I am a happy glider pilot and Google investor and Broadcom too. On November 20, 2025, shortly before Alphabet soared in the US to become the world’s second biggest company, I soared to around 9000 feet high in a glider over NSW skies, or almost 3km above the ground, enjoying very strong lift.
I can’t help but expand on the metaphor, with cloud earnings driving Alphabet higher, while the surge of hot air to cloud base pushed me up well above the Earth’s surface.
I climbed to cloud base, which you can see in the photo, in thermals as strong as 5 to 6 meters per second, so powerful was the surge. I got these statistics from my device running on Android, owned by Google, stored in the cloud. The photos were taken with an iPhone.
The world runs on these companies’ products and their revenues and profits are soaring. We need the cloud, including Google Cloud, and advanced computer chips from Nvidia, AMD, and for some of us, iPhones. Broadcom too is soaring, which I bought into because 99% of internet traffic goes through a Broadcom chip (it’s now bigger than Meta and the world’s 6th largest company) and its helping Google make TPUs so someday, Google won’t need to buy so many GPUs from Nvidia.
And it’s not just about AI but far more broadly, perhaps the digital age expanding at an increasing rate.
omentum has pushed these companies, along with the underlying need for the cloud/data storage and complex computing processing power demanded by an increasingly digital age.
And it’s not just about AI, but all things digital.
Back on terra firma, heading back to Sydney just outside Gunnedah, I was reminded of the beauty of the world outside digital domains, as I stopped for cattle casually grazing on the road. I admire these animals for their curiosity and questioning eyes. Not afraid to step ahead and check their surroundings and take their time to do it.
And that’s the way I think we should all be when it comes to investing. Managing risk at all times and being curious always. Doing you own research, using your own eyes and asking your own questions, including of the experts. Then compare the information you have and make a decision.
I did all that when I bought Nvidia and AMD shares 3 year ago. I knew nothing about GPUs, but I knew how to ask questions (especially of gamers), observe the world around me and check companies’ balance sheets. I stayed curious, just like the cows, which I often stop to admire, even when they aren’t blocking the road!