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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.

With 2025 hitting us like an uninvited relative, the benchmark S&P 500 (^GSPC) has recently seen more dramatic swings than a teenage drama club audition. From the fifth-steepest two-day decline since ’50 to the largest single-session point increase ever (yes, ever), we’re witnessing market moves that feel almost dramatic. I half expect an S&P 500 documentary narrated by Morgan Freeman to pop up any minute now.

This fund is for those who believe the future belongs to machines. Or maybe to the people who sell parts to the people who build machines. It holds 82 companies, none of which are named “Microsoft” or “Nvidia” (though one is close enough to count as a ghost). Its top holdings: Symbotic, Celestica, Joby Aviation. All fine names. All slightly less likely to blow up your portfolio than a bet on a single stock. Diversification, they call it. Or, as your grandmother would say, “Don’t put all your eggs in one basket unless you like scrambled returns.”

August 27 is the new August 27. That’s when Nvidia drops its Q2 results, and Wall Street is currently playing “hot potato” with its stock. Let’s unpack this like a reality TV budget: what’s real, what’s drama, and who’s about to get a “you’re fired” email from the market gods.

By 2030, PwC’s numbers suggest AI could swell global GDP by $15.7 trillion. A feast, they call it. But when the banquet is set on a deck of cards, the crumbs fall hardest on those with empty hands. Nvidia, Palantir, and AMD-guardians of this new age-have built castles in the sand. Their stock prices soar, yet the tide is already whispering warnings.