Nvidia’s had a bit of a wobble, which is a good reminder that even the shiny new things can fall. It makes you wonder if we’re all just caught up in the hype. Tesla’s down too, year to date. About 6%, if my calculations are correct (and let’s be honest, they often aren’t). Which, logically, could be a buying opportunity. Except… logic and investing rarely seem to coexist peacefully.
Dubbed the illustrious 24/5 U.S. Equities Streams, this service delivers equity market data with the urgency of a thirsty traveler at a well, spanning regular, pre-market, after-hours, and even the elusive overnight sessions-an array of temporal offerings!
They’re bragging about subscriber growth, which is fine, I guess. But it’s not like they invented television. And this “successful advertising tier”? Please. It’s commercials. We’ve had commercials for decades. It’s not innovation, it’s just… acknowledging reality. And KPop Demon Hunters? Look, I don’t even know what that is, and frankly, I don’t want to. It’s just… noise. And they think this is going to save them?
Palantir. Sounds like a Russian novel, doesn’t it? Except instead of angst and revolution, it’s data analysis. They started by helping governments spy on…well, everything. Now they’re trying to sell that same software to businesses. It’s like taking a tank to a tea party. Their commercial side is growing, though, faster than my Aunt Mildred’s bunions. But here’s the kicker: an analyst at RBC Capital thinks Palantir’s share price should be $50. Fifty dollars! That’s a 70% haircut for a stock currently trading at $171. It’s enough to make a grown man cry…or short the stock.
Last year, a shift. A murmur in the machine. Investors, perhaps weary of the obvious, turned a gaze toward AMD. A 77% rise, outstripping Nvidia’s 39%. A small rebellion, you might say. But is it a true turning, or merely a temporary eddy in the current?
I mean, Buffett always said stick to what you understand. Easy businesses. Value investing. And AI? AI is…complicated. And expensive. And frankly, a bit terrifying. My current understanding of AI extends to being repeatedly targeted by oddly specific ads for things I mentioned in passing to my sister. So, a foray into that world felt…uncharacteristic. Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. All related to trying to understand what a “large language model” actually is.
The digital darling now languishes precisely where it had the misfortune to conclude 2025, having squandered a three-week dalliance above $97,000 with the shameless promiscuity of a particularly indiscreet socialite. At present, it makes feeble attempts at recovery after touching a positively mortifying $87,901.
One speaks, of course, of the semiconductor. These minuscule wafers, these slices of purified earth, are the very foundation upon which these digital minds are built. Without them, the algorithms remain but phantom thoughts, incapable of manifesting in the world. And those who control the flow of these essential components hold a sway that rivals kings of old. Investors, with a restlessness peculiar to their kind, flock to the familiar names – Nvidia, Advanced Micro Devices, Broadcom – each a glittering beacon promising untold riches. But true discernment, it seems, lies in recognizing the less obvious forces at play.
I keep waiting for the inevitable correction, the moment everyone realizes that not every algorithm is going to solve world hunger. But the money keeps flowing. My colleague, Dave – a man who still prints out emails – is convinced we’re on the cusp of another dot-com boom. He’s started referring to server farms as “the new tulips.” I just nod and try to remember if I turned off the coffee maker.
And now, maybe, they’re making a move. A new website for Alexa+. It’s a gamble, alright. A direct shot across the bow of the OpenAI crowd. A chatbot war is brewing, and Amazon, predictably, has a lot of ammunition.