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Texas Capital Bancshares (TCBI 0.45%) is one of these banks. They’re quietly… diversifying. Which, fine. But it’s not like they’re reinventing the wheel. They’re just adding more spokes. And those spokes better be strong, because if the wheel comes off when rates inevitably fall, it’s going to be a disaster. They claim these “areas of focus” are up 8%, bringing in $229 million. Okay, good for them. But is that really moving the needle? Is anyone even noticing? I suspect not.

They speak of guidance, of course. Conservative guidance. A word that carries the weight of unspoken anxieties. Revenue growth of twelve to fourteen percent for 2026, a slowing from the previous year. A single-digit increase in store count. It is as if the management, peering into the future, sees not a boundless horizon, but a gathering mist. The Chief Executive, a man named Tomasso, speaks of caution, of an uncertain climate. One suspects he speaks not of the weather, but of appetites. Consumer spending, they say, is weak. Yet First Watch, despite this general malaise, appears to have fared…adequately. A small victory, perhaps, but one that passes largely unnoticed.

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.