I confess, I incline toward the latter, though not without a degree of caution. Microsoft, despite the recent tremors, remains, in my estimation, a solid harbour for the discerning investor, a vessel built for the long voyage.
The focus, naturally, will be on those GPU sales. And, of course, on what Nvidia’s CEO, Jensen Huang – a man who appears to have made a pact with the silicon gods – has to say about the future of AI. (A future that, depending on who you ask, will either solve all our problems or result in a polite but firm takeover by sentient toasters.)
The filing reveals a pattern of cautious optimism, or perhaps a lack of more compelling alternatives. Vawter, it appears, is not so much embracing risk as attempting to mitigate it. Further additions were made to Vanguard funds—Small-Cap Growth, International Bond, Short-Term Bond, and the predictably safe Small-Cap—suggesting a general retreat to established, if uninspired, positions. The market, one imagines, will scarcely notice.
Let us consider, then, three such holdings – financial institutions, each with its own character and claim upon the future – which, in my estimation, offer a compelling prospect for the discerning investor. They are not the flashy newcomers, vying for attention with extravagant promises, but rather the established families, content to let their performance speak for itself.
They exceeded Wall Street’s expectations, which, frankly, sets a pretty low bar these days. It’s like winning a participation trophy for showing up to the stock market. Sales were up a measly 1%, while adjusted EBITDA—a phrase I still stumble over, even after years of pretending to understand it—dropped from $125 million to $90 million. My aunt Mildred makes more than that selling hand-knitted cat sweaters on Etsy, and she’s mostly selling to cats.
Taiwan Semiconductor Manufacturing – TSM – is that somebody. They don’t pick winners in the AI race; they supply the chips for all the contenders. A neutral position in a war is always a good position to be in. It’s a quiet power, the kind that doesn’t shout, but underpins everything. I’ve been watching them for a while. The stock’s been solid, but it hasn’t exactly taken off. That’s the opportunity. It’s a slow burn, but the kind that leaves a lasting impression.
This, naturally, is good news for Tyson Foods (TSN 1.78%). Not good in a moral sense, of course. Just… financially advantageous. The universe doesn’t care about morality, only about the efficient allocation of resources. And protein, it seems, is now a resource the government wants allocated liberally.
The filing, dated January 27th, 2026, reveals this rather predictable foray into the world of low-duration bonds. The resulting uptick in value – approximately $4.50 million, inclusive of both the new acquisitions and the vagaries of the market – is, of course, perfectly acceptable. One trusts they haven’t become entirely giddy about it.
By 2019, the hounds were loosed. A question on Form 1040, a subtle probe into the digital holdings of the citizenry. And then, the 1099 forms, issued by the exchanges – a digital confession of wealth. It was a clumsy beginning, a bureaucratic attempt to lasso a cloud. But now, as we approach the 2026 filing season, the net tightens. Two new changes loom, and they are, shall we say, interesting.
Alongside this shift, Dana Walden has been elevated to President and Chief Creative Officer, tasked with charting the course for media, news, and the endless production of content. A new title, of course, to signify the weight of responsibility – or perhaps simply to justify a larger office.