The particulars are these: 825 shares, valued at approximately $70,000 according to the official record, leaving Mr. Thomas with a direct holding of 4,381 shares, representing a value of $364,000. These numbers, ostensibly concrete, are merely points on a fluctuating curve, reflections in a hall of mirrors where value is never fixed, only perceived.
Forget your meme stocks. Forget your crypto fantasies. We need anchors. We need CASH FLOW. And right now, two names are screaming at me from the wreckage: Coca-Cola and Tractor Supply. They aren’t glamorous. They aren’t going to make you an overnight billionaire. But they’ll keep you breathing when the whole system goes belly up. These aren’t investments, they’re survival kits.
These aren’t the kind you stick on a fridge. These are the guts of the future, the neodymium-iron-boron magnets. Strong stuff. The kind that makes electric motors hum, robots walk, and drones…well, do whatever it is drones do these days. Seventeen elements, they call them ‘rare earth’. A misnomer, really. They’re not rare, just hard to get out of the ground and even harder to refine. China had a head start. Still does. They control about 71% of the supply coming into the U.S. as of 2025. That’s a chokehold, plain and simple.
BigBear.ai, you see, is a curious case. Despite all the fuss and bother with things blowing up in various corners of the world (which, you’d think, would be good for companies that make things that go boom), it’s been performing rather poorly. It’s like giving a perfectly good chocolate biscuit to a grumpy badger. A waste, a complete waste. The company’s results? Let’s just say they’ve been less than splendid.
The numbers, as you can see, are perfectly respectable. The SEC form, of course, is a monument to bureaucratic precision. But the real story is always the quiet desperation underneath. Or, in this case, the quiet confidence. Jenkins bought in at $125 a share, which, as of this morning, is a bit optimistic. I always feel a little bad for directors who time the market poorly. It’s like announcing your vacation plans to the office before you’ve actually booked the flights.
The transaction value is based on the SEC Form 4’s weighted average, and the post-transaction value is calculated as of the market close on March 10th, 2026 – a date which, I trust, is still firmly in the future.
Now, let’s pit two of these electric hopefuls against each other: Rivian Automotive (RIVN +0.82%) and Lucid Group (LCID +0.48%). Which one’s the slightly less terrible bet? I’m not promising riches, just… slightly less financial devastation. We’re looking out to 2026 and beyond, so grab your crystal ball and a strong cup of coffee.
The math doesn’t lie. He’s still got skin in the game, alright. But a diminishing stake. Like a gambler slowly cashing out before the house collapses. The weighted average price on this dump was $8.78. A pathetic little number considering what this company promised. Promises, promises… they’re a dime a dozen in this silicon swamp.
One might assume, naturally, that such a climb means the price is now ridiculously inflated, like a pufferfish puffed up with hot air. But a closer look at the numbers reveals something quite peculiar: Micron appears, dare I say it, undervalued. It’s as if a mischievous goblin has hidden a treasure in plain sight.
Values based on SEC Form 4 weighted average price ($5.85); post-transaction value calculated using March 16, 2026 market close ($5.74).