Super Micro’s Little Scrape

Trading volume, I observe, reached a positively dizzying 114 million shares – a good 240% above the three-month average. The company, having burst onto the scene in 2007, has, rather impressively, grown by 2,338% since then. A most agreeable trajectory, wouldn’t you agree? One feels a certain confidence in their ability to muddle through, even when faced with a spot of legal bother.

Broadcom: The Chipmaker You’ve Never Heard Of

You’ve likely encountered the whispers of Google’s Tensor Processing Units – the TPUs, as the initiates call them.1 These are, you see, Google’s attempt to build something that doesn’t rely entirely on the, shall we say, dominant forces in the graphics processing unit market. A noble effort, certainly. But what the breathless pronouncements from the tech scribes conveniently omit is that Google doesn’t actually make these things, not entirely. They have a partner, a rather crucial one, and that partner is Broadcom. A fact that strikes me as… well, let’s just say the market has a peculiar habit of overlooking the folks who actually build things.

Forefront’s Folly: A Most Curious Investment

This is no mere dabbling, mind you. The value of this augmentation amounts to seven and forty-seven hundredths of a million dollars – a figure that includes both the fruits of their recent purchases and the fickle whims of the market. One begins to suspect a certain… enthusiasm. Indeed, this ETF now constitutes a rather substantial fourteen and eighteen hundredths percent of Forefront Analytics’ reportable assets. A considerable portion, wouldn’t you agree? One wonders if prudence has been misplaced in favor of a more… spirited gamble.

Bristol Myers: A Dividend Mirage?

Bristol Myers Squibb (BMY 0.83%) currently dangles a 4.4% yield, a figure that, at first glance, appears rather…generous. Consider it a particularly plump worm on the hook, intended to lure the unsuspecting angler. It eclipses the S&P 500‘s modest offering by a considerable margin. But before you cast your line, one must inspect the waters for submerged rocks and, shall we say, questionable currents.

Recession Prep: Let’s Be Real.

Are we headed for a full-blown bear market? I honestly couldn’t tell you. But here’s what I can tell you: now is the time to give your portfolio a serious once-over. Not a gentle tidy-up. A full forensic accounting. Because let’s face it, hoping for the best is a strategy reserved for lottery tickets, not your future.

Pfizer: From Zero to Hero (Maybe)

Family looking at data

But hold on to your hats, because something…unusual…is happening. Besides the dividend – which, let’s be honest, was the only reason anyone was still holding onto this stock – Pfizer is suddenly…outperforming the S&P 500. Yes, you heard that right. It’s like the ugly duckling suddenly discovered it was secretly a swan…or at least a slightly less unattractive duck. The market, it seems, is starting to panic, and when the market panics, it buys dividend stocks. It’s a simple equation, really. Fear plus dividends equals…well, a temporary reprieve from financial ruin.

Joby Aviation: A Most Speculative Flutter

This venture falls, naturally, into the rather grandly-titled market of urban air mobility. Morgan Stanley, in a moment of optimistic forecasting, once suggested this market might reach a positively staggering $9 trillion by 2050. Should that prove to be the case, Joby, being one of the leading pioneers in this nascent field, might conceivably set today’s investors up for life. A thrilling prospect, wouldn’t you agree? Though, one must add, the Morgan Stanley estimate dates back to 2021, and the future, as any seasoned observer knows, has a habit of behaving in a most unpredictable fashion.

CrowdStrike: A Digital Winter’s Bloom

Artificial intelligence, that restless spirit of our time, is both architect and assailant. It presents a paradox: a tool to fortify our defenses, yet also the means to breach them with unprecedented subtlety. The old ways, the brute force of code and calculation, are giving way to a more fluid, insidious threat. It is no longer sufficient to be a craftsman of the digital world; one must anticipate the phantom hand, the echo of intelligence that learns and adapts with unsettling speed.

RadNet: A Quiet Adjustment

RadNet Image

Transaction value based on SEC Form 4 weighted average purchase price ($62.12); post-transaction value based on March 18, 2026 market close. A precise accounting, of course, but one that feels…distant from the quiet anxieties of those who rely on such figures.

Vanguard’s Little Triumph

And they’ve been doing rather well for themselves, haven’t they? A positively stream of funds flowing in – CORP-DEPO Research tells me they had the lion’s share over the last quarter of last year. One suspects a great many people are simply tired of chasing rainbows and prefer a modicum of… predictability.