The market, a creature of whims and anxieties, has lately developed a most peculiar aversion to the digital realm. A chill wind, they say, blows from the silicon valleys, carrying whispers of exorbitant costs and the unsettling possibility that these ‘intelligent’ machines may, in fact, be rather dim-witted. This has resulted in a most unseemly scramble for the exits, a flailing of arms and a general disturbance of the peace. But, as any seasoned observer of human folly knows, such panics are rarely justified. Indeed, they often present opportunities for those with a cooler head and a tolerance for the absurd.
1. Intel: The Lazarus of the Microchip
Intel. The name itself once evoked an empire of transistors, a dominion over all that glowed and computed. Now? Now it’s a company many presumed had shuffled off this mortal coil, surpassed by younger, more agile competitors. Nvidia and AMD, those nimble sprites, danced rings around the aging giant. Past attempts at resurrection proved… well, let us say they lacked the requisite spark. But a curious thing has happened. Under the stewardship of Mr. Lip-Bu Tan, a man who appears to possess a most unsettlingly calm demeanor, a flicker of life has returned. He’s orchestrated a revival, a delicate re-alignment of gears and circuits, just as the demand for these artificial intelligences reaches a fever pitch. One suspects a pact with some unseen force, perhaps a benevolent spirit of the motherboard.
Their ’18A’ process, a phrase that sounds suspiciously like a secret code, promises to coax greater efficiency from these tiny, demanding chips. And, remarkably, Intel may even present a viable challenge to the seemingly invincible TSMC, that monolithic foundry. Nvidia, in a gesture of either profound foresight or utter madness, has invested a considerable sum—five billion dollars, no less—to allow Intel to construct facilities capable of producing chips with their ‘NVLink’ technology. A most peculiar alliance, indeed.
The financial results, however, remain… ambiguous. The revenue for 2025, a paltry fifty-three billion dollars, barely stirred from the previous year. Capital expenditure, while substantial, has actually decreased. One might be forgiven for suspecting a grand illusion, a carefully constructed façade. Yet, the stock has, inexplicably, risen by a staggering 140% over the past year. And the price-to-sales ratio—a mere four—stands in stark contrast to AMD’s lofty multiple of ten. A comeback, it seems, may be in the making. Though one must approach with a healthy dose of skepticism, and perhaps a strong cup of tea.
2. Uber: A Carriage in the Age of Automatons
Uber. A name synonymous with convenience, with the ability to summon a carriage—or, rather, a motor vehicle—with a mere tap of one’s finger. But the winds of change are blowing, and the threat of autonomous vehicles looms large. The company had hoped to be the facilitator of this new era, but now finds itself caught in a most precarious position. There are whispers that Tesla and Alphabet—those titans of innovation—may choose to freeze out the rideshare giant, leaving it stranded in the digital wilderness. And, as if that weren’t enough, the Chief Financial Officer, Mr. Prashanth Mahendra-Rajah, has announced his impending departure, adding a touch of uncertainty to the proceedings. It is as though the very foundations of the company are beginning to crumble.
Yet, Uber has not surrendered. They have forged alliances with Waymo and GM’s Cruise, hoping to secure a place in the future of autonomous transportation. And their established network—a sprawling web of drivers and vehicles—remains a formidable barrier to entry for any competitor. To challenge Uber would require a monumental investment, a Herculean effort to replicate what they have already built.
Furthermore, the price-to-earnings ratio—a mere fifteen—has driven Uber’s valuation to near record lows. A most curious anomaly, given the company’s impressive 18% revenue growth in 2025. Mobility revenue rose by 19%, and delivery revenue surged by 30%. A veritable feast of numbers! However, the net income growth—a mere 3%—is somewhat misleading. Operating income rose by a staggering 99%, but fewer gains from investments and a lower income tax benefit weighed on the bottom line. A small cloud in an otherwise bright sky.
Despite these uncertainties, Uber remains a prosperous company. A shrewd investor would do well to add shares before the masses awaken to its potential.
3. Amazon: The Ever-Expanding Emporium
Across nearly three decades of trading, one struggles to recall a time when Amazon stock flirted with ‘value’ territory. A most peculiar notion, given the company’s relentless expansion into every conceivable market. Yet, here we are. The stock appears, dare we say it, surprisingly affordable.
A recent sell-off, following the release of its fourth-quarter earnings, has driven the price-to-earnings ratio down to a mere 29. A remarkable turnaround for a stock that once traded at multiples of 50, and even 100! One might almost suspect a conspiracy, a deliberate attempt to suppress the price.
Investors soured on the stock after learning that Amazon plans to spend a staggering $200 billion on capital expenditure in 2026, primarily to compete in the realms of artificial intelligence and cloud computing. This follows a $132 billion investment in 2025. A sum that would make even the most extravagant emperor blush. Although Amazon boasts a liquidity of $127 billion and generated over $11 billion in free cash flow in 2025, the costs may appear… burdensome.
However, on its fourth-quarter earnings call, the company revealed a backlog of $244 billion for AWS and AI—a figure that has risen by 40% since last year. While the spending is a cause for concern, Amazon stock could be poised for a massive comeback as it monetizes its fast-growing AI and cloud businesses. A veritable ocean of opportunity awaits.
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2026-02-17 12:53