The filing, dated February 17, 2026, confirms the purchase. TTM Technologies, it appears, has enjoyed a year of exceptional, almost indecent, prosperity. The share price has, rather improbably, tripled. A 250% gain in twelve months is, shall we say, unusual. One suspects a degree of speculative fervour is at play, a condition rarely conducive to long-term investment.
According to a filing with the U.S. Securities and Exchange Commission – a document so densely worded it could likely be used as a structural component in a small building – Metavasi Capital offloaded its 37,000 shares in Wix.com. This resulted in a paper loss of $6.57 million. Which, while regrettable, is considerably less than the estimated cost of replacing all the lost socks in the known universe. (A figure we’re still calculating, naturally.)
One observes, with a degree of quiet anticipation, the trajectory of Amazon. It seems, to this observer, that the company is poised to join this select group. Artificial intelligence, that restless spirit of our age, is indeed fueling growth within Amazon Web Services, its cloud division. And the e-commerce business, once characterized by a relentless pursuit of volume, is exhibiting a welcome increase in profitability, a testament to the efficiencies now woven into its logistical network.
The company released its fourth-quarter and full-year 2025 financials prior to the market’s opening. Revenue registered an increase of forty-six percent year over year, reaching just under $112 million. However, a closer inspection reveals the scaffolding upon which this figure rests. Nearly $22.9 million originates from the sales of Furoscix, an edema treatment acquired through the assimilation of scPharmaceuticals in October of the same year. This acquisition, while presented as expansion, feels more akin to a patching of vulnerabilities, a temporary bolstering of a potentially weakening edifice.
Indeed, the tremors have begun. Concerns, like small stones dropped into a still pond, ripple through the valuations. Talk of slowed spending, of unforeseen consequences…it’s a familiar tune. The spring thaw, so eagerly anticipated, can just as easily give way to an unexpected frost. Yet, the larger players – Taiwan Semiconductor Manufacturing, Advanced Micro Devices – report a persistent demand. The machine continues to churn, though the rhythm feels…different. A dissonance, perhaps. The illusion of effortless ascent is fracturing.
They started out lookin’ mighty fine, climbin’ a bit after hours. But then, like a prize mule takin’ a notion, it turned right about and headed south when the openin’ bell rang. A curious thing, indeed. Folks were expectin’ a grand parade, and got a dust storm instead. They beat expectations, mind you, on every count, and promised even grander things to come. Still, the market’s got a mind of its own, and it ain’t always reasonable.
They call it artificial intelligence, but it is merely a reflection of our own insatiable appetite for memory. Each algorithm, each neural network, demands a repository, a place to store the echoes of experience. The demand for storage, as Mosley knew, was not simply growing; it was becoming a geological force, reshaping the landscape of data centers. Seagate, a company that had spent decades perfecting the art of magnetic inscription, found itself unexpectedly at the epicenter of this new epoch. They were not the flashiest, not the most celebrated, yet their drives, spinning with the relentless rhythm of the earth, were the silent engines of this digital revolution.
The sale, recorded on February 17th, 2026, is a simple arithmetic. A subtraction, really. Yet, within that subtraction lies a story. Silver Point, it seems, has decided that the particular arc of Telephone and Data Systems no longer aligns with its own. A fund, after all, is not a collector of curiosities, but a pragmatist, seeking returns. And returns, like the seasons, are fickle things.
The source of this mild disquiet? Nvidia (NVDA 5.55%), naturally. The company reported earnings that, by conventional standards, would be considered a triumph. But in this age of breathless expectations, merely exceeding forecasts is akin to a magician producing a rabbit when everyone demanded an elephant. The shares slumped, a reminder that the market rewards not just success, but the promise of ever-increasing success. Other tech titans – Alphabet (GOOG 1.88%), Amazon (AMZN 1.31%), and Apple (AAPL 0.48%) – felt the chill, proving that even giants cast shadows. It’s a curious phenomenon: a good report is celebrated, a great report is…analyzed to death.
