Tandem Diabetes: A Surprisingly Good Quarter

By the close of trading, Tandem’s stock was up over 32%. Which, in the grand scheme of things, is a decent showing. It’s enough to make one briefly consider a career in glucose monitoring, before remembering the inherent complexities of endocrinology.

Tuya: A Quiet Bargain (Probably)

Tuya, as near as I can tell, is the plumbing of the smart home. They don’t make the shiny objects; they make the stuff that lets the shiny objects talk to each other. It’s like being the stage crew at a really elaborate, slightly terrifying puppet show. They have this AI cloud platform that lets companies build connected devices without, you know, actually building the entire software infrastructure. It’s efficient, and it’s remarkably unglamorous. Which, again, is a plus.

NuScale: Small Reactors, Big Gambles?

Based in Portland, Oregon – a place known for its coffee and, increasingly, its attempts to solve the world’s energy problems – NuScale currently holds the singular honour (and, let’s be frank, the considerable pressure) of being the only U.S. nuclear firm with approval from the Nuclear Regulatory Commission (NRC) for these Small Modular Reactors, or SMRs. There’s a whole host of other startups – Oklo, Nano Nuclear Energy, and a few others operating on what can only be described as optimistic projections – but NuScale is the only one with a license to actually deploy the things on a commercial scale. It’s a bit like being the only blacksmith in a town that’s suddenly decided everyone needs swords. Good for business, potentially. But also a lot of responsibility.

XRP’s New AI Cashier: Robots Paying Robots Without Crying?

Imagine, if you will, a world where HTTP 402 is not a cruel joke but a sacred rite. A server whispers “Payment Required,” and the agent, like a dutiful serf, retries the request with proof of payment. Coinbase, that titan of crypto, envisions a realm where no API keys, no accounts, and no existential dread mar the dance of machine-to-machine commerce. Truly, the future is here-or at least, it’s here until the next update.

The Inevitable Drift

The current insistence on robust health feels… premature. The indicators, while not yet screaming, emit a persistent, low-frequency hum that suggests a fragility beneath the surface. The following observations, presented not as predictions, but as the cataloging of certain… tendencies, may prove instructive, or merely add to the general confusion. It is, after all, the nature of systems to resist simple categorization.

ExxonMobil & Passive Income: A Realistic Assessment

I’ve made a list, actually. A list of things I’m supposed to be doing with my money. 1. Pay off student loans. 2. Invest for the future. 3. Not buy another pair of boots I don’t need. ExxonMobil is, theoretically, item number two. It’s been paying dividends for 43 years, which is… reassuring. In this economy, longevity feels like a superpower.

Novo Nordisk: A Peculiar Case of Pills and Portents

Yet, amidst this minor catastrophe, a glimmer of…something. The introduction of an oral version of Wegovy, a drug designed to wrestle with the very essence of human gluttony. A pill, you see, instead of a needle. A small victory for those who harbor a deep, irrational fear of sharp objects, and a considerable convenience for travelers, who, as any seasoned observer of humanity knows, are prone to indulging in excesses of both scenery and pastry. And it is here that a curious tale unfolds, a tale whispered from the lips of none other than Eli Lilly.

SEC’s Crypto Party: Invites CFTC, Offers Snacks & Rules (But Not For Everyone!)

The U.S. Securities and Exchange Commission (SEC), otherwise known as “the folks who read fine print for fun,” sent Chairman Paul S. Atkins and Commissioner Hester M. Peirce to ETHDenver on Feb. 18. Their mission? To explain how they’ll turn crypto regulation into a tidy game of checkers. Spoiler: It involves a lot of red tape and zero actual checkerboards.

The Coal & The Echo

Potrero, it seems, has been whispering to the market, a reduction in their Ramaco stake, a gesture barely perceptible amidst the roar of the exchanges. The fund’s remaining position, once a robust pillar, has diminished to $9.52 million, a phantom weight in the portfolio. It’s a dance as old as the hills, this constant recalibration, this trimming of the sails to catch the prevailing winds. They’ve lessened their grip, allowing Ramaco to drift a little further from their core, a subtle acknowledgement that even the most carefully constructed narratives require pruning.

Alight’s Descent: A Study in Diminishing Returns

Alight’s fourth-quarter and full-year pronouncements were released unto the world on Thursday. The reception, shall we say, was not one of joyous acclaim. One imagines the analysts, those diligent scribes of the market, clutching their pearls, or perhaps simply adjusting their spectacles with a weary sigh. It is a curious thing, this obsession with quarterly pronouncements, as if the fate of nations hinged upon the decimal point.