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Revenue, like a river swollen by spring rains, has risen steadily, quarter after quarter, and the price of its shares has soared, mirroring this ascent. The cause? A simple offering, yet one perfectly timed to the anxieties and ambitions of our age: the promise of harnessing the vast, chaotic torrent of data, of transforming it into actionable knowledge. It is a seductive proposition, one that appeals to the inherent human desire to impose order upon the universe, even if that universe is merely the marketplace.

Sandisk, for those unfamiliar, isn’t some overnight sensation. They’ve been around since 1988, quietly making the little bits and bobs that store our digital lives – flash drives, memory cards, that sort of thing. But the real money, it turns out, isn’t in keeping Aunt Mildred’s holiday photos safe. It’s in NAND flash and solid-state drives. These are the things that power everything from smartphones to the massive data centers that underpin, well, everything else. It’s a surprisingly dull name for something so utterly essential, isn’t it? NAND flash. Sounds like a minor ailment.

AppLovin’s expansion has been fueled by its Axon 2.0 platform, a system for delivering advertisements. In the fourth quarter, revenue climbed to $1.66 billion, a figure that, in another era, would have been heralded as a triumph. However, raw numbers tell only part of the story. The company has also managed to improve its gross margin – reaching 88.9%, up from 84.7% a year prior – and reduce operating costs by 9%, including a 21% reduction in sales and marketing. This efficiency, while commendable, feels almost…calculated. A company growing at this rate should, logically, be increasing its investment in securing future gains, not tightening its belt.

And then, bam – a 24% weekly jump. Seriously? It’s enough to make you question everything you thought you knew about risk tolerance, and maybe take up competitive birdwatching instead. Volatility is definitely the name of the game here, and frankly, it’s exhausting. It’s like the crypto world is actively trying to give me gray hairs.

But there’s one corner of this newfangled world where it might just have some genuine merit – the concocting of medicines. And if you’re looking for a company betting big on this notion, you might do well to keep an eye on Eli Lilly. They’re not just dabbling, mind you; they’re practically building a whole new laboratory, powered by lightning in a bottle – or, as they call it, “AI.” And they’ve got a bit of help from a fellow named Nvidia, purveyors of the shiny bits that make it all hum.

The valuation, a mere ten times sales, is… intriguing. A restraint, almost. One expects extravagance in this age of boundless optimism, yet here is a company seemingly grounded, though building castles in the cloud. The growth, naturally, is touted as “outstanding.” But what, truly, is outstanding? Merely a numerical increase, a fleeting moment of ascendancy in the ceaseless churn of commerce. Still, the fuel appears sufficient, the momentum… unsettling. One cannot dismiss the potential for a considerable surge, a temporary reprieve from the existential dread that haunts all investment.

Indeed, LEO has quietly ascended to the thirteenth position amongst its peers in the rankings of market capitalization. A circumstance not to be dismissed lightly. Reports indicate a pleasing increase in exchange usage, coupled with a healthy revenue stream and a judicious policy of token buybacks. These developments, one might venture, appear calculated to attract the attention of those who favour a prudent and forward-looking investment.

This isn’t some whimsical side bet, either. It represents 4.18% of the fund’s U.S. equity holdings as of December 31st, 2025. Which, when you consider the sheer volume of investments Harvard juggles, is a rather significant statement. As of the filing, their top holdings looked like this: IBIT ($265.81 million), Google ($252.87 million), Gold ($248.27 million), Microsoft ($236.82 million), and Booking Holdings ($180.25 million). So, nestled amongst the titans of industry, there’s a healthy chunk of digital ether. It’s like inviting a particularly eccentric guest to a very formal dinner party.

The numbers themselves weren’t dreadful, mind you. Revenue popped up by a respectable 10% – a goodly sum, even for a company the size of a small country. Skyrizi and Rinvoq, those two clever little immunology medicines, are doing the heavy lifting, pulling the company forward with surprising vigor. But there’s a shadow lurking, a bit of a nasty surprise for those who haven’t been paying attention.