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Yes, I’m talking about Jabil (JBL +2.92%). They also report on March 18th. Now, you’re probably thinking, “Jabil? Sounds like a failed Yiddish playwright.” But trust me, this company is quietly building a data center empire, and it’s all thanks to those pesky artificial intelligence things. They’re not making flying cars yet, but they are making the servers to power the algorithms that promise flying cars. It’s a start, folks, a start!
According to the filings – frightfully tedious documents, those – ACT acquired 268,875 shares. A substantial chunk of change, to be sure, representing 6.5% of their reportable U.S. equity holdings as of December. One gathers they’ve been having a bit of a flutter. Rather like backing a slightly lame racehorse, wouldn’t you say?
1 exposure to physical bullion-though one suspects the yield is more akin to a pittance than a windfall.
We’re talking about a portfolio, a collection of 391 large-cap U.S. growth stocks, primarily tech. And yes, tech is currently the oxygen tent for the entire market. 59.7% tech, folks. That’s not diversification; that’s a full-throttle dive into the digital abyss. But sometimes, you have to chase the madness. Consumer Discretionary is trailing behind at a distant 17.5%. The rest? Window dressing. We’re not building a balanced portfolio here; we’re fueling a rocket ship. And rockets, by their very nature, are unstable.
ACT Capital’s foray into Viking Therapeutics, revealed in a recent filing, is not, in itself, remarkable. The sum – $7.25 million – is but a ripple in the vast ocean of capital. It represents 5.86% of the fund’s reportable assets as of December 31st, a commitment substantial enough to note, yet hardly a declaration of unwavering faith. One sees echoes of past enthusiasms, of bubbles inflated by hope and deflated by reality. The portfolio itself – Krystal Biotech, Abivax, CVX, XOM, ABVX, KRYS, TGTX – speaks of a calculated diversification, a hedging of bets, as if the managers themselves are unsure which blossom will truly bear fruit.
According to Variety, Paramount Pictures and Hasbro have decided not to move forward with Max Landis’ vision for a new G.I. Joe movie. Landis was one of two writers the studio asked to come up with fresh ideas for the franchise. While Danny McBride, a popular actor, is still developing his own script, Landis’ proposal has been rejected. Paramount is still open to other pitches for a reboot, meaning McBride’s script isn’t confirmed either. Ultimately, it seems Paramount is still figuring out the best path forward for G.I. Joe and wasn’t satisfied with Landis’ approach.
John Krasinski announced the third A Quiet Place movie with a social media post showing copies of the finished script, writing that he’s proud to be part of the A Quiet Place family, both old and new. Filming will begin this spring in New York, and the movie is scheduled to hit theaters next summer. Unlike some horror series that quickly release sequels, Krasinski carefully plans each A Quiet Place installment, with six years having passed since the last one. He’s very involved in the franchise and takes his time to ensure each movie is well-made.
Here’s the deal, broken down for those of us who just want to know if we’re going to be paying $6 a gallon for gas.
Now, these aren’t exactly the Crown Jewels, but for a diversified slice of U.S. small-cap stocks, they’re a decent start. They’re both incredibly low-cost, which means more of your money stays with you, not lining the pockets of some fancy-pants fund manager. Though, frankly, if they were truly brilliant, they’d be running a casino, not a fund.
The British designer created a dress with a tight-fitting corset top and a low neckline that highlighted Odessa’s chest. Large, velvet-covered straps rose above her head, resembling sculpted wings.