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This acquisition, you see, swells Schlumberger’s position to a rather respectable 1.5% of the fund’s 13F AUM as of September 30, 2025. A figure that, while not quite the grand slam of portfolio management, is certainly enough to warrant a raised eyebrow from the more fastidious members of the investment community. One might imagine the fund’s analysts engaged in a spirited debate over whether this constitutes a “bold move” or merely a “slightly plucky wager.”

This isn’t just a content deal-it’s a masterclass in corporate alchemy. Imagine if your least favorite coworker suddenly started collaborating with your biggest rival to solve a problem you didn’t even know existed. That’s the vibe here. Podcasts, once audio-only relics of the 2000s, are now being repackaged as “video content” with the subtlety of glitter on a PowerPoint slide. And somehow, both companies are calling it a win.

The cosmos of commodities, ever a mirror to human folly, reflects this descent. Silver, once a beacon, now wavers like a shadow cast by a flickering lamp. First Majestic, whose revenues are woven 55% from silver’s thread, stands at the crossroads of a paradox: the price of its lifeblood falls, yet its cash flow, a tome of resilience, records $225 million in the first half of 2025.

In a parchment filed with the Securities and Exchange Commission-a modern-day court of royal assent-Shaker revealed its complete liquidation of Progressive shares during the third quarter. This transaction, valued at $2.62 million (a sum calculated by averaging the quarter’s capricious prices), left the fund with naught but memories of its former 1.07% allocation. Verily, the insurer hath vanished from their ledger, as if struck by Prospero’s wand.

Trillions are summoned to crystallize in silicon and algorithm, yet who among us can divine the Minotaur lurking at the maze’s heart? Let us examine three Ariadne threads-Nvidia (NVDA), Taiwan Semiconductor Manufacturing (TSM), and Alphabet (GOOGL)-whose legends intertwine with the Oracle of Growth.

Let us pause, dear reader, to consider this peculiar bloom in the financial greenhouse.

Intel, like a weary farmer tending to overgrown fields, has begun to reclaim its land. The CEO, a shrewd hand at the plow, has slashed costs and refocused efforts on the most fertile grounds. Deals with Softbank and Nvidia, like seeds scattered in fertile soil, have begun to sprout. Yet the harvest is not yet ripe; the soil must be tilled further, the storms of competition weathered. Still, the signs are there-the first green shoots of a possible comeback.

Let’s talk numbers. Dutch Bros has 1,000 stores. Starbucks? 17,000 in the U.S. alone. It’s like comparing a neighborhood bodega to a coffee empire. But here’s the rub: Management just said they want 7,000 stores. By 2029. Four years. Doubling their footprint. It’s not aggressive-it’s reckless. Like someone who insists on parallel parking in a hurricane. But in business, that kind of “recklessness” is a masterstroke if you can pull it off.