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The basic idea behind NuScale is rather ingenious. Instead of building colossal, multi-billion dollar power plants that take a decade or more to complete (and often run over budget, let’s be honest), they’re pre-fabricating small modules – each producing around 77 megawatts – that can be shipped to a site and assembled. Think Lego, but with a slightly higher potential for, shall we say, consequences if you get it wrong. This modular approach, they argue, drastically reduces construction time, cost overruns, and the overall risk. And, crucially, they’ve managed to get their design certified by the U.S. Nuclear Regulatory Commission – a feat that took roughly three and a half years. Getting the NRC’s stamp of approval isn’t like getting a driver’s license; it’s more akin to scaling Everest. It gives them a genuine first-mover advantage in a space that’s starting to see a lot of interest.

Robert Ohmes of Bank of America Securities, a gentleman whose forecasts are often treated with the same reverence as a goblin’s weather prediction, has adjusted his assessment of Grocery Outlet. He’s lowered the fair value to a mere $10.50 per share, down from a previous $13. A reduction, you see, akin to discovering your wizard’s staff is a slightly bent twig. He maintains a ‘neutral’ recommendation, which, in the language of financial analysts, roughly translates to “I haven’t decided yet, but I’m leaning towards avoiding eye contact.”

Here’s the deal: Capital One built its brand on extending credit to people other banks deemed… “high-potential customers.” (Translation: people with lower credit scores.) Smart when everyone’s spending like it’s 1999, less so when avocado toast is a luxury. Rising energy prices, geopolitical drama… it’s basically a financial escape room. And Capital One’s stock is currently trapped inside.

Devon Energy and Diamondback Energy both operate within the United States, and their production is, for the moment, unaffected by the external pressures. In the fourth quarter of 2025, Devon reported an average daily production of 850 MBoe, while Diamondback achieved 969 MBoe. The ability to sell this production at inflated prices, without a corresponding increase in costs, is, naturally, advantageous. It is a simple equation, though one often lost in the enthusiasm of the market.

Apple. The company that convinced an entire generation they needed to periodically replace perfectly functional rectangles. It remains Berkshire’s largest holding, despite Buffett’s recent (and rather uncharacteristic) selling spree. One suspects even Buffett felt a slight pang of existential dread staring into the abyss of endless product cycles. Abel’s comments suggest that particular phase may be over. And why wouldn’t it be? Apple’s lower capital intensity compared to its hyperscaler peers is, frankly, a relief. While others are busy building data centers the size of small countries (and consuming enough electricity to dim the eastern seaboard), Apple is still churning out free cash flow exceeding $100 billion. A truly remarkable feat of engineering, or possibly just clever marketing.)

The fund, a vessel navigating the treacherous waters of digital assets, had, in a single stroke, relinquished its entire position in the ETHA ETF – a sum estimated at $23.42 million, a figure that seemed both immense and vanishingly small in the grand calculus of global finance. 743,332 shares, once held as a promise of future yield, were released back into the swirling currents, leaving a subtle, almost imperceptible shift in the balance of power.

The SEC filings, as always, provide a comforting illusion of order. Lead Edge, it seems, increased its stake in Remitly during the fourth quarter of 2025. The purchase, valued at approximately $20.71 million, brought their total holdings to a respectable $56.03 million – a $13.08 million increase from the previous quarter. A tidy sum, even for those accustomed to counting fortunes. One wonders if they consulted a fortune teller, or simply a particularly astute analyst. My money’s on the analyst, naturally.

By the cessation of trading, Nebius’ stock had ascended by a margin exceeding sixteen percent. This, of course, does not signify prosperity, but merely a re-evaluation. An assessment, if you will, of potential… utility. The utility itself remains undefined.

The SEC paperwork landed on February 17th. Lead Edge trimmed their holdings, reducing their stake by those 74,947 shares. The fund’s overall position took a $3.87 million hit, a figure that includes both the sale and the usual market dance. They still held onto a piece, 7.51% of their reportable assets. A respectable chunk, but a chunk nonetheless lessened.