Tesla: A Gamble on the Automated Soul

Consider the expenditure over the past decade—a gradual ascent, now culminating in this precipitous leap. It is as if the company, once content to merely build vehicles, has succumbed to a fever dream, a compulsion to engineer not just transportation, but a new form of existence. The burn rate, inevitably, will be considerable. To expect operating cash to sustain this ambition is…naive. It is a gamble, a desperate wager against the cold logic of accounting, driven by a conviction bordering on the messianic.

SoFi: A Speculation, Not a Certainty

To be bullish on SoFi is, of course, the easy path. But a truly discerning investor – one who understands that fortunes are rarely built on enthusiasm alone – must look beyond the superficial gloss. There is, as always, a critical metric lurking beneath the surface, a whisper of caution amidst the fanfare.

Ether’s Exit: A Portfolio Shift

They dumped 285,400 shares. Every last one. Zeroed out. Like erasing a debt, or a memory. The transaction happened in the fourth quarter of ’25, a period already looking like a bad dream for anyone holding digital promises. The fund’s holdings in ETHA? Dust. The net effect, after the market had its say, was just shy of nine million. A clean break. Almost elegant.

A Quiet Bet on Uniforms

The filing, dated February 2nd, revealed this addition. Not a fanfare, but a notation. As if to say, “Yes, we’ve noticed the need for clean linens persists.” It increased their holdings, incrementally, to a little over one and a half percent of their reported U.S. equity assets. A rounding error, almost, in the grand scheme of things, yet a commitment nonetheless.

SoFi and the Weight of Capital

And yet, a curious thing occurred. Despite a balance sheet that hardly appeared distressed, SoFi elected to issue further shares, diluting the holdings of those who had already entrusted their capital to this venture. A peculiar decision, one might think. Like adding another room to a house already comfortably spacious, or acquiring a second umbrella on a clear day. The market, naturally, reacted with a raised eyebrow, a silent question hanging in the air.

Autoliv: A Measured Retreat

The sale, reported in an SEC filing, leaves Tweedy, Browne with 400,924 shares, a reduction from a larger position. The fund’s overall stake in Autoliv has diminished in value by $5.84 million, a figure that reflects both the sale itself and the broader movements within the market. It is a reminder that even a successful investment can yield a diminished return, and that the relentless upward climb of share prices is rarely sustainable.

AI & Chips: A Mildly Probable Investment

By investing in these computing companies, you’re acquiring a stake in something that’s demonstrably making money now. (A refreshing change, wouldn’t you agree? So much investment relies on the vague promise of future profitability. It’s like betting on a snail race.) You’re not entirely dependent on the speculative whims of generative AI taking over the world (though, let’s be honest, it’s a distinct possibility). Investors won’t fully grasp the implications of generative AI for years – decades, even – and by that time, a frankly alarming amount of money will have flowed towards Nvidia, Broadcom, and Taiwan Semiconductor. (Which, in a way, is reassuring. It proves someone knows what they’re doing.)

Milei, Libra, and a Secret Pact: A Bedazzling Preview

More little revelations about our fearless President Milei and the cabal that allegedly conjured Libra-the token meant to propel Argentine enterprises, which, alas, sashayed into a billionaire rug-pull, like a scandal wearing its best frock.

The Oracle’s Coin: Prediction & the Crypto Carnival

And so, a handful of these digital tokens find themselves under the gaze of the prognosticators. Not, mind you, because they possess inherent value – let us not be naive – but because they fluctuate. Ah, volatility! The lifeblood of the gambler, the playground of the speculator, and the siren song of the modern investor.