A Steadfast Holding: Alphabet

Market Analysis

There’s a lot of talk now about bubbles – artificial intelligence, they call it. Men getting giddy over lines of code and promising the moon. But Alphabet isn’t building castles in the air. They’re tending the fields, improving the soil. They’ve taken this new technology, this AI, and woven it into the fabric of what they already do – helping folks find what they need, connecting them to information, and yes, showing them a few advertisements along the way. It’s a practical application, a strengthening of existing foundations, and that’s a rare thing to see.

Rivian: A Question of Momentum

Until recently, Rivian has been content to cater to a clientele with a surplus of funds. A sensible strategy, given the limited production capacity. One can hardly flood the market with what one hasn’t yet built. However, even the most ardent enthusiast must concede that the pool of individuals willing to spend a king’s ransom on a motorized conveyance is, by definition, finite. Thus, the introduction of the R2 – a vehicle intended for the masses, or at least a slightly larger segment of the population – is of paramount importance.

GXO Logistics: A Most Interesting Ascent

Born from the rather unceremonious splitting of XPO in 2021, GXO has embraced acquisitions with the enthusiasm of a magpie for shiny objects. Clipper Logistics and Wincanton have fallen into its fold, a testament to the belief that growth is best achieved by absorbing one’s rivals. A perfectly logical, if rather aggressive, philosophy.

USA Rare Earth: A Most Curious Venture

It’s a pre-revenue entity, you understand. Years away from turning a proper profit. Risky? Terribly. But, and this is where it becomes mildly diverting, recent developments suggest the gamble might, just might, pay off. One always appreciates a bit of a long shot, don’t you think? It adds a certain…spice.

CFTC’s Crypto Party: Coinbase & Ripple CEOs Get VIP Passes!

Among the headliners? Coinbase CEO Brian Armstrong and Ripple CEO Brad Garlinghouse. That’s right, the CFTC has finally given crypto CEOs a seat at the table-or at least a folding chair in the corner. This move is about as subtle as a Bitcoin price swing, signaling that the feds are ready to stop treating crypto like a rebellious teenager and start listening to what it has to say. Policy clarity, anyone? Pass the popcorn.

XRP’s Price Journey: A Comedic Tale of Ups and Downs

Once more, XRP has failed to maintain its lofty height above $1.4650, plunging into the depths of correction alongside its companions, Bitcoin and Ethereum, as if they were all part of some grand misadventure. The price has tragically dipped below $1.420 and $1.40, entering the dismal zone of negativity.

Palantir: A Rather Pricey Prediction Machine

So, why the lingering skepticism? Well, it boils down to valuation, that most elusive of metrics. The price of Palantir stock seems to be based on the assumption that they’ve already solved all of humanity’s problems, and are now simply collecting the accolades (and profits). There’s precious little margin for error, and even less room for a simple, perfectly normal deceleration in growth. It’s a bit like pricing a vintage wine based on the expectation that it will improve with age, indefinitely. A risky proposition, to say the least.

Should You Buy the Dip on Tesla?

Tesla’s stock price recently dropped, largely due to its financial results for the last three months of 2025 and the entire year. Although the company earned more revenue and profit than experts predicted, both were down compared to the previous year.

Monday.com: A Week of Disquiet

The company, true to its naming convention, delivered its earnings report early on Monday morning. The figures themselves were, by most accounts, acceptable – even exceeding the modest expectations of the assembled analysts. Yet, a shadow fell upon the proceedings, for with the announcement of these results came a retraction of the company’s previously stated guidance for the coming fiscal year. It is in such moments, when promises are broken and expectations dashed, that the true character of a business is revealed.