The truly discerning investor understands that the fluctuating digits on a screen reveal little of a company’s inherent worth. It is the underlying currents – the subtle shifts in demand, the patient accumulation of expertise – that truly matter. To fixate on price alone is to mistake the shadow for the substance. It is a habit, alas, all too common in our age of instant gratification.
CoreWeave.
This week, they’ve gone and done it again. A rather large sum, actually. Two billion dollars. Can you imagine? Enough to buy a small country, or perhaps a very large collection of pickled onions. They’ve plunked it down with a company called Nebius Group. A rather new outfit, but one that Nvidia seems to think holds the key to the next generation of…well, cloud stuff. Hyperscale cloud, they call it. Sounds frightfully complicated, doesn’t it? It’s essentially a warehouse full of computers, but with extra blinking lights.
The acquisition comprises 77,291 shares, a sum sufficient to elevate Methanex to a position of some consequence – 2.46% – within the portfolio of Orion Resource Partners. One observes that such an investment is rarely undertaken without a degree of calculation, and it is reasonable to suppose that the partners perceived a prospect of advantage in this particular venture. Indeed, the total value of their holding in Methanex has increased by $3.06 million, a testament, perhaps, both to their initial judgment and to a favourable turn in the market.
They promised the moon – ten Midnight eVTOLs in 2024, 250 in 2025. Instead? Two. Just two. It’s like ordering a full English breakfast and getting a single, slightly sad, mushroom. Disappointing, isn’t it? But here’s the thing: I’m not entirely put off. Because sometimes, the most spectacular returns come from the things everyone else is avoiding. It’s a personal philosophy, don’t judge.
The transaction value is derived from the SEC Form 4, reflecting a weighted average price of $129.18 per share.
It’s over $100 a barrel again, which feels… familiar. Like running into an ex you knew was bad news. It dipped, thankfully, back to around $86 on Tuesday, but the underlying anxiety remains. It’s just… looming. Another potential conflict, another potential price hike. Honestly, it’s exhausting. A year ago, it was under $70. Progress? I’m not sure. It feels more like a cyclical descent into mild panic.
Alphabet, they call it. A grand name for a company that now spends fortunes chasing the ghost of future profits. The share price dips – nearly fourteen percent from its peak – and the chatter begins. Revenue fell short? A temporary setback. The real story is the colossal expenditure – one hundred and seventy-five to one hundred and eighty-five billion dollars by 2026 – poured into the insatiable maw of artificial intelligence. A kingdom built on algorithms, demanding ever more tribute. Last year they hauled in four hundred billion, kept one hundred and thirty-two for themselves. A tidy sum, yes, but enough to feed this new beast?
Seems Numerai GP decided Skyworks was worth a bit more of their attention. They increased their stake in the company during the last quarter of 2025, addin’ those shares I mentioned. That $9.18 million is based on the average price over those three months, mind you, so it’s not like they got a bargain basement deal. The value of their whole position, includin’ the new shares and the stock movin’ about, went up by $8.24 million. A tidy sum, wouldn’t you say?
The filing from February 17, 2026, confirms it. Numerai is all in on OLED, bringing their total position to 75,391 shares, valued at around $8.80 million. The net change? A cool $8.21 million, factoring in both the share increase and the market’s…enthusiasm. Or lack thereof. It’s a bit like throwing good money after bad, isn’t it? But hey, maybe they know something I don’t. Which, given my track record, isn’t saying much.