This week, Argan’s shares jumped 16.4%. Sixteen point four! Like it suddenly discovered the cure for… inefficient power grids. I mean, it’s a stock. It goes up, it goes down. It’s not supposed to be so… enthusiastic. It’s unsettling. And now everyone’s talking about it. Like they discovered something new. It’s just building things. Things that require electricity. It’s not rocket science, people!
The filing, dated February 13th, 2026, is a small thing, really. A ripple in the vast, indifferent ocean of capital. Yet, it’s a ripple worth noting. Not because of its size—many larger bets are made and forgotten daily—but because of what it suggests about the observer’s patience. A willingness to position oneself for a future that feels…distant, perhaps. A future where things are built again.
The discerning investor, when contemplating opportunities in this evolving landscape, frequently directs their attention to names such as Tesla and BYD. However, a more subtle observation suggests that the most advantageous position may be held by a party one might least expect: the estimable house of Ferrari. Indeed, to suggest Ferrari as a purveyor of electric vehicles may strike some as a rather eccentric notion, yet a closer inspection of their recent endeavors reveals a strategy of considerable prudence.
The account, etched into the cold stone of SEC filings, reveals a quiet retreat. Black Creek, once a substantial holder, now holds a diminished stake in NICE. The numbers themselves are sterile, but they speak volumes about the currents running beneath the surface. Fifty-eighty-four thousand, two hundred and nine shares remain, a shadow of the previous holding. The market, that fickle mistress, has also taken her toll, reducing the overall valuation by fifty-seven million, seven hundred and ninety thousand dollars. A double blow, delivered with the usual indifference.
These advanced chips, you understand, are not merely faster; they are more efficient. They consume less power, allowing for more calculations per watt, and thus enabling the ever-increasing demands of our digital deities. AI, that ambitious pretender to human intellect, requires these chips in ever-growing quantities. And where does one find these essential components? Why, from ASML, of course! A most convenient arrangement, wouldn’t you agree?
According to the official scrolls (otherwise known as an SEC filing dated February 13, 2026), Black Creek has increased its stake in FTI Consulting. The aforementioned 402,008 shares represent a tidy sum, and the fund’s total holding in the company has swelled by $74.83 million, a figure that accounts for both the transaction itself and the fickle whims of the market. It’s a bit like trying to herd cats – you can nudge them in the right direction, but they’ll still insist on occasionally chasing dust bunnies.
My observations, drawn from a portfolio I call Voyager, tend to focus on those very companies—the ones the market has, for the moment, forgotten. It’s a melancholy pursuit, admittedly. One finds, more often than not, that the market is remarkably efficient at discovering opportunities. Even Intel, a name once synonymous with innovation, has enjoyed a brief resurgence. Yet, one wonders if the underlying issues – the quiet compromises, the missed turns – have truly been resolved, or if this is merely a fleeting reprieve.
Brookfield Infrastructure, Enterprise Products Partners, and Realty Income – they aren’t names that set the heart racing, no. They don’t promise overnight riches or a ticket to easy street. But they offer something more substantial: a reliable return, built on the bones of necessity – pipelines, toll roads, the roofs over people’s heads. These are the things that hold up when the wind blows hard.
Seems Napean, in their infinite wisdom, trimmed their Chime holdings. Down from a respectable pile to a measly 11,878 shares. They’re left with a bit of pocket change, really. Based on the average price in the last three months of 2025, the sale amounted to roughly $9.56 million. It’s like taking a handful of sweets from a very large jar – you still have plenty, but the jar looks a bit emptier, doesn’t it?
The numbers, as they always do, tell a story, though one incomplete without the weight of expectation and the scent of desperation. Shares plummeted this week, a loss of 18.9% according to the meticulous records kept by S&P Global Market Intelligence. It was a fall not unlike the slow erosion of a cliff face, each grain of sand representing a lost opportunity, a diminished hope. The air itself seemed to thicken with a metallic tang, the taste of unrealized potential.