And here it is, whispering in the background like a slightly embarrassing secret: the market is…optimistic. Perhaps excessively so. It’s all very well enjoying the free champagne, but someone needs to check the lifeboat drills.
They’ve bought 125,270 shares, which, if you’re not an accountant (and frankly, who is?), is a lot. It’s 1.89% of their US equity assets, which sounds…significant. It’s enough to make me feel vaguely inadequate about my own portfolio. Which consists primarily of a small stake in a coffee shop and a rapidly depreciating collection of vintage scarves.
The claim that Palantir’s system acts as an ‘AI operating system’ is particularly delightful in its audacity. It gathers data, yes, and connects it to ‘real-world assets’ – a phrase that sounds suspiciously like a euphemism for things someone, somewhere, is trying to control. This ‘orchestration,’ as they term it, is meant to reduce errors and make insights ‘actionable.’ One imagines those insights are primarily actionable for Palantir’s bottom line. The company’s current valuation, a hefty 42 times forward price-to-sales, suggests the market is remarkably susceptible to beautifully packaged illusions.
On a silver beam of on-chain data, CryptoQuant plays a game of hide-seek with COMP assets. Picture a market where the Netflow chart has taken a nose dive into the negative- a starship mooning out of Binance like a bored tourist dropping a mug of juicy numbers.
Now, this whale wasn’t always floundering in the shallows. Back in the halcyon days of 2018, when Bitcoin (BTC) was cheaper than a pint of dwarfish ale, our aquatic friend amassed a hoard of over 100,000 BTC. It sat on this treasure like a dragon on its gold for seven long years, a true hodler of the deep. At one point, this stash was worth a staggering $11.14 billion. But then, in a move that would make even the most seasoned sailor scratch their head, the whale decided to swap some of its Bitcoin for Ethereum in 2025. Why? Well, Ethereum was looking as promising as a double rainbow over the Ramtops, and our whale fancied a bit of diversity.
Things I’ve realised today: 1. The car industry is… mature. That’s a polite way of saying it’s not exactly brimming with explosive growth. In January 2026, they sold 15.4 million vehicles. Which is… the same number as in 1988. 1988! I was wearing leg warmers and believing everything on MTV. It doesn’t bode well. It’s like trying to squeeze extra life out of a tube of toothpaste. You can do it, but it’s a bit sad, really.
Regulatory filings indicate that Gator Capital established a stake in TFS Financial during the fourth quarter of the prior fiscal year. The transaction value, estimated at $6.29 million, aligns with the position’s reported value at quarter-end, suggesting relative price stability during the accumulation phase. This detail, while unremarkable in isolation, warrants acknowledgement.
I’ve been accumulating shares of Intuitive Surgical (ISRG +1.45%). Not because I want to think about medical expenses, but because it seems a reasonable place to put your money, given the circumstances. I intend to hold them for a long, long time. Here’s the story, as I see it.
People are asking if it’s too late to buy. A reasonable question. Most questions are, when you think about it. But let’s look at the guts of the thing, shall we?
I spend my days staring at spreadsheets, trying to predict the future based on numbers that are, let’s be honest, largely made up. It’s a bit like trying to assemble IKEA furniture with only the pictures as instructions. But every now and then, something genuinely interesting surfaces. And Sandisk, despite the name conjuring images of forgotten toys, might just be that thing.