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Investors, predictably, reacted with the subtle grace of a startled wombat. Despite the respectable sales figures, concerns arose regarding costs and, more significantly, the projected capital expenditure (capex) for the coming year. Amazon intends to spend approximately $200 billion. This isn’t just money; it’s a commitment to building out its artificial intelligence infrastructure and pursuing other, as yet vaguely defined, “growth bets.” (One suspects a significant portion will be devoted to figuring out how to deliver packages via trained pigeons, but that’s just a theory.)

According to a filing of the 17th of February, 2026 – dates, my dear reader, are so dreadfully pedestrian, but necessary – Apis has augmented its holdings in Turning Point by a not inconsiderable 106,948 shares. A mere $10.46 million, you say? A trifle, perhaps, for those who haven’t grasped the exquisite pleasure of a well-placed wager. The quarter’s conclusion finds their stake increased by $12.14 million, a testament to both their enthusiasm and the stock’s capricious dance.

Nvidia, they’re boastin’ a 73% jump in revenue, a truly impressive feat. Amazon, not to be outdone, managed a respectable 14% rise. But numbers, bless their hearts, can be deceivin’. It’s like a politician’s promise – sounds grand, but often leaves you holdin’ an empty bag. So, let’s poke around a bit, shall we, and see what’s truly under the hood.

They dropped $43.52 million on this spree, calculatin’ it by the price of things back in the last quarter of ’25. And wouldn’t you know, the value of that pile o’ paper grew by another $37.79 million. Seems the market, like a fickle woman, is smilin’ on these spectacles.

Steadfast Capital Management, a firm whose name suggests an unwavering gaze, has quietly relinquished its entire holding in Pool Corporation, a divestment amounting to some $156.40 million. It was a transaction conducted not with fanfare, but with the precise, almost mournful, efficiency of a cartographer redrawing a map after a long-forgotten coastline has surrendered to the sea. The fund, once a believer in the shimmer of chlorinated water and the promise of backyard oases, has withdrawn, leaving a void where optimism once resided. The shares, once constituting 2.7% of Steadfast’s holdings, now exist only as a memory in the ledgers, a ghost of potential profit.

Walmart, ah, Walmart! It flourishes, of course. A veritable hydra, sprouting new stores with the implacable force of habit. Its recent earnings, reported with the solemnity usually reserved for pronouncements of plague, were…adequate. A five-and-a-half percent increase, they say. As if a five-and-a-half percent increase in the acquisition of ceramic gnomes and discounted socks constitutes a triumph of the human spirit. And e-commerce, surging a full twenty-four percent! One imagines legions of digital clerks, toiling in the server farms, each transaction a tiny, insignificant step towards…what, precisely? A world overflowing with plastic trinkets?

By the close of play, the stock was up a jolly good 35%, a performance that sent ripples of mild astonishment through the financial district. Not a bad day at the office, eh?

The current fuss, naturally, revolves around this Artificial Intelligence business. Everyone is convinced that these new-fangled contraptions will render perfectly good design tools obsolete. As if professionals will simply abandon years of honed skill for a bit of algorithmic whimsy. The very idea! It’s a bit like suggesting one replace a perfectly good martini with fizzy water. Unthinkable.

D-Wave Quantum (QBTS +3.78%), a name that sounds suspiciously like a villain from a science fiction serial, has been doing rather well for itself, thank you very much. A staggering 2,690% rise over the last three years, as of this writing, is enough to make even the most seasoned investor raise an eyebrow. Naturally, the question arises: will D-Wave join the splitting party? A perfectly reasonable inquiry, though one requiring a bit more investigation than simply staring at the ticker tape.