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Ackman’s predilection for Amazon (AMZN 0.39%) appears rooted in its dominion over both the tangible and the ethereal marketplaces. The company, a sprawling network of logistics and algorithms, has become a sort of digital Alexandria, accumulating not scrolls, but data. Its Amazon Web Services (AWS), a cloud infrastructure, is less a service and more a nascent, boundless library, containing the blueprints of countless other endeavors. The application of artificial intelligence within this system, a subtle shifting of parameters, promises not merely efficiency, but a refinement of the very structure of commerce. Analysts predict a potential ascent of 43% from the current valuation of $199 per share, a figure that, while concrete, feels less like a prediction and more like a fleeting glimpse of a possible future.

Taiwan Semiconductor Manufacturing – or TSMC, as the initiates call it – is, I suspect, preparing to join their ranks. Not by merit, perhaps, but by sheer inevitability. It is the foundry upon which so much of this modern madness rests, the silent architect of our digital dreams and anxieties. They don’t design the chips, you understand. They merely make them. A crucial distinction, like the difference between a playwright and the stagehand who sweeps up the confetti. But without the stagehand, there is no play.

And within that cage, two particular avian species appear poised to flourish: Nvidia and Broadcom. One might almost suspect a deliberate orchestration, a subtle choreography of silicon and software, designed to funnel capital towards these chosen beneficiaries. Alphabet, you see, is not simply spending money; it is seeding an ecosystem, a complex web of dependencies where its own ambitions intertwine with the fortunes of these two companies. The irony, of course, is that such grand designs are rarely conscious; more often, they are the emergent properties of relentless, data-driven optimization.

The particulars are thus: on the fourth of February, in the year 2026, Liu converted his direct holdings into currency—a sum of $75,661.41, a considerable amount, yet but a ripple in the vast ocean of capital. The transaction, documented in a Form 4 filing with the Securities and Exchange Commission, leaves him with no direct ownership of the company’s shares. It is a complete withdrawal, a severing of ties, and one is left to speculate whether this act represents a considered judgment, a premonition of shifting tides, or merely the prudent diversification of assets. That the sale constituted the smallest of four such transactions since May of 2023 suggests a gradual, deliberate detachment, a slow release of one’s grip upon the levers of power.

So, the question arises: should one allocate capital to Rivian or Nio? A simple decision, one might think. But simplicity, darling, is rarely a virtue.

The data suggests a quiet awakening. If the XRP Ledger (XRPL) solidifies its position as a meaningful venue for these tokenized representations of real-world assets—and the recent figures whisper of such a possibility—then a return to, and perhaps a surpassing of, the $2 threshold is not merely speculative, but a consequence of a changing landscape. The market, as always, remains a fickle garden, but certain seeds are showing promise.

It’s not about growth anymore, not really. Everyone expects growth. It’s about stability. About building something that doesn’t require a constant influx of day traders fueled by stimulus checks and boredom. My aunt Mildred, who thinks “blockchain” is a new type of paving stone, recently invested in crypto through Robinhood. I’m not saying it’s a bad sign, but I’ve started preemptively researching estate planning. Anyway, 2026 will tell us if they’ve figured things out.

(Value based on SEC Form 4’s weighted average purchase price of $46.02. Which, let’s be real, is a very specific number to know.)