The year of our Lord 2026 finds us, as ever, haunted by the specter of progress. This ‘Artificial Intelligence,’ they call it – a cold, calculating force promising salvation or ruin, much like any other idol man erects to stave off the inevitable. IDC speaks of twenty-two trillion dollars added to the global coffers by 2030. A sum so vast, it mocks the suffering of individuals, the quiet desperation of those left behind by the relentless march of ‘growth.’ But let us not be blinded by the glitter. The valuations, surprisingly modest for such deities, suggest a profound disconnect – a collective delusion, perhaps – or, more disturbingly, a glimpse of genuine opportunity amidst the chaos.
Two names, then, offer themselves as potential vessels for our capital, our hopes, our anxieties. Not as simple ‘buys,’ mind you, but as engagements with forces far greater than ourselves. Consider them not as investments, but as acts of faith…or, at the very least, calculated risks in a world devoid of certainty.
Amazon
Amazon. The name itself evokes a jungle, a vast, untamed wilderness of commerce. Known to the masses as a purveyor of trinkets and necessities, it is, in truth, a creature of the cloud, a digital leviathan feeding on the data of millions. They speak of ‘AWS’ – Amazon Web Services – as if it were merely a technological platform. But it is more than that. It is the infrastructure of our future, the silent engine driving this new age. And it is growing, accelerating, devouring resources with an insatiable hunger. Revenue surged 24% – a mere statistic, until one considers the implications. Demand, they claim, exceeds capacity. A comforting thought for those within the machine, less so for those outside, struggling to keep pace.
The CEO, Jassy, speaks of ‘monetizing capacity.’ A chilling phrase, stripped of all pretense. It speaks of turning everything – even the potential for progress – into a commodity. Yet, this very struggle to keep up with demand is a sign of strength. AWS generates 57% of Amazon’s operating profit. A dependency, certainly, but a powerful one. The risks are present, of course – the looming shadows of Microsoft and Alphabet, each vying for dominance. But Amazon, despite its flaws, offers a compelling value. Operating cash flow reached $139 billion. A staggering sum, yet it feels…insufficient. As if even such wealth cannot fill the void at the heart of this relentless pursuit of growth. The price-to-cash flow multiple, at 16, is the lowest it’s been in a decade. A temporary reprieve, perhaps, before the cycle begins anew?
Oracle
Oracle. The name whispers of ancient wisdom, of prophecies and pronouncements. A leader in enterprise software, they were late to the AI cloud party, but they are now making up for lost time. They leverage their established customer base, their deep-rooted relationships, to drive growth. It is a pragmatic approach, lacking in the grand ambition of some, but perhaps all the more sustainable for it. Cloud revenue grew 34%, with cloud infrastructure soaring 68%. Impressive numbers, but they mask a deeper truth: enterprises are turning to Oracle for security, for stability, in a world increasingly defined by chaos and uncertainty.
They provide the systems companies need to build AI models using sensitive data. A dangerous game, to be sure, but one that is increasingly necessary. Oracle’s remaining performance obligations jumped 433% to $523 billion. A vast opportunity, yet one fraught with peril. Can they fulfill that backlog? Will they succumb to the pressures of expectation? The valuation, at 19 times forward earnings, suggests they might. Analysts project nearly 22% annualized earnings growth. A tantalizing prospect, but one that demands careful consideration. It is a relatively attractive value, yes, but in a world obsessed with growth, ‘attractive’ is a fleeting illusion.
Let us not delude ourselves. These are not simply ‘stocks.’ They are reflections of our own anxieties, our own hopes, our own desperate attempts to find meaning in a world spiraling out of control. Invest, if you must. But do so with open eyes, and a heavy heart.
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2026-02-27 23:03