Monday, February 23, 2026

The Sixth (Fourth) Industrial Revolution -- On Days Like This, The Market Helps To Clear One's Mind -- February 23, 2026

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Wow, talk about a volatile market.

I may or may not post the tickers later, but quite amazing, those companies that most fascinate me right now:

  • AAPL
  • AVGO
  • AMZN
  • MU: down today, but up 262% over the past six months;  
  • GLW
  • SCCO: up 3.3%; up almost $7 / share at the moment, near its high for the day as we move into the last 30 minutes of trading. I think it's closing high was $213 about a month ago; today trading at $208.
  • WMT

For investors, it's on days like this that help clear one mind

The most exciting thing for me, as an investor -- this is easily a ten-year journey. The volatility is a huge, huge deal for traders, and for investors, one can zig and zag on a yearly basis. 

With regard to AAPL: Jensen Huang announces plans to get back into laptop CPU business.   

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AVGO

Beth

Be sure to read the entire thread.

Part of the thread:

I will continue later. Going biking. It's 58°F with the bright sunshine, no clouds, no wind, it feels like 70, 74.

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Book For The Day

Code Breaker, Walter Isaacson. 

I will finish the book over the next several weeks and then re-read it and do a single page bio on each of the major players -- probably no less than 18 such players.