and more “I’ve got 10 irons in the fire, but they’re all forged from the same $100 bill.” When this guy sneezes, retail investors rush to buy stock in Kleenex. So let’s dissect his moves with the precision of a CFO auditing a punchline.