The Vanguard S&P 500 ETF, a name that possesses a certain austere beauty, has become the largest of its kind, holding some $1.5 trillion in assets. It absorbed $16.3 billion in January alone, as if drawn by an unseen current. Close behind, the SPDR S&P 500 Trust and the iShares Core S&P 500 ETF stand as silent companions, each a reservoir of collective ambition, holding roughly $701 and $754 billion respectively.
I’m talkin’ about SentinelOne and Sirius XM. Not the flashiest names, mind you, but sometimes the quiet ones are the ones that last. Let me tell you why I’m fixin’ to put a few coins their way.
Was it Significant?
The object of this largesse, naturally, is ‘artificial intelligence’. A phrase which, when uttered with sufficient gravity, seems to absolve all financial imprudence. Meta’s ‘Superintelligence Labs’—a name redolent of both ambition and potential disaster—will, we are assured, benefit. But it is Nvidia, that purveyor of silicon and exorbitant valuations, which stands to gain most handsomely.
The figures, as they say, speak for themselves. Though, one suspects, they’re not saying anything terribly exciting. Based on the SEC Form 4’s weighted average price of $18.59, and a market close on February 2nd, 2026. Details, details.
The market, fickle as a winter wind, has cast Ferrari down 28% from its peak. Some see weakness. I see opportunity. For even in decline, this beast has clawed its way to a 952% gain over the last decade. A decade! While others promise revolutions, Ferrari delivers consistent returns – not to the worker, of course, but to those who already possess the means.
Two companies, CrowdStrike and SentinelOne, have emerged from this scrutiny with a semblance of grace. One might say they’ve managed to avoid the pitfalls of mediocrity, though, naturally, success in this arena is fleeting, and often more a matter of perception than genuine innovation. Let us, with a touch of cynical amusement, examine their fortunes.
It’s not sexy. It won’t get you invited to exclusive investor conferences. But in a world obsessed with disruption, sometimes the most radical thing you can do is… consistently make money. It’s like wearing sensible shoes to a rave. Unexpected, but effective.
The decision wasn’t his alone, they say. His investment team, those young wolves sniffing out the next kill, likely nudged him toward it. Still, a vote of confidence it is. A begrudging nod to the power that now dictates so much of our lives, quietly shaping the fates of millions.
There was a time, of course, when the charts flared with a reckless exuberance. February 2021 saw it briefly touch $65, then, caught in the whirlwind of the tech boom, it soared past $320 in October of the same year. A rather dizzying climb for a company still finding its footing. The subsequent descent, hastened by the banking anxieties of early 2023 – a mere $12 a share – and a subsequent, partial recovery to $85, only to slip again to its current level, feels less like volatility and more like a weary resignation. The past year has seen a 65% decline; year-to-date, a 33% subtraction. Numbers, of course, tell a story, but they rarely capture the full measure of disappointment.