Greetings from the Eastern Time Zone. Now that I’m more-or-less back in the saddle again electronically (albeit with slower computers and far fewer screens, which always makes me feel hobbled), I can put in a sorta kinda normal work day. Please understand that, until next Wednesday, the rat-a-tat pace of my posts won’t quite be there.

So the world has decided the only stock that matters is a former maker of gaming graphics cards that has been the beneficiary of AI fever.