The divestiture, officially recorded with the SEC on February 13th, 2026, isn’t exactly a shock. One doesn’t need a crystal ball to observe that the market occasionally…adjusts. And Helix, it seems, prefers to adjust before being forced.
The stock took another tumble after the latest quarterly earnings report – trading around $200, which is, incidentally, approximately the price of 17,392 moderately used paperclips. Wall Street, in its infinite wisdom, seemed disappointed. They’re focusing, as usual, on the short-term noise, missing the fact that Amazon is building a future that’s likely to involve robots, drones, and possibly, the colonization of a small moon. (Don’t ask. It’s complicated.)
The aforementioned Helix Partners, it appears, now allocate no less than 27.41% of their reported assets to this enterprise. A considerable weighting, even in these speculative times. The filing, dated February 13, 2026, reveals a portfolio where Core Scientific dominates, eclipsing more conventional holdings. The overall position, admittedly, has seen a paper decline, a consequence of both market vagaries and, one suspects, a certain zealous reinvestment.
VDC, you see, is the established sort, a bit of a heavyweight at over $9 billion in assets. It operates on the principle that the bigger they are, the more influence they wield – weighting its holdings by market capitalization, a perfectly sensible approach, what? RSPS, on the other hand, is the upstart, a more egalitarian affair, giving each of its 37 holdings an equal say. It’s all very democratic, but one wonders if a chap can truly succeed without a bit of old-fashioned hierarchy.
Two stocks, at the time of writing, appear to offer a reasonable prospect of achieving this. They are not, it must be understood, guarantees of prosperity, merely points of observation in a landscape riddled with uncertainty.
The transaction, recorded on the 13th of February, adds Praxis to Affinity’s holdings – a modest 3.11% of their reported assets. A small enough portion, one might think, to not unduly trouble the fund managers. Yet, in the grand scheme of things, even small gestures can carry a certain weight. Especially when they involve sums that could, for a fleeting moment, alleviate the burdens of a struggling biotechnology firm.
Nvidia (NVDA 2.21%) has undergone a recent re-evaluation, shifting from a position of perceived overvaluation to one of relative affordability. This is not to suggest the stock is inexpensive in any absolute sense, but rather that its price has, for the moment, failed to keep pace with the prevailing enthusiasm for artificial intelligence. A forward price-to-earnings ratio of approximately 24.5, based on projections for the fiscal year ending January, descends to 19 times earnings if one extends the forecast by a single year. This is a significant, though not unprecedented, correction.
According to a document filed with the authorities – a paper trail, they call it – Affinity increased its holdin’s in Apogee during the last quarter of 2025. That $3.87 million transaction swelled their total stake to 1,234,926 shares. Not just that, mind you, but the whole shebang increased in value by $46.59 million, thanks to a combination of buyin’ more shares and the stock itself climbin’ like a monkey up a greased pole. A fella could almost believe in miracles, seein’ such a jump.
I’ve been trying to be optimistic, you know? I even downloaded a mindfulness app. But then I started looking at the numbers, and… well, let’s just say my inner calm has taken a vacation. Job openings are down, government debt is up (shocking, I know), and everyone seems to be maxed out on credit cards. It’s like we’re all living on borrowed time… and borrowed money.
There were whispers, you see, of a dwindling fortune, a squeezing of profit margins, and a slowing of the influx of new listeners. Fears, it seems, that proved as fleeting as a melody on the wind. Neither these apprehensions nor the specter of financial constraint manifested in the company’s accounts, or in their projections for the coming quarter.