The figures, as they say, speak for themselves. Though, one suspects, they’re not saying anything terribly exciting. Based on the SEC Form 4’s weighted average price of $18.59, and a market close on February 2nd, 2026. Details, details.
The market, fickle as a winter wind, has cast Ferrari down 28% from its peak. Some see weakness. I see opportunity. For even in decline, this beast has clawed its way to a 952% gain over the last decade. A decade! While others promise revolutions, Ferrari delivers consistent returns – not to the worker, of course, but to those who already possess the means.
Two companies, CrowdStrike and SentinelOne, have emerged from this scrutiny with a semblance of grace. One might say they’ve managed to avoid the pitfalls of mediocrity, though, naturally, success in this arena is fleeting, and often more a matter of perception than genuine innovation. Let us, with a touch of cynical amusement, examine their fortunes.
It’s not sexy. It won’t get you invited to exclusive investor conferences. But in a world obsessed with disruption, sometimes the most radical thing you can do is… consistently make money. It’s like wearing sensible shoes to a rave. Unexpected, but effective.
The decision wasn’t his alone, they say. His investment team, those young wolves sniffing out the next kill, likely nudged him toward it. Still, a vote of confidence it is. A begrudging nod to the power that now dictates so much of our lives, quietly shaping the fates of millions.
There was a time, of course, when the charts flared with a reckless exuberance. February 2021 saw it briefly touch $65, then, caught in the whirlwind of the tech boom, it soared past $320 in October of the same year. A rather dizzying climb for a company still finding its footing. The subsequent descent, hastened by the banking anxieties of early 2023 – a mere $12 a share – and a subsequent, partial recovery to $85, only to slip again to its current level, feels less like volatility and more like a weary resignation. The past year has seen a 65% decline; year-to-date, a 33% subtraction. Numbers, of course, tell a story, but they rarely capture the full measure of disappointment.
Transaction value is based on the SEC Form 4 reported price of $120.68. Post-transaction value reflects the market close price on February 10, 2026, as reported in the SEC filing.
Solana (SOL 0.39%), you see, is the native cryptocurrency of a network launched in 2020, with the rather ambitious aim of being a faster, cheaper, and generally more capable version of Ethereum (ETH +0.04%). Developers, apparently, are flocking to it to construct these ‘decentralized applications’ – mostly, one suspects, for gaming and financial speculation. The very notion.
Several parties have presented themselves, each with varying degrees of preparedness and, one suspects, a differing understanding of the costs involved. Orbital Reef, a venture backed by the considerable resources of Blue Origin and Amazon, appears to be operating on a scale befitting their founders, though a touch of uncertainty hangs about their timeline. Starlab, an even more extensive alliance, boasts a multitude of partners, both American and international, a circumstance which, while lending a degree of stability, may also prove cumbersome in the execution of their plans.
But hark! The year 2026 has brought a change of scenery. A distinct murmur of discontent has rippled through the audience, and a rotation, a shifting of favor, has begun. Investors, weary of the predictable performance of the usual suspects, now cast their gaze upon the small caps, seeking value and, dare I say, a touch of excitement. For too long, portfolios have been weighted toward artificial intelligence and the so-called “Magnificent Seven,” a concentration of risk that any sensible player would deem… imprudent. Diversification, it seems, is not merely a word for the textbooks, but a principle for the preservation of capital.