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Values are derived from the SEC Form 4 weighted average purchase price of $27.91 and reflect the market close on February 2, 2026, at $27.44.

Ten thousand dollars. A sum easily dismissed, easily squandered on fleeting pleasures. But what if it were offered not to indulgence, but to a peculiar kind of hope? A hope vested in molecules, in clinical trials, in the alleviation of suffering? A healthy tolerance for risk is, of course, paramount. For to invest is to acknowledge the inherent absurdity of attempting to predict the future, a future ruled by the whims of regulators, the vagaries of science, and the inscrutable heart of the market.

The numbers, stark and unyielding, reveal a diminution of holdings, a shedding of skin. A value of $57,000 exchanged, a sum that could represent a comfortable life for some, a fleeting indulgence for others. The remaining 9,370 shares, a fragile fortress against the uncertainties of the market, represent approximately 0.01% of the outstanding stock. A paltry sum in the grand scheme, yet a significant portion of a man’s worldly possessions, entrusted to the capricious whims of fortune. The reported price of $52.05 at the time of the sale, a momentary snapshot in the relentless flow of time, contrasts with the $50.25 market close on February 10, 2026, a subtle dissonance that speaks volumes about the inherent instability of all things.

Naturally, a confluence of favorable circumstances would be required for such a spectacle to unfold. But let us not dismiss the possibility entirely. This Bitcoin, it appears, possesses a certain capacity for soaring – or, perhaps more accurately, for inducing a frenzy amongst those who fancy themselves astute investors.

They’re fighting over Nvidia’s GPUs like vultures over a carcass. These aren’t just chips, see. They’re the goddamn keys to the kingdom. The benchmark. The holy grail of AI. Half of all that data center spending is going straight into these silicon beasts. It’s obscene. It’s beautiful. It’s utterly, terrifyingly predictable.

Anyway, I’ve been looking at the numbers, and Meta seems…cheap. Relatively, of course. Everything is relative when you’re staring into the abyss of the stock market.

Prior to this transaction, Meritage Homes constituted 6.7% of Dendur Capital’s assets under management. Post-trade, the position has been reduced to zero. This suggests a reassessment of the risk/reward profile associated with the homebuilding sector, or potentially, a strategic shift towards alternative investment opportunities. Current top holdings, as of the filing date, include:

Because even with a handful of coppers to start, one can begin building a portfolio that, if nurtured with patience and a healthy dose of skepticism, might just compound itself over the decades. It’s a slow process, mind you, like teaching a troll to appreciate poetry. But it’s far more reliable than hoping for a lucky strike in the Goblin Gold Exchange.

Last quarter’s earnings report hit like a poorly aimed fertilizer bomb. Nearly halved the share price. A $4.52 per-share loss. And they gave the president the boot. A clean sweep, they called it. More like a panicked scramble. The kind that leaves a bad taste in your mouth, and a lingering smell of trouble.

Apparently, Metavasi, a name that sounds suspiciously like a villain from a low-budget sci-fi film, dropped $11.8 million on 171,202 shares of TTM Technologies (TTMI +7.51%). $11.8 million. It’s a sum that feels both incredibly specific and utterly meaningless. Like knowing the exact number of paperclips in the supply closet. They’re now holding 4.81% of the fund’s $245.42 million in U.S. equities. Which means, if my calculations are correct (and they rarely are), that TTM Technologies is roughly equivalent to… well, a lot of paperclips.