So, everyone’s doubling down, huh? Like it’s some kind of brilliant strategy. “Double down!” They say. As if adding more money to something that’s already going up is… innovative. It’s just… aggressive. And frankly, a little annoying. But fine. If you insist. Let’s talk stocks. Two of them. Because apparently, that’s what people want.
Micron Technology
Micron Technology (MU 3.49%). They’ve had a good run. A good run. Up 345%? It’s almost… suspicious. And yet, everyone’s still buying. The P/E ratio? Twelve times fiscal 2026 estimates? It sounds good, I guess. But honestly, these numbers… they just feel… constructed. Like someone’s trying to tell me a story. And I don’t need a story with my investments, thank you very much.
Apparently, it’s all about memory. DRAM, HBM… it’s a whole alphabet soup of acronyms. And this “cyclical” thing? It’s infuriating. “Historically cyclical!” They say, as if that makes it okay. Like the market has a right to be unpredictable. It’s a contract, people! You sell something, you deliver. It’s not that hard.
And now, AI. Of course. Everything’s about AI now. High bandwidth memory… it’s like they’re just throwing buzzwords at the wall to see what sticks. And this HBM needing “upward of 3 times the wafer capacity?” It’s just… inefficient. A logistical nightmare. You’d think a company dealing with technology could figure out logistics. But no. They create artificial shortages. It’s a power play, I tell you. A power play. And they expect me to be thrilled about increased gross margins? It’s… manipulative.
The best part? Long-term supply agreements. “Visibility!” They cheer. Visibility? I want certainty. There’s a difference. But fine, okay, long-term agreements. It’s something, I suppose. It’s still… unsettling.
Taiwan Semiconductor Manufacturing
And now, Taiwan Semiconductor Manufacturing (TSM 2.45%). Another one that’s doubled. Of course it has. It’s a pattern, you see? Everything’s just… going up. It’s unnatural. And a P/E of under 26? A PEG ratio of 0.75? It’s all very… tidy. Too tidy. Like someone’s deliberately trying to make it appealing. And I don’t trust appealing. I want… honesty. Raw, unvarnished honesty.
They’re the world’s leading foundry. Apparently. And they can make these “advanced logic chips” at “high yields.” It sounds impressive, I guess. But what does it even mean? It’s all jargon. And they’re an “invaluable partner” to chip designers? Invaluable? That’s a strong word. What exactly are they doing that’s so… invaluable? I demand specifics!
And this AI infrastructure build-out? It’s relentless. Everyone’s jumping on the AI bandwagon. And they expect their revenue to increase at an “average yearly rate above 50%?” Fifty percent! It’s unsustainable. It has to crash eventually. It’s just… basic economics. And “nice pricing power?” That’s just a fancy way of saying they’re going to charge whatever they want. It’s… predatory, frankly.
So, yeah, the stock’s a buy. Even near its all-time highs. Because apparently, logic has no place in the stock market. It’s just… infuriating.
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2026-03-05 22:22