In a move that screams “third time’s the charm,” Nexo has announced its triumphant return to the U.S. market in 2026. After a dramatic exit in 2022-think diva leaving a stage mid-performance-the company is back, this time with a promise to play by the rules. Or at least, to pay enough money to make the rules look the other way.
For years, it zoomed ahead of the market, leaving the poor old S&P 500 choking on its dust. Nearly 20% a year, can you believe it? Compared to the S&P’s measly 10%. He’d scoop up companies, tuck them away, and let them burble along, spitting out cash like a contented dragon. That cash, a whopping $320 billion of it (enough to pave a rather long road, I should think), now makes up a hefty 30% of the whole shebang.
But then I started looking at… well, the bits that aren’t the glamorous GPUs. The stuff that actually holds all the data. The storage. And that’s where Sandisk comes in. It’s not exactly sexy, is it? Like comparing a supermodel to a sensible pair of shoes. But sensible shoes are often more useful. And, dare I say, potentially more lucrative.
One might ask, is this merely a rational economic calculation? Or is there something more… primal at play? A desperate attempt to impose order upon the chaos of innovation? To build a digital fortress against the uncertainties of the future? I submit to you that it is both, and neither. It is the very essence of human striving, writ large upon the silicon canvas of the 21st century. And within this grand drama, three companies stand as particularly compelling figures: Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing. They are not merely benefiting from this surge; they are the surge, the very conduits through which this digital current flows.
SLVP, they’re chasing the silver dragon, global miners, the whole chaotic shebang. SGDM? They’re fixated on U.S. and Canadian gold diggers. A focused obsession, if you will. This isn’t about rational investment; it’s about primal urges and the fear of everything collapsing. Let’s break down this madness, shall we? Because frankly, I need a drink.
The Foundation now holds nearly 4% of Shift4. A substantial stake, built on what appears to be a belief that the market has undervalued this particular piece of the payment processing puzzle. They are not betting on innovation, not precisely. They’re betting on the continued, relentless demand for the simple act of exchange – the endless flow of money that keeps the world turning.
The thing about the standard S&P 500 is that it’s a market-capitalization-weighted index. Which is a fancy way of saying the biggest companies have the biggest influence. And, frankly, that’s led to a situation where a relatively small number of firms—the so-called Magnificent Seven—have been disproportionately driving returns. It’s a bit like building a house on stilts – impressive for a while, but potentially precarious if the ground shifts. Now, I’m not suggesting a collapse is imminent, but a little diversification never hurt anyone, and that’s where the idea of an equal-weighted index comes in.
Alta Fox, a fund with a nose for interesting investments, has decided Resideo is worth a closer look. They’ve plunked down this sizable sum, causing a bit of a stir in the market. It’s like tossing a pebble into a very still pond – ripples are bound to form. The shares, naturally, have been doing a little jig – up 66.68% over the past year, which is quite a leap, even for a kangaroo.
On‑chain whispering tells us that these leviathans do not yet dare to cast their nets elsewhere; the tide is not yet deep enough to compel them to abandon ship. In fact, the downturn seems less like a storm than an invitation to return, a silver lining that these sluggish minnows often miss.
The filings, those pale chronicles of capital’s wanderings, reveal a stake now reaching 15.49% of Alta Fox’s managed funds as of December’s close. A significant weighting, certainly. The total holding, some $72.00 million, speaks not of casual interest, but of conviction. The fourth quarter saw both further investment and, pleasingly, a natural appreciation in value. It is as if the fund sees in XPEL a resilience mirroring its own, a quiet strength against the inevitable storms.