Right now, NuScale is a money-losing startup in the nuclear power industry, which is… a bold career choice in 2026. They’re trying to land their first sale of a small modular reactor. It’s exciting! It’s also like betting on a horse that hasn’t left the stable yet. Until they actually build something, it’s all just PowerPoint presentations and hopeful engineering. The opportunity size is, shall we say, theoretical.
The filing with the SEC, dated the fourth of February in the year of our Lord two thousand and twenty-six, reveals the entirety of Pacific Ridge’s stake – a sum of seventeen million, one hundred thousand dollars – has been exchanged for more…liquid amusements, no doubt. A rather tidy sum, to be sure, though one diminished by eight million dollars from its prior valuation. A cautionary tale, perhaps, that even the most promising ventures can prove as fleeting as a courtier’s favor.
However, and this is the crucial bit, if one were to cast an eye about for a healthcare stock with the potential to do rather well over the next decade, UnitedHealth, despite its recent wobble, emerges as a prime candidate. A bit like a slightly rumpled but ultimately dependable uncle, wouldn’t you say?
Anyway, two stocks. Two. That’s all I’m focusing on. Because if I look at more than two, I’ll just get overwhelmed and end up buying beanie babies again. It’s happened before. Don’t judge.
My preferred method of tackling this particular conundrum is through an international ETF, a rather clever bit of financial engineering, and the Vanguard Total International Stock ETF (VXUS +0.38%) strikes me as a particularly sound specimen. If you’re contemplating a dabble in the international arena and VXUS has caught your eye, there’s one thing you ought to know, a detail that separates the discerning investor from the merely enthusiastic.
Contemporary accounts suggest a widespread belief that pronouncements from the Federal Reserve – specifically, alterations in benchmark interest rates – exert a disproportionate influence upon these leveraged vehicles. A reduction in rates, it is theorized, loosens the constraints upon capital, encouraging a flow towards ventures perceived as more… spirited. The financial sector, reliant upon the ebb and flow of credit, would, in this schema, experience a corresponding uplift. One recalls the apocryphal treatise of Rabbi Loew, detailing similar manipulations within the Prague Ghetto’s monetary system – though the motivations, needless to say, were rather different.
They picked up 361,902 shares in the last quarter, bringing their total holding to about 13.8% of their portfolio. That’s a significant chunk of change tied up in what is, let’s be honest, a fairly unglamorous industry. Compared to their other top holdings – Marriott Vacations (people enjoying themselves), Henry Schein (keeping dentists supplied – a noble profession), Baker Hughes (oil and gas, always interesting), and Scholastic (books! Good for them!) – LKQ feels a bit… utilitarian. But that, perhaps, is the point.
The problem is, the market operates on a timescale roughly equivalent to a mayfly’s lifespan. Quarterly earnings reports, year-on-year growth… it’s all very immediate. And that’s a bit of a mistake, if you ask me. This AI investment, viewed through a slightly longer lens – say, fifty years, which is roughly the lifespan of a particularly resilient Galapagos tortoise – starts to look rather sensible. And when I say sensible, I mean potentially very profitable. The opportunity is there, absolutely, but it demands a touch of patience. A commodity in short supply these days, I’ve noticed.
In a recent X post by Logan, the spotlight gleamed anew on digital asset products, a development that followed regulatory disclosures as closely as a penguin follows a fish. Though the chatter didn’t directly mention HBAR, it contributed to the market’s general fascination with infrastructure-oriented networks, as if investors were all attending a garden party where the host insists on discussing drainage systems.
Now, everyone’s looking for the next Nvidia. A company poised to similarly dominate some emerging technological frontier. And the current contender, garnering a surprising amount of attention, is Sandisk. Formerly a component within Western Digital, now spun off and exhibiting a stock price trajectory usually reserved for lottery winners, it’s causing quite a stir. A 1,600% jump since listing? That’s not growth; that’s levitation. So, let’s take a look, shall we, and see if this is a genuine opportunity, or merely another bubble inflating in the digital ether.