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The pronouncements regarding this decision, delivered by the appointed speaker, spoke of a ‘future based on autonomy.’ A future, one gathers, perpetually deferred and defined more by the infrastructure required to promise autonomy than by its actual attainment. This language, while superficially optimistic, serves primarily as a procedural justification, a necessary incantation to appease shareholders and deflect scrutiny from the more prosaic realities of inventory management and the relentless pressure of quarterly reports.

Artificial intelligence, with its insatiable appetite for power, is a major driver. But it’s also a growing realization that solar and wind, while admirable, aren’t always… available. The sun doesn’t shine at night, and the wind, bless its fickle heart, doesn’t always blow. This leaves us with a rather pressing need for something dependable. And that, my friends, is where uranium, and companies like Cameco, come in.

Fractional shares have democratized ownership, it is true, but there remains a subtle satisfaction in holding a whole share, a tangible piece of something, however small. It’s a vestige of an older world, perhaps, but one that persists. Here, we consider two such companies, Cipher Mining (CIFR 7.28%) and SoFi Technologies (SOFI 1.50%), not as soaring triumphs, but as possibilities, tempered by the realities of their present circumstance.

There’s talk of fortunes to be made, of stocks to climb like Jacob’s ladder. I’ve looked at the names they whisper – the ones they say will carry us to this new Eden – and I’ve tried to see past the shine, to the hard ground beneath. Here’s what I’ve found, not a promise of riches, but a reckoning of risks.

So, here are two. Two companies people are getting excited about. Data centers and… Reddit. Honestly. I’ve seen it all now.

Oklo, you see, is currently engaged in the noble pursuit of constructing advanced fission reactors – rather ingenious contraptions called Aurora powerhouses, no less. These are intended to supply the ever-increasing energy demands of data centres and various industrial enterprises. A perfectly sensible idea, naturally.

The question, naturally, is whether this presents an opportunity. A chance to acquire a piece of the future before the masses once again succumb to speculative fervor? In short, yes. Now is precisely the moment to add Nvidia shares to one’s portfolio. Not, mind you, because of any inherent faith in technological progress – though that is a pleasant side effect – but because a clever investor always buys when others are counting their losses.

Now, Borr Drilling, for the uninitiated, is in the business of sticking pointy things into the seabed.¹ Specifically, jack-up rigs – those sturdy platforms that raise themselves on legs to avoid getting their keels scraped. They’re the workhorses of shallow-water oil and gas extraction. A decidedly unglamorous profession, but one that, rather surprisingly, is currently enjoying a renaissance. Years of… shall we say, fiscal prudence (read: underinvestment) have left a gap in the market, and Borr is positioning itself to fill it.