They promised the moon – ten Midnight eVTOLs in 2024, 250 in 2025. Instead? Two. Just two. It’s like ordering a full English breakfast and getting a single, slightly sad, mushroom. Disappointing, isn’t it? But here’s the thing: I’m not entirely put off. Because sometimes, the most spectacular returns come from the things everyone else is avoiding. It’s a personal philosophy, don’t judge.
The transaction value is derived from the SEC Form 4, reflecting a weighted average price of $129.18 per share.
It’s over $100 a barrel again, which feels… familiar. Like running into an ex you knew was bad news. It dipped, thankfully, back to around $86 on Tuesday, but the underlying anxiety remains. It’s just… looming. Another potential conflict, another potential price hike. Honestly, it’s exhausting. A year ago, it was under $70. Progress? I’m not sure. It feels more like a cyclical descent into mild panic.
Alphabet, they call it. A grand name for a company that now spends fortunes chasing the ghost of future profits. The share price dips – nearly fourteen percent from its peak – and the chatter begins. Revenue fell short? A temporary setback. The real story is the colossal expenditure – one hundred and seventy-five to one hundred and eighty-five billion dollars by 2026 – poured into the insatiable maw of artificial intelligence. A kingdom built on algorithms, demanding ever more tribute. Last year they hauled in four hundred billion, kept one hundred and thirty-two for themselves. A tidy sum, yes, but enough to feed this new beast?
Seems Numerai GP decided Skyworks was worth a bit more of their attention. They increased their stake in the company during the last quarter of 2025, addin’ those shares I mentioned. That $9.18 million is based on the average price over those three months, mind you, so it’s not like they got a bargain basement deal. The value of their whole position, includin’ the new shares and the stock movin’ about, went up by $8.24 million. A tidy sum, wouldn’t you say?
The filing from February 17, 2026, confirms it. Numerai is all in on OLED, bringing their total position to 75,391 shares, valued at around $8.80 million. The net change? A cool $8.21 million, factoring in both the share increase and the market’s…enthusiasm. Or lack thereof. It’s a bit like throwing good money after bad, isn’t it? But hey, maybe they know something I don’t. Which, given my track record, isn’t saying much.
The details, as they always are, are…detailed. He still holds 34,659 shares, which equates to roughly $2.9 million. It’s a sum that feels both terrifying and strangely aspirational. I mean, I’m pretty sure my entire life savings wouldn’t cover the landscaping on the house that kind of money could buy. He also gifted 234 shares. To whom, I wonder? A particularly generous mail carrier? A niece who finally agreed to stop borrowing his sweaters? The possibilities are endless, and frankly, more interesting than the actual transaction.
Eli Lilly, that consistently irritatingly successful firm, appears poised to rather upstage them. They’ve been tinkering with a little something called orforglipron, and the preliminary results are, shall we say, diverting. A submission to the regulatory authorities has been made, and one anticipates approval during the second quarter. They’ve even stocked up on approximately $1.5 billion worth of the stuff. A touch excessive, perhaps, but one admires the preparation.
United Parcel Service operates within the capital-intensive logistics sector, an industry characterized by evolving dynamics. Management has initiated a series of structural adjustments aimed at streamlining operations and prioritizing segments with superior returns. This necessitates ongoing investment in technological infrastructure alongside rationalization of personnel and divestiture of non-core assets – a process inevitably burdened by significant upfront costs.
As of the aforementioned reporting date, Beryl Capital’s top five holdings, by allocated capital, were as follows: