Down approximately 12% and 10% respectively (at the time of writing, which, as anyone who understands the universe knows, is a fleeting moment in spacetime), these stocks present a compelling opportunity for those brave enough to venture into the somewhat unpredictable world of public markets. But which one? That, as they say, is the question. (It’s also the answer, if you consider the inherent circularity of existence.)
Three names currently attract attention. They are, in their way, representative of the broader speculative climate, and a closer look reveals as much about the limitations of current market logic as about their individual prospects.
Nvidia currently estimates global data center spending at approximately $600 billion for 2025. Fiscal year 2026 revenue reached $216 billion, representing a 36% share of projected spending. Maintaining this market share, coupled with the higher-end projection of $4 trillion in annual data center expenditures by 2030, yields a potential revenue figure of $1.44 trillion.
They call it a REIT. A real estate investment trust. Like I’m supposed to be impressed. It just means they don’t pay taxes the same way everyone else does. A loophole, basically. A perfectly legal loophole, sure, but still. It’s like they’re asking for scrutiny. “Here we are, avoiding taxes! Invest in us!” It’s…audacious. And people are falling for it. Of course they are. It’s the path of least resistance.
I’m talking about Eli Lilly (LLY 1.01%) and Veeva Systems (VEEV +2.75%). They aren’t glamorous. They won’t make headlines with every breath. But they’re building something. Something that might just stick around when the dust settles. Let’s take a look under the hood.
It appears, you see, that the market, in its infinite wisdom (or, more often, its lack thereof), had rather temporarily misplaced its enthusiasm for Valvoline, allowing Eminence to acquire shares at a price that, shall we say, tickled their fancy. A most advantageous turn of events, what?
On February 17, 2026, the report surfaced. Cannell Capital diminished its stake in Turning Point Brands during the final quarter of 2025. A sum of $12.54 million, arrived at through the cold calculation of average closing prices. The fund’s overall position, diminished by sales and the ever-shifting currents of the market, decreased by $12.18 million. It’s a reminder that even the largest portfolios are built on sand, constantly eroded by the tide.
Let us, then, descend further into this labyrinth, to examine the roots of this affliction, to discern if any flicker of redemption remains within its grasp.
Revenue growth, bless its relentless heart, has been doing alright. That’s not the problem. The real question is whether MercadoLibre can turn all this bustling activity into actual, honest-to-goodness profit. It’s like having a thousand goblins digging for gold – impressive, certainly, but are they actually finding any?
On the seventeenth of February, in the year of our Lord two thousand and twenty-six, Cannell Capital disclosed to the Securities and Exchange Commission the sale of twenty thousand and eighty-one shares of Cavco Industries. The estimated value of this departure, calculated with the precision of a cartographer charting a vanishing coastline, amounted to eleven million, seven hundred and ninety thousand dollars, based on the average price of the quarter. It was a subtraction, a delicate excision from a portfolio that, like all portfolios, was a map of dreams and vulnerabilities. The remaining holdings, a reduced constellation of eleven thousand, three hundred and sixty shares, were valued at six million, seven hundred and ten thousand dollars – a testament to continued belief, though tempered by a prudent recalibration.