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The arrival of the COVID-19 pandemic was, let’s be honest, a bit of a shock to everyone. A global event of that magnitude tends to disrupt things. (Like, for example, the carefully calibrated supply chains for artisanal toast.) Moderna, with its aforementioned microscopic robot technology, managed to produce a vaccine in record time. The result? A revenue jump from roughly $60 million to over $19 billion in 2023. This is, statistically speaking, a rather large number. It’s the kind of number that makes accountants slightly dizzy and venture capitalists exceptionally cheerful.

The idea is to invest in the companies that dig the stuff up. Not literally, of course. Though I did briefly consider a career in artisanal mining. It felt…grounding. But then I remembered I have a crippling fear of dirt. So, ETFs it is. The Sprott Gold Miners ETF (SGDM) and the Global X Silver Miners ETF (SIL). It’s like choosing between slightly different shades of…well, precious metal.

Eighty-five bucks on day one. One hundred and fifteen, closing. A brief moment of optimism, quickly crushed. It’s just… predictable. It’s like ordering a pastrami on rye and expecting a lobster. You’re setting yourself up.

CoreWeave, in essence, constructs and maintains the very cathedrals of the new digital age – data centers dedicated to the insatiable hunger of artificial intelligence. One might term them, with a certain grim irony, ‘armament foundries’ for the algorithmic wars. Hyperscalers, those behemoths of the cloud, find expediency in procuring GPU compute from CoreWeave, accelerating their expansion with a purchased velocity. It is a transaction devoid of the slow, organic growth that once defined enduring enterprise.

They launched around $38 a share, and if you were clever enough to snag ten, well, congratulations. You’re basically a financial genius. Or lucky. Let’s be honest, it’s usually luck. But 2025? That was the year things got… interesting. They started roughly where they began, a bit like my dating life, and then boom. Up 205% by year-end. Honestly, I was starting to feel inadequate. It peaked in October at $152. A ridiculous 310% gain. It was almost… suspicious. Almost.

SpaceX, of late, has been much in the news. Mr. Musk, a figure of undeniable energy and questionable judgment, recently announced a merger between his space venture and xAI, his artificial intelligence project. The intention, it appears, is to establish data centres in the heavens. One pictures celestial servers humming away, processing the mundane anxieties of terrestrial users. The sheer extravagance of it all is rather breathtaking.

The aforementioned American Capital, clearly not averse to a flutter, increased its Varonis holdings during the fourth quarter of last year. The transaction, valued at around $5.76 million, represents a modest, though not insignificant, addition to their portfolio. The value, alas, has since experienced a bit of a dip – a rather depressing $29.34 million fall, attributable to both the increased share count and, shall we say, a less-than-stellar performance in the market. One hates to see it, naturally, but these things happen.

Down sixteen percent in a year. Seventy-four percent over three. Ninety-seven percent over five. Those aren’t declines; they’re disappearances. The question isn’t whether Tilray struggled, but whether it’s time to cut your losses before there’s nothing left to salvage.

The filing with the Securities and Exchange Commission, dated the aforementioned February 5th, reveals that IMG Wealth reduced its stake in FTCS by approximately $4.5 million during the fourth quarter. A sum, let us not forget, that represents more than a few lifetimes, or at least a comfortable winter in St. Petersburg. The firm concluded the quarter holding a disclosed stake of $2.3 million in FTCS—a mere 1.5% of its reported assets. One suspects the remaining 98.5% is far more interesting.

However, it’s not merely a matter of silicon, you see. One requires a network, a sort of digital thoroughfare, to convey all this information. A surprisingly overlooked detail, really. And a company called Arista Networks (ANET 3.37%) has, rather quietly, established itself as a leader in the field. Its shares have been behaving with a regrettable lack of enthusiasm for the last six months, trading sideways. A most opportune moment, wouldn’t you agree? One can acquire shares for less than $150. A positively charming price.