This isn’t, you understand, a passionate endorsement. Merely an observation that a company capable of persuading the world to consume vast quantities of fizzy, sweetened water for over a century isn’t likely to vanish overnight. And, crucially, they’ve been rather good about sharing the proceeds with shareholders. Which, as far as I’m concerned, is the point of the entire exercise.
Let’s look at some numbers, because numbers are all we have, really. In 2024, SpaceX hauled in about $13.1 billion. Not bad, for flinging metal tubes into the void. Then 2025 came along, and things bumped up to $15 billion. Payload Space thinks 2026 will see $23.8 billion. A big jump. Of course, these are guesses. SpaceX isn’t exactly handing out balance sheets. But, well, here we are.
Naturally, the crypto crowd – those glorious, doomed optimists – are all over this like vultures on a freshly fallen carcass. And frankly, who can blame them? It’s a chance to DOUBLE DOWN on the madness, to amplify the signal from the noise. I’ve been diving in, and let me tell you, it’s a trip. A seriously twisted, potentially profitable trip.
It is anticipated, with a predictability that borders on ritual, that the report will emerge in mid-February – the third Wednesday, perhaps, mirroring past seasons. But to fixate on a date is to miss the deeper currents at play. The question is not when the news will arrive, but what it will reveal. Shall it be a tale of flourishing growth, or a somber recounting of unmet expectations? And, more importantly, what does this moment signify in the larger drama of medical innovation and financial speculation?
During the recent cycle – the year 2025, as our calendar insists – XRP experienced a fleeting ascent, briefly touching the price of $3. A surge, it should be noted, not predicated upon any demonstrable improvement in the underlying economic reality, but rather upon a narrative – a whisper in the digital corridors – concerning the resolution of a legal dispute with the Securities and Exchange Commission. The cessation of hostilities, as it were, was mistaken for a declaration of legitimacy. A common error, frequently observed in the chronicles of empires and currencies alike.
The weighted average purchase price, as helpfully provided by the SEC at $19.51, seems almost generous given the company’s recent performance. The post-transaction valuation, based on the market close of January 22nd at $19.35, suggests a modest erosion of value, though one accustomed to the vagaries of the market would hardly be alarmed.
Productivity, they call it. A fine word, masking the simple truth that folks are being asked to do more with less. These machines, these ‘agents’ as they’re known, are meant to lighten the load, to take the drudgery and leave room for something…better. UiPath (PATH 4.98%) is one of those building the hands that do this work. It’s a company that began with a simple idea: to automate the small, repetitive tasks that steal a man’s day. Hundreds of companies are now using their tools, building these digital workers, and positioning themselves as leaders in this quiet revolution.
Citadel’s purchase of 388,000 shares in Palantir, and 128,100 in Robinhood, are presented as significant. Yet, the accompanying claim of a 2,200% increase for Palantir and 1,100% for Robinhood since the beginning of the year feels… insufficient. It is akin to admiring the froth upon the wave, while ignoring the vast, unseen depths beneath. Such numbers, divorced from context, are mere illusions, shadows dancing upon the wall. The true question is not how far these shares have risen, but whether they possess the inherent strength to remain aloft, and, more importantly, to justify the price demanded by those who seek to partake in their ascent.
Yet, even the most skilled actor cannot forever maintain a flawless performance. Beneath the gilded surface, a disquieting truth stirs. It is not, as some might expect, a sudden catastrophe that threatens this spectacle, but a subtle imbalance, a creeping dissonance between the value ascribed to these enterprises and the very foundations upon which they rest. The fault, dear friends, lies not in the stars, but in our own accounting.
Through the mechanism of Form 13F filings – a quarterly accounting of holdings exceeding $100 million, mandated by the Securities and Exchange Commission – we gain a fleeting glimpse into the strategies of such funds as Thiel Macro. It is a necessary transparency, allowing those of us engaged in the more deliberate study of equity to interpret the signals – often faint, and always subject to revision – that these movements convey. Recently, a notable alteration has occurred. Mr. Thiel has divested entirely from Nvidia, a company long considered the very engine of the current artificial intelligence fervor, and redirected his resources towards two established titans of the technological realm.