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He scooped up 55,677 shares, you see, on January 22nd, 2026. A tidy sum. It’s the first time he’s bothered with this particular ETF, which is a bit like a fussy eater finally trying a new vegetable. And it represents 1.06% of his entire pile of U.S. equity sweets. A small slice, perhaps, but a promising one.

Thus, a rival enters the scene, Broadcom, a company of a different cut. Rather than offering a versatile instrument for all manner of digital feats, they propose a specialized tool, a bespoke creation tailored to a singular purpose. A curious strategy, one might think, to forgo the broad appeal for a more concentrated effort. But as any discerning theatre manager knows, a well-crafted prop, though limited in scope, can prove far more effective than a sprawling, ill-defined set.

Figures don’t lie, they just don’t tell the whole story. The weighted average price came in around $15.09, according to the filing. Market close on the 26th gave it a slightly different sheen. Details. They always are.

These hyperscalers – Microsoft, Meta, the usual suspects – they’re not building data centers, they’re constructing digital cathedrals. And cathedrals, let me tell you, require a SERIOUS power supply. We’re talking about a quantum leap in energy consumption, a ravenous appetite for electrons that’s going to strain the grid to its breaking point. Forget your energy-efficient lightbulbs; this is a whole different order of magnitude. These aren’t CPUs anymore, it’s all GPUs, graphic processing units, and those things BURN electricity like a politician burns through campaign donations. And they need COOLING. Mountains of cooling. It’s a thermodynamic nightmare, frankly.

The preponderance of Intuitive Surgical’s revenue stream derives from ancillary sources, specifically instruments and accessories, which account for roughly 60% of overall sales. Services contribute approximately 15%. This configuration establishes a significant proportion – approximately 75% – of total revenue as recurring. This annuity-like characteristic is intrinsically linked to the installed base, with each new da Vinci system generating a predictable stream of consumables and maintenance revenue. The expansion of procedures performed utilizing the da Vinci system – an 18% increase in 2025 compared to 2024 – exceeds the growth rate of the installed base, indicating both robust patient acceptance and increasing utilization of existing systems. Management projects surgical procedure growth of up to 15% in 2026.

They’re saying Alphabet was “cheap” at the start of 2025. Cheap! Because people were worried AI would mess with Google Search? As if Google Search wasn’t already a mess! Try finding something specific. It’s an algorithm designed to show you what they want you to see, not what you need. And now they’re acting like this Gemini thing is some miracle? It’s a large language model. It strings words together. It’s not solving world hunger. It’s just… quicker at finding cat videos. The whole thing feels… disingenuous.

The figures themselves are sterile, aren’t they? $1.92 million. $4.71 million. They speak of wealth, yes, but also of its fragility. A man reduces his holding, a subtle shift in the balance. The weighted average purchase price of $127.71, the closing price of $125.90 on that fateful day… these are the minutiae of a larger, more terrifying game. One cannot help but feel a touch of melancholy for the shares lost, even as one acknowledges the inherent absurdity of such sentiment.

The stock, it’s done climbed a good fifty percent in the last six months, which, in Wall Street terms, is akin to a jackrabbit on a hot stove. But hold your horses, friend, ’cause the real runnin’ hasn’t started yet. You see, this AI business is shiftin’. It’s no longer just about teachin’ these machines – what they call “trainin'” – but about gettin’ ’em to answer questions, conjure up pictures, and generally act like they know somethin’. That’s “inference,” and it demands a different sort of horsepower.