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The Supreme Court decided some tariffs were illegal. So, naturally, the companies that benefit from cheap imports had a good day. Wayfair (W +2.34%), Amazon (AMZN +2.59%), eBay (EBAY +3.92%), and Etsy (ETSY +8.58%) all went up. Etsy particularly, a whole 8.58%. They beat expectations. As if expectations mean anything. Alphabet (GOOGL +4.00%) jumped, and Micron Technology (MU +2.36%) got a little boost because of something about AI and memory. It’s all very complicated. Or not.

Turns out, it wasn’t just some algorithm gone wild. They actually had a pretty solid quarter. I mean, solid. As in, revenue up 5% to $644 million. Not earth-shattering, but in this market? I’ll take it. It’s the little wins, isn’t it?

CoreWeave’s volatility since its initial public offering is not accidental. The company’s promise – to provide the computational power necessary for the AI ‘build-out’ – is enticing. But promises are cheap. The practicalities of securing funding and, crucially, the permits required for constructing vast data centers, are proving more difficult. It is a pattern as old as capitalism itself: ambition outpacing concrete resources.

The volume of shares traded—46 million—exceeded the recent average by a considerable margin, a clear indication that unease had taken hold. CoreWeave, a newcomer to the public markets, having emerged in 2025, has enjoyed a substantial increase in value, a 123% rise since its initial offering. But one wonders if this growth is built upon solid foundations, or merely upon the shifting sands of speculation. Such rapid ascent rarely portends lasting prosperity.

Net sales for the quarter clocked in just over $127 million. A slight contraction – 3% – year on year. The numbers, however, are a trick of the light. Analysts anticipated less – $117 million and change – but expectation is a fragile thing, easily manipulated. It’s the difference between a crust of bread and the promise of a feast.

Quantum computers, you see, promise to perform calculations with a speed that would leave even the most diligent abacus operator breathless. Yet, these marvels are temperamental beasts, demanding vast resources, and prone to errors that would vex the most patient of mathematicians. It is a most peculiar paradox: speed achieved through complexity, and accuracy sacrificed to the whims of probability.

A closer look, though, might reveal something beyond the immediate downturn. A chance, perhaps, to take a small position, to watch the currents shift.

The trading volume reached a rather bustling 51.9 million shares, a figure some 38% above the three-month average. A veritable stampede, one might say! And considering they first graced the public stage back in 2004, growing by a staggering 12449% since then, one feels reasonably confident in predicting they won’t be requesting assistance from the poorhouse any time soon.

Palantir, named for the seeing stones of Tolkien’s lore, has long been a purveyor of analytical engines to those who govern. Its origins, it is said – though the records are fragmented and prone to apocryphal embellishment – lie in the very tracking of shadows, the pursuit of elusive figures across continents. More recently, it has unveiled its Artificial Intelligence Platform, or AIP – a system capable, in theory, of divining patterns from the chaos of data. The reports suggest a revenue surge, a growth of seventy percent in the last quarter, reaching $1.4 billion. The scale is…remarkable. One hundred and eighty transactions exceeding a million dollars each – a cascade of agreements, almost two per day. Eighty-four valued at five million, sixty-one at ten. The numbers themselves begin to resemble a recursive function, endlessly compounding.

XRP, unlike so many fleeting digital blossoms, had endured. Born in 2013, an age in this accelerated landscape, it possessed a certain weight, a resilience born of time. The ascent from fifty cents to two dollars was not the frantic scramble for a novelty, but a slow, deliberate climb, fueled by currents deeper than mere hype. It was a whisper of something…substantial.