Axcelis: A New Wave in Chip Growth?

The fund now holds 1,610,332 shares, valued at $157.23 million, making Axcelis its largest holding at 5.1% of AUM.

The fund now holds 1,610,332 shares, valued at $157.23 million, making Axcelis its largest holding at 5.1% of AUM.

According to the 14th of October’s SEC filing-a document as eagerly anticipated in certain circles as the latest Agatha Christie-this reduction saw the firm’s holdings shrink to 21,861 shares, valued at $9.78 million. Picture, if you will, a gentleman reluctantly surrendering his last truffle at a dinner party: the sale represented 30% of their previous position, though one suspects the fund’s appetite remains intact. [em]The stock, you see, had been in something of a sulk[/em], down 10.6% year-on-year, sulking like a debutante excluded from the season’s premier ball.

An SEC filing from October 14, 2025, notes the reduction of AHB’s stake in the retail giant. The shares, sold at an average quarterly price, left a placeholder in the firm’s capital allocation-a gesture as quiet as a shuffled deck of cards after a long night’s game.

The filing reveals that Investment Planning Advisors, Inc. didn’t just dip their toes in the QQQM pool-they cannonballed. With 72,104 shares acquired at an average quarterly price of $247.00, the trade now accounts for 5.6% of their 13F reportable AUM. Imagine if your portfolio were a dinner party: QQQM would be the guest who arrives early, stays late, and steals the spotlight. Plot twist: They’re also the one who spills wine on the carpet.

According to the aforementioned filing, Palisades, in a gesture of prudence, liquidated its stake in Innodata during Q3 2025. The sum realized, though considerable, was calculated based on the average closing price for the quarter. Post-sale, the fund retained a modest holding of 7,708 shares, valued at $594,056 as of September 30, 2025-a far cry from its former prominence.
This deepening scarcity is practically begging for attention, and guess what? The data’s throwing up red flags. Large-scale investors are scooping up these precious coins, setting up a potential supply shock. It’s like a game of musical chairs, and no one wants to be the one left standing. 🎶💰
Ah, but whispers stir! On-chain omens and cryptic charts now murmur: the duel between buyers and sellers may soon climax! Shall we dance with the devil… or the angel? 🤔

Strategy (MSTR), the largest corporate holder of bitcoin, reported net income of $2.8 billion, or EPS of $8.42 for the third quarter of 2025. 🤡

Well, well, well, looks like Coinbase (COIN) has surprised everyone with a third-quarter performance so good, it’s got Wall Street doing a double-take. This wasn’t just some lucky break either; it was driven by a surge in trading activity, a comeback in asset prices, and-wait for it-growth in their subscription and services business. The U.S.-based exchange proudly reported a total revenue of $1.9 billion. That’s a sweet 58% jump from the $1.2 billion last year, and it beats the $1.8 billion that so-called “experts” had predicted.
📅 On Oct. 30, the Bitcoin DeFi maestro, Lombard Finance, dropped a bombshell: they’ve nabbed the core infrastructure of BTC.b, the Avalanche network’s Bitcoin crown jewel. 🎖️