We owe this momentary reprieve, dear readers, to the benevolent pronouncements of the learned gentlemen at Jefferies. They, it seems, have peered into the murky depths of the market and declared – with the authority of those who hold the purse strings – that not all is lost.
Taiwan Semiconductor Manufacturing (TSM +4.62%). They don’t shout about it. They just…make the chips. And that, frankly, is infuriating. Not because they’re not good at it – they’re clearly good at it – it’s the lack of fanfare. It’s like they’re deliberately trying to be invisible. And then you realize, without them, all these AI geniuses are just…talking. All talk. They’d be stuck with chips that are, frankly, embarrassing. It’s a whole system built on quiet competence, and it’s just…wrong.
Two contenders in the digital asset space, XRP and Solana, frequently appear in discussions of potential growth. However, a simple assertion of potential is insufficient. A sober assessment demands consideration of their respective positions, not merely for today, but for the decade that lies ahead. The question is not which is currently more popular, but which is better positioned to navigate the inevitable shifts in the landscape.
Wasatch Advisors, as documented in a February 12, 2026, filing with the Securities and Exchange Commission, has acquired 2,160,337 shares in Everus. This is not a trifling sum. It represents 1.1% of Wasatch’s total assets under management as of December 31, 2025. The fund’s broader holdings, as of the same date, include NASDAQ: HQY ($603.68 million), NASDAQ: ENSG ($494.48 million), NYSE: RBC ($449.93 million), NASDAQ: NVMI ($439.43 million), and NYSE: FOUR ($426.87 million). The injection of capital into Everus, therefore, is not merely a rounding error in a larger portfolio.
She’s been adding to positions in Broadcom, Advanced Micro Devices, and Figma – names that, to the uninitiated, sound like incantations from a silicon valley grimoire. Let us delve into these choices, examining not merely the numbers, but the peculiar spirit that animates these companies, and the faint whiff of desperation clinging to their recent performance.
By late morning, the stock had gained ground, though with a slight retreat from an earlier, more exuberant surge. The market, it seems, is always a dance between hope and caution, a mirroring of the human heart itself.
It appears a considerable number of shares – a staggering 2.8 million, representing a goodly 2.4% of the entire kit and caboodle – are being offered to the public by certain insiders. One might have anticipated a bit of a wobble, a slight downturn, perhaps, but no! The market, in a fit of inexplicable enthusiasm, seems to be bidding the price upwards. A dashedly curious state of affairs, wouldn’t you agree?
Look, the stock’s been hammered – down almost 50% over the past year. A proper thrashing. Everyone was convinced AI was going to eat the software world, and TRI was on the menu. It’s that familiar panic, isn’t it? We all get it. Suddenly everything you thought you knew is…questionable. But here’s the thing about panic: it usually creates opportunities. And opportunities, my friends, can pay dividends.
Now, everyone’s scrambling. Building these data centers is one thing, but finding enough electricity to keep the bits and bytes flowing? That’s the real challenge. It’s like trying to fill the ocean with a teaspoon. So, what’s happening? These hyperscalers – those big tech companies with more money than sense – are saying, “Forget it! We’ll build our own power plants!” It’s a brilliant, if slightly arrogant, move. And that, my friends, is where our investment opportunities bloom. (Pun intended, you’ll see.)
The Wall Street Journal, an organ of record in these matters, reported that several manufacturers of personal computing devices are currently engaged in collaborative efforts with Nvidia-Mediatek system-on-chip configurations, incorporating the Arm architecture. This arrangement, ostensibly intended to expand market share, feels less like progress and more like a re-shuffling of predetermined outcomes within a closed system. The implications for Arm, should this arrangement persist beyond the current reporting cycle, are, of course, subject to further, and likely fruitless, investigation.