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).
Taiwan Semiconductor, or TSMC as the cool kids call it, manufactures roughly 70% of the world’s processors. Which is, when you think about it, a rather alarming statistic. It means a significant portion of our digital reality is dependent on a single company. (One can only hope they have excellent disaster recovery plans, and a really good tea break schedule.) But alarming aside, it’s also a position of immense power. Every time Nvidia, or any other chip designer with a vaguely plausible business model, needs a processor fabricated, they turn to TSMC. The company recently reported a 26% revenue increase and a 35% jump in earnings per share. Management anticipates continued growth, estimating a 30% increase in sales by 2026. Will spending on AI data centers eventually slow down? Of course. Everything slows down eventually. (Entropy, you see. It’s a thing.) But to bet against TSMC’s dominance now seems…premature. Especially when tech giants are collectively splashing out $650 billion on capital expenditures, most of it related to AI. At a price-to-earnings ratio of 32, it’s a comparatively sensible valuation in a sector often characterized by, shall we say, optimistic pricing.
The numbers, cold and precise, reveal a man who is not entirely abandoning ship, yet is clearly adjusting his ballast. He retains a significant stake, 31,795 shares in all, a fortress of capital built upon the dreams of aspiring technicians. But the reduction of 13.6% in his total holdings cannot be dismissed as mere housekeeping. It is a signal, however faint, that even those within the walls of power are susceptible to the gnawing uncertainties of the market. The shares, it must be noted, were released through the Brochick Family Trust, a shadowy entity that shields the director from direct accountability. A convenient arrangement, perhaps, for a man wrestling with the weight of his decisions.
(Based on that SEC Form 4 weighted average price of $18.10. Which, let’s be honest, is just a number they want you to believe.)