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.
São Paulo’s darling, Nu, is packing its digital bags and heading north. Because, you know, 127 million customers in Brazil, Colombia, and Mexico just weren’t enough to satisfy its insatiable appetite for disruption.
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.
The prevailing narrative centered on a disconnect between valuation and genuine application. The assumption was simple enough: if the deployment of AI failed to keep pace with the escalating financial commitments, a correction – a rather unpleasant one – was all but guaranteed. Even Satya Nadella, a figure hardly given to alarmism, acknowledged the need for broader adoption beyond the confines of the technology sector itself.
Palantir, now they know how to put on a show. Started by supplying the spooks and the Pentagon – very James Bond, very sophisticated. Now they’re selling to everyone, even accountants! Can you imagine? They’ve gone from tracking terrorists to tracking… tax deductions. The stock price has, shall we say, exploded. It’s gone up so much, I’m half expecting Jeff Bezos to offer them a ride to space.
The acquisition of 85,742 additional shares elevates Bouvel’s stake to a rather significant 6.38% of their reportable U.S. equity portfolio. A substantial commitment, wouldn’t you agree? One does not simply dabble with such sums. It suggests a confidence in BOND’s potential, or perhaps a weariness with the vulgar displays of more speculative ventures.
Transaction value is based on the SEC Form 4 weighted average purchase price of $35.92.