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This RFI is about “Nuclear Lifecycle Innovation Campuses.” Think Hogwarts, but with more uranium. They’re looking for places to build advanced reactors, and basically handle everything from making the fuel to dealing with the… leftovers. It’s a full-circle nuclear experience. Submissions are due April 1, 2026. Which, honestly, feels like a very long time to wait for a response. It’s like sending a strongly worded email and expecting a reply before the next ice age.

The fund, a vessel navigating the treacherous waters of global markets, had held a substantial stake in Vipshop, a purveyor of discounted dreams and branded desires within the vast Chinese e-commerce landscape. Five million and seven shares, a constellation of ownership, were quietly released back into the market on January 29th, representing a transaction valued at nearly one hundred million dollars – a sum that, while considerable, felt almost insignificant against the backdrop of a nation’s relentless economic momentum. The move, documented in the dry language of a U.S. Securities and Exchange Commission filing, hinted at a deeper reassessment, a subtle shifting of allegiances within the fund’s portfolio.

Intel’s been trying to reinvent itself as a foundry, which is…ambitious. It’s like deciding to become a pastry chef after a lifetime of building bridges. A lot of effort, a lot of expense, and a nagging doubt that you’re really any good at it. They’ve had a breakthrough with this “18A” manufacturing process, which, fine, sounds impressive. But let’s not pretend it’s magically going to appear on the balance sheet overnight. Last year? Slightly down on the previous year. Slightly. That’s… not exactly the trajectory you want when you’re trying to convince everyone you’re the future.

But hold your horses. Before you start picturing mountains of cash and overflowing oil drums, let’s have a proper look at this Venezuelan business. It’s not quite as simple as sticking a straw in the ground and slurping up the profits. Oh no, not at all.

And yet, the market, that fickle and often irrational beast, seems momentarily unimpressed. It’s a curious disconnect, isn’t it? A company poised to profit from the very essence of future innovation, yet subject to the whims of short-term anxieties. The recent formation of a ‘death cross’ – a term redolent of gothic melodrama, and entirely disproportionate to its actual significance – has, predictably, induced a flutter of nervous anticipation amongst the technical analysts. A cross, indeed. One imagines the stock itself clutching a miniature rosary. The last such occurrence, last spring, proved to be a momentary blip, a brief hesitation before resuming its upward climb. The chart, displayed below, is a rather pedestrian representation of these fluctuations, lacking, shall we say, the artistic flair one might expect from a depiction of such a dynamic phenomenon.

Apparently, on January 28th – a perfectly unremarkable day, I assure you – TBH decided to increase their stake in this IJT thing. Another 113,339 shares. The numbers are just… assaulting my sensibilities. Sixteen-point-oh-four million. They could have just given it to a charity. Or, you know, invested in a decent bagel shop. Their quarter-end stake was already eleven-point-eighteen million. So, they’re up ten-point-six-two million. Including price movement. Of course. Like the market cares about their feelings.

Further growth appears, on the surface, plausible, given the continued – and perhaps unsustainable – investment in AI hardware. The stock, prior to this assessment, presented itself as a potential, if understated, opportunity for those engaged in the pursuit of AI-related investments. Its market capitalization, at a mere $20 billion, seemed, in the grand scheme of things, almost… manageable. However, a closer inspection reveals a metric, a single, unsettling figure, which demands consideration before any further entanglement with this particular enterprise.

Over the last twelve months, this hard drive behemoth has climbed a stately 343%. And the best part? It doesn’t look like it’s slowing down. It’s like watching a runaway train…a train filled with data, of course. And thankfully, not filled with clowns. Although…a clown car full of hard drives…now there’s an idea!