The current obsession with artificial intelligence, my dear reader, is not merely a technological trend, but a rather predictable symptom of humanity’s enduring desire to create something in its own image – only more efficient, of course. Analysts at Bank of America, those practical souls, observe this “place to be,” and with some justification. The anticipated expansion of this industry – a trifling $347 billion in 2026, escalating to a positively vulgar $2 trillion by 2031 – is, shall we say, noteworthy. One must always follow the money, even when it’s chasing a phantom.
Thus, we turn our attention to three enterprises that appear poised to benefit from this algorithmic bloom. Micron Technology, Iren, and Alphabet – names that lack a certain poetic resonance, perhaps, but possess a decidedly attractive upward trajectory. Their recent performance – a doubling, tripling, and respectable increase, respectively – suggests a degree of competence, or, at the very least, fortunate timing.
Micron: The Foundation of Intelligence
Micron, a name that whispers of microscopic precision, is not a household deity like Google, but it is, undeniably, essential. It provides the memory chips upon which all this artificial intelligence rests – a rather unglamorous role, to be sure, but one of fundamental importance. As Microsoft’s Mr. Nadella so astutely observed, memory is the bedrock of this new intelligence. One might say it is the soul of the machine, though lacking, naturally, the capacity for regret.
The inauguration of their new manufacturing hub in New York – the largest of its kind in the United States – is a statement, a rather ostentatious one, perhaps, but undeniably effective. The subsequent spike in share price – reaching a rather dizzying $365.81 – is merely a confirmation of the obvious. A company that manufactures the very building blocks of intelligence is, predictably, in a favorable position.
Their recent financial performance – a revenue increase to $13.6 billion, and a net income of $5.2 billion – is not merely impressive; it is, dare I say, almost vulgar. Their projected revenue for the next quarter – a staggering $18.7 billion – suggests a continuation of this fortunate trend. One can scarcely blame them for indulging in a little prosperity.
Iren: The Cloud’s Discreet Benefactor
Iren, operating in the obscure realm of “neoclouds,” is a fascinating anomaly. They provide the infrastructure for those who build the largest artificial intelligence models – a rather shadowy role, to be sure, but one of considerable power. Having amassed potent computing power through cryptocurrency mining – a pursuit best left to those with a penchant for risk – they have wisely pivoted to serving the hyperscalers – those vast, insatiable entities that demand ever more computing capacity.
The recent five-year agreement with Microsoft, worth a princely $9.7 billion, is a testament to their competence. Their investment in land and renewable energy – a rather forward-thinking move, given the impending energy crisis – is a demonstration of prudence. One must always anticipate the inevitable, even in the realm of technological progress.
Their recent financial performance – a record revenue of $240.3 million, a spectacular 355% year-over-year increase – is not merely impressive; it is, dare I say, almost indecent. The Microsoft deal, once fully realized, promises to further enhance their already considerable prosperity. One can scarcely blame them for enjoying the fruits of their labor.
Alphabet: The Established Order
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Their capital expenditures – nearly $24 billion, an enormous 83% year-over-year increase – are a clear indication of their commitment to artificial intelligence. Their recent purchase of Intersect, a data center and energy business specializing in renewable power, is a rather prudent move, given the impending energy crisis. One must always anticipate the inevitable, even in the realm of technological progress.
Their free cash flow – $24.5 billion – and net income – $35 billion – are a clear indication of their financial strength. One might say they have the resources to weather any storm.
Micron, Iren, and Alphabet – each tackling a different segment of the artificial intelligence industry – offer a diversified portfolio for the discerning investor. They are not merely companies; they are instruments of progress, and, as such, deserve our attention – and, perhaps, a small portion of our capital.
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2026-01-21 20:53