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Strategy, once a purveyor of data analytics – a company that once charted the predictable currents of human behavior – had undergone a metamorphosis, a shedding of its former skin. Michael Saylor, its executive chairman, had cast a spell, not of numbers and algorithms, but of conviction. He saw not spreadsheets, but a future where Bitcoin, that phantom currency born of code and conjecture, would eclipse the weight of old-fashioned dollars. The company, it was said, held 713,502 Bitcoins, a hoard that shimmered on the balance sheet like a pirate’s treasure, currently valued at approximately $49.9 billion. Yet, this wealth felt… tenuous, a shimmering mirage in the desert of financial speculation. Its market capitalization, a mere $31.0 billion, and enterprise value of $43.8 billion, suggested a deep discount, a shadow cast over the glittering coins. The stock, after all, danced to the tune of Bitcoin’s whims, a marionette controlled by the invisible hand of the blockchain.

As of this hour, the stock has risen – 10.2% they say. A number. Meaning little to the fellow staring at a flickering screen, trying to make ends meet, but everything to those who measure wealth in increments of such figures.

But Nebius isn’t making money now. And won’t be, for a while. Losses widening, they say. A common story. It’s like building a rocket ship out of hope and spare parts. Impressive, certainly. But does it get you to Mars? Probably not. Investors like a return, eventually. It’s a funny thing, wanting something for nothing.

Novo, clever enough to see the gathering storm, first delivered semaglutide – a whisper of control for those wrestling with the sugar sickness, later branded as Wegovy for the simpler vice of overeating. Lilly followed, offering tirzepatide, Mounjaro, then Zepbound. Both belong to the GLP-1 class – a modern alchemy, manipulating the body’s signals to quiet the insistent demands of hunger. It’s a tidy solution, if one can afford the price of silence.

2025 proved to be a year of peculiar ambition, spurred by executive directives that aimed to quadruple domestic nuclear capacity by 2050. A bold stroke, certainly, and one that requires more than mere optimism. It demands, shall we say, a supplier. And Centrus, it appears, is perfectly positioned to provide the fuel for this most ambitious of endeavors.

The SPDR S&P Aerospace & Defense ETF (XAR) is doing even better, up over 10.5%. Which, when you compare it to the S&P 500’s paltry 1%, feels… significant. I mean, it’s not like I want to profit from global instability, but… well, one has bills to pay. And a slightly alarming fondness for organic avocados.

Nvidia, a name whispered with reverence in the silicon valleys and dimly lit server rooms, presents a curious paradox. It deals in the ephemeral – the fleeting calculations of artificial intelligence – yet demands a rather substantial price for its wares. A forward price-to-earnings ratio of 23 times? A mere trifle, one might say, for a company that recently experienced a revenue surge of 62%. A growth rate that suggests, perhaps, the summoning of minor deities within its processors.

Hut 8, a name once synonymous with the feverish dance of Bitcoin mining, has undergone a metamorphosis. It’s a tale of adaptation, of recognizing that the real gold isn’t in the digital coins themselves, but in the infrastructure that supports them. A year ago, this stock was viewed with the same suspicion one reserves for a traveling salesman peddling miracle cures. Now? It’s doubled. A curious phenomenon, isn’t it? Like a stray dog suddenly inheriting a fortune.

Sandisk, you see, manufactures these data storage solutions – rather clever bits of kit for computers, telephones, gaming consoles, and all sorts of modern contraptions. And their share price? A positively astonishing 1,840% leap! It rather leaves Micron looking a bit… pedestrian, doesn’t it? One wonders what all the fuss is about, and whether Sandisk might just be the next big thing in the memory market.

The recent elevation is, in part, attributable to the capricious whims of crude prices. The entire oil sector benefited, of course, a phenomenon as predictable as the turning of seasons. But to attribute the entirety of Energy Transfer’s gains to this external force is to misunderstand the nature of true value. It is as if to claim a sturdy oak owes its strength solely to the passing breeze. There were other forces at play, less obvious, yet far more substantial.