NuScale: Still Trying to Split the Atom (and Your Portfolio)

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.

AXT: A Comedy of Capital

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.

UnitedHealth: A Rather Sound Proposition

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?

Stocks? Fine. Just…Fine.

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.

VXUS: A Spot of International Investing

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.

Leveraged Futures: A Speculative Geometry

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.

LKQ & Ananym: A Dip Worth Taking?

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.

Cloud Giants & AI: A Patient Investor’s Game

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.

HBAR’s 2026 Waltz: A Dance Between Caution and Cryptic Clues

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.

Sandisk: Not the Next Nvidia, Probably

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.