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And yet, there’s an odd glimmer of hope if you look hard enough. Invitation Homes (INVH)-an unsexy, sleep-inducing name in the realm of Real Estate Investment Trusts (REITs)-has taken a hard hit. Over 16% down in the last year. And almost 20% off its peak. It’s enough to make you wonder if it’s some kind of cruel joke, but damn it, that yield has been pumped up to a juicy 4.1%. That’s the stuff that gets me moving. That, combined with its rock-solid growth trajectory, was the kind of poison I had to take-especially when I saw it sitting there like a cold beer at the end of a 14-hour flight.

Now, let me tell you, the pandemic was a wild card that turned the world on its head. In those feverish months, Etsy’s fortunes soared as in-person retail went to sleep, and online shopping became the new religion. Revenue took off like a rocket, and investors, ever the optimists, hailed it as the next big thing. But here’s the kicker: when the economy began to stir from its slumber, Etsy’s magic began to fade, and the market, ever fickle, turned its back on the once-beloved marketplace.

But let us not indulge in idle gossip. Cohen is a man of few interviews; his thoughts on the inner machinations of his firm slip away like fog in the morning sun. Much to the delight of everyday investors, his quarterly 13F filings provide a tantalizing glimpse into the mind of one of finance’s sharpest-but peculiar-wits.

This newly acquired position depicts a mere 1.19% of DRZ’s reportable U.S. equity assets, while the whispers of Wall Street resonate, amplifying inquiries about the foresight of such a commitment.

The pantheon of modern industry already boasts deities of data, their market caps bloated to celestial proportions. Yet two mortal contenders linger below the $500 billion threshold, their gazes fixed upon the trillion-dollar summit. Let us examine how this digital arms race might crown new emperors.

Blackwell was to be the first step in Nvidia’s newfound cadence: annual chip and platform updates. And true to form, Blackwell has driven Nvidia’s earnings upward like a storm chasing the horizon. The data center revenue from Blackwell surged 17% in the latest quarter. And Nvidia’s stock? It too has followed the wind’s course, climbing 40% in 2025 alone. But then the question naturally arises-where will Nvidia be in two years, 24 months after Blackwell’s thunderous debut?

The initial surprise at Wells Fargo’s 10% stock surge is understandable-a bit like finding a five-pound note in an old waistcoat pocket. But let us peer beneath the bonnet, shall we? The numbers, much like a well-tailored suit, fit rather splendidly across the board.

Consider the paradox: the same technology stocks that once seemed to defy gravity now loom like gilded gargoyles, their valuations swollen by the deluge of AI hype. The Nasdaq-100, that overfed peacock, has strutted itself into a state of terminal obesity, its tail feathers weighted down by the “Magnificent Seven”-a cabal of corporate titans who have turned the art of speculation into a self-fulfilling prophecy. Yet here lies the rub: the VTI, in its egalitarian hubris, scatters its affection across the entire stock market, including the anemic micro-cap stocks that resemble dandelion seeds caught in the downdraft of a jet engine. It is a curious strategy, this attempt to balance the scales between the titan and the terrier, the siren song of innovation and the dirge of value investing.