Mobileye’s Clever Contraption & The Robotaxi Riddle

Goldman Sachs, naturally, aren’t thrilled. They want fewer human hands involved, because humans cost money, you see. They’re predicting that by 2030, one operator should be able to manage ten robotaxis, and by 2040, a whopping thirty-five! That’s a lot of metal to control. It’ll require a bit of ingenuity, a dash of magic, and a whole heap of technological tinkering.

Three Stocks to Watch, By and By

Happy Friends

Amazon, now there’s a name that’s become synonymous with… well, everything, it seems. Started selling books, they did, and now they’re delivering everything from aardvark food to zither strings right to your doorstep. They’ve been at it since ’97, and I’ll tell you what, that’s a long time to stay afloat in this world. They’ve managed to grow every year, bar one, in all that time – a feat that’d impress even the most seasoned riverboat gambler.

Rigetti: A Quantum Leap… Toward Nowhere?

You see, a company that’s all in on one thing – a “pure play,” as they call it – is like a man with all his eggs in a single, rather fragile basket. If that basket holds, you might just have an omelet. If it doesn’t… well, you’ve got a mess to clean up. Rigetti’s betting the whole farm on quantum computing, and that’s a mighty risky proposition. They claim to be on the cutting edge, but sometimes the sharpest edges are the ones that cut you.

Coupang: A Most Singular Speculation

For too long, we have chased after the gilded idols of Silicon Valley, the Nvidias and Palantirs, whose valuations seem to defy the very laws of reason. Let us, instead, turn our gaze eastward, to a company that, while not entirely untouched by the follies of the market, offers a more grounded—and, dare I say, amusing—proposition.

Micron: A Memory Awakened

But the seasons shift, and with them, the fortunes of men and companies. Now, as we approach 2026, a new cycle appears to be unfolding, a veritable blossoming of demand. The company stands poised, not merely to recover, but to flourish within the burgeoning realm of artificial intelligence. It is a curious transformation, a quiet resurrection in the digital fields.

The Dragon at the Door: A Tale of Motors and Mischief

And now? Now the boot’s on the other foot, ain’t it? Those same fellas who were so eager to sell their wares in the Middle Kingdom are lookin’ over their shoulders. The Chinese ain’t content with just buildin’ cars for themselves anymore. They’re buildin’ ’em cheaper, faster, and – wouldn’t you know it – with a heap of electric wizardry thrown in for good measure. Ford Motor Company (F 1.09%) and General Motors (GM 1.80%), they’re startin’ to feel a draft, a chill wind blowin’ from across the Pacific. It’s a price war over there, and they’re practicin’ for the main event.

NuScale’s Slow Bloom

NuScale Power, you see, deals not in immediate kilowatts, but in potential. It has conceived a miniature nuclear reactor, a sleek, silver fish swimming against the current of colossal concrete behemoths that have long dominated the energy landscape. This is not merely a matter of engineering; it is a reimagining of power itself, a belief that nuclear energy, once the exclusive domain of nations, could become a distributed, adaptable force, humming quietly in the heart of cities, powering the insatiable hunger of data centers. The regulatory approvals are in place, a labyrinthine blessing secured after years of petitions and simulations. Yet, the crucial element remains elusive: a signed contract, a first sale, the tangible proof that the dream is not merely a phantom shimmering on the horizon.

Novo Nordisk: The Insulin Junkies’ Paradise

And now? NOW they’ve unleashed the pill. Wegovy, in oral form. No more needles. No more furtive injections in motel bathrooms. Just a little sugar-coated escape. It’s the convenience factor, see? The sheer, blissful convenience. For years, they forced people to inject their hopes, their anxieties, their self-loathing. Now? Pop a pill. It’s… almost too easy. The new CEO, a slick operator if I ever saw one, is pushing this thing like a carnival barker peddling elixirs of eternal youth. Ample supply, partnerships with Amazon, Costco… they’re saturating the market. 3,100 prescriptions in the first week. 8,000 by the second. It’s a feeding frenzy. A pharmaceutical gold rush. And I, for one, am strapped in for the ride.

XRP Burn: The Ledger That Eats a Billion a Year

In a thread he titled with the bravado of a gambler, Vincent Van Code argued that “everyone is calculating the XRP burn wrong.” He starts with the base fee of 0.00001 XRP, a number that wears the costume of normal when the network sleeps. “But what happens if the world actually uses the XRPL at its 3,400 TPS limit?” he asks, suggesting that the real driver is load, not raw speed.