Nvidia’s fiscal Q4 2026 results demonstrate continued strength. Revenue of $68.1 billion, representing a 73% year-over-year increase, is attributable to robust demand within the data center segment, which grew 75% to $62.3 billion. This expansion is, predictably, linked to the ongoing proliferation of artificial intelligence applications.
To choose between them is not merely a matter of charting financial projections, but of discerning which holds the greater resilience, the deeper roots. Which, when the inevitable winds rise again, will stand firm, and which will be carried away on the tide?
I’ve been following this company for a while now, and I’m starting to suspect the stock market operates on a logic entirely divorced from reality. It’s like trying to predict the weather using only tea leaves and a vague sense of impending doom.
They announced recalls this week. Nearly 2.4 million vehicles. Rearview cameras, windshield wipers… the usual suspects. Honestly, it’s like they’re actively trying to give me a reason to diversify. The National Highway Traffic Safety Administration is having a field day, I suspect. And it’s not exactly a new problem. Remember last month? 4.3 million vehicles for towing-trailer lights and brakes. They’re trying to fix some of it with software updates, which is… clever, I guess. But it still chips away at the margins, and, more importantly, the reputation. Investors don’t like surprises, and constant recalls are basically a flashing neon sign screaming ‘potential problem’.
This CoreWeave, sprung forth from the initial public offering not long ago, has enjoyed a period of accelerated growth. Yet, beneath the surface of these reported gains lurks a disquieting imbalance. Capital expenditure, a relentless outward flow of resources, and the specter of an artificial intelligence ‘bubble’ – a term freighted with the memory of past enthusiasms and subsequent collapses – have cast a pall over its prospects. The predictable consequence was a ‘panic button’ response, a flinching from the reality of unsustainable expansion.
On a Saturday, no less-a day typically reserved for leisure and reflection-Jeremy Allaire, the august CEO of Circle, deigned to share a tidbit of news. Lo and behold, Circle has begun to employ its own stablecoin infrastructure for the mundane yet essential task of internal treasury settlements. A milestone, they say? Indeed, it is a testament to the boundless ingenuity of man, though one might wonder if such fanfare is warranted for what amounts to housekeeping.
Ninety-nine percent growth for Mounjaro? A 175% jump for Zepbound? Numbers don’t lie, but they sure as hell can mislead. Lilly’s got the GLP-1 game LOCKED DOWN… for now. The question isn’t if the bubble will burst, it’s when, and how spectacularly. And nobody, absolutely NOBODY, seems to be bracing for impact.
I can’t offer you a crystal ball (they’re notoriously unreliable, and the warranty is usually voided by the first paradox), but I can point you towards three companies currently exhibiting characteristics that might—and I stress might—lead to significant returns over the next decade. Each one, at the time of writing, appears to be doing things that aren’t actively self-destructive, which, in the grand scheme of things, is a surprisingly rare quality.
A slight dip in Nvidia’s valuation following their recent pronouncements? How very…human. It provides a perfectly reasonable entry point, of course. The company continues to amass revenue at a frankly alarming rate – a 73% surge in the last quarter, if you please. One almost feels obliged to applaud.
Alas, the momentum was about as durable as a paper umbrella in a hurricane.