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The reduction, revealed in the sterile language of February 17th, 2026, signifies a diminishing faith, or at least, a reassessment of risk. The fund’s overall stake in Wix.com, once a substantial pillar of their holdings, has receded to 5.6% of their reportable assets. One is reminded of a gambler, cautiously withdrawing chips from a table where the odds appear increasingly unfavorable. Is this prudence, or the first tremor of a more profound disillusionment?

Current conditions, however, suggest a potential shift. Stabilization in long-term yields has resulted in the Vanguard Total Bond Market ETF (BND +0.21%) offering a yield of 4.2%, potentially re-establishing its role as a contributor to a diversified portfolio. This assessment, however, requires nuanced consideration.

Eighty-five million shares traded hands. A frenzy, fuelled by whispers and speculation. The same speculation that has lifted and dashed countless ventures before it. This company, born in 2015, has already shed 72% of its initial promise. A grim reminder that the market remembers little, and forgives less.

Palantir, you see, has been growing. And growing. And growing. Ten quarters in a row, mind you, its revenue has been leaping about like a frog on a hot griddle. From a modest 13% to a whopping 70% last quarter (Q4 2025). The secret sauce? Their Artificial Intelligence Platform, or AIP. They call it an AI operating system, which sounds terribly grand, but really it’s a clever machine for harnessing those Large Language Models – the ones that make computers sound like rather bossy librarians. It helps solve real-world business problems, you see. Makes everything terribly efficient.

Everyone’s chasing the next shiny object, the next AI miracle. Fine. Let them. I’m interested in something…stickier. Something that gets under the fingernails of the pharmaceutical giants and stays there. Veeva Systems, for those of you still lost in the digital haze, provides cloud-based services. Sounds boring, right? WRONG. It’s the infrastructure that keeps the whole damn operation from imploding. Think of it as the emergency room for drug development. They’re patching up the bleeding edges of regulatory compliance, data integrity, patient privacy… all the things that keep the FDA from sending the SWAT team.

Rubin, presently in the throes of production, promises shipment later this year. But is this the moment, the precise juncture, to acquire a stake in this particular empire? Or is the crown, so dazzlingly displayed, about to slip from Nvidia’s grasp? The question hangs, a delicate, shimmering thing, like a dewdrop on a spider’s web.

The predictable swings in price – upward and, more recently, downward – are well-documented. What is noteworthy is the scale of the recent correction. Over the weekend, a significant unwinding of leveraged positions occurred, signaling a shift in sentiment that should not be ignored by those observing the wider market.

The company, it appears, has a peculiar talent for consuming capital. A veritable black hole of investment. They speak now of ‘cost slashing’ and ‘profitability,’ words that ring hollow when one considers the history. It is as if a spendthrift, having emptied his coffers, suddenly announces a vow of austerity. One is inclined to raise a skeptical eyebrow. But let us proceed, for the tale, though disheartening, possesses a certain… morbid fascination.

Let us, then, dissect these digital oddities, these creations of code and conjecture, and determine which holds the slightly less precarious footing in this most peculiar of markets.