usdaed

The rise of the “new energy vehicle” – the electric car and its hybrid kin – has been remarkable. By the first half of 2025, these vehicles comprised over half of all new car sales in China. A revolution, some proclaimed. A bubble, others muttered. The truth, as always, is likely a tortured compromise between the two. It naturally followed, then, that companies like Nio, purveyors of these futuristic machines, would be ripe for investment. A tempting proposition, to pluck a share for less than five dollars. But the market, my friends, is rarely so… straightforward.

Transaction value derived from the SEC Form 4 filing, which, incidentally, is a document filled with numbers. Numbers are, of course, the universe’s attempt at humor.

The price they fetched, mind you, was around $26.75 a share, according to the official paperwork. Seems a fair price, though a body could argue about that ’til the cows come home.

The outlook, as far as one can tell, is exceedingly bright. They anticipate continued brisk growth for years to come, positioning them rather splendidly to generate powerful total returns for investors. A truly fortunate state of affairs, wouldn’t you agree?

And the market just ate this up. The stock barely blinked. Which is… infuriating. It’s like, you can’t even get a little volatility out of a sizable insider sale? What is happening with market efficiency? It’s all algorithms and high-frequency trading. No one’s actually thinking anymore. Just reacting. And they’re rewarding this… this blatant display of fiscal clumsiness.

So, they’re making TV shows, movies… all that expensive stuff. Billions, folks! Eighteen billion smackers last year just for content. That’s enough to buy a small country, or at least a really nice golf course. But now, they’re dabbling in… podcasts? It’s like the Roman Empire deciding to open a bakery. Unexpected, but potentially brilliant. They’re snagging podcasts from Spotify, iHeartMedia, even Barstool Sports. Barstool! The things I’ve seen… It’s a long list, and it’s cheaper than hiring another A-list actor who demands a private jet filled with avocado toast.

Alphabet, formerly known as Google (a name which, incidentally, sounds remarkably like a sneeze), has managed to re-emerge as a frontrunner in the AI arena. They stumbled a bit initially, briefly overshadowed by the flashier newcomers, but have since unleashed Gemini, a generative AI model that, while not quite capable of writing a decent novel (yet), is certainly competent at generating remarkably plausible nonsense. However, the real advantage Alphabet possesses isn’t just the technology itself, but the sheer volume of data they’ve quietly accumulated. (Think of it as a digital hoard, meticulously cataloged and waiting to be unleashed upon an unsuspecting world.) With your (voluntary, of course, and subject to a 78-page user agreement) permission, Gemini can access your photos, YouTube history, emails, and everything else you’ve ever entrusted to the internet. This allows for a level of personalization that others can only dream of. (It also raises some interesting philosophical questions about the nature of privacy, but let’s not get bogged down in existential dread; there’s money to be made.)

The brilliance of Costco, and it is brilliant, lies in its membership fees. It’s a subscription service for…everything. People willingly hand over money just for the privilege of shopping there. And they keep renewing. At a rate of 92.2% in the US and Canada, and 89.7% worldwide! That’s a loyalty level most companies only dream of. It’s a bit like a really good book club, except instead of discussing literature, you’re discussing the merits of various bulk cheeses. In the first quarter of their 2026 fiscal year, sales were up 8.2%, and earnings per share jumped to $4.50. Not bad for a place that seems perpetually crowded.

How does this event compare to Mr. Cohen’s previous dealings? It is a larger gesture than those typically observed, exceeding his usual activity – a median sale of 15,220 shares since September 2024. The context, however, is crucial; the exercise of options lends a particular character to this transaction, a necessary adjustment of accounts rather than a decisive shift in allegiance.