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On the 13th of February, 2026, Kettle Hill disclosed the acquisition of 1,716,381 shares in SentinelOne. A sum of $25.75 million, they tell us. A perfectly respectable amount, though one wonders if the funds weren’t diverted from a more sensible investment – perhaps a small vineyard in the Crimea? No, no, I digress. The stake now represents 5.74% of Kettle Hill’s 13F reportable AUM. A significant commitment, or a desperate gamble? The answer, naturally, depends on who you ask – and how much vodka they’ve consumed.

The SEC filing from February 17th confirms it. They offloaded everything. Zero percent of their 13F assets now tied up in Varonis. Which, if you’re keeping score, is a rather definitive statement. They’ve reallocated that money to things like APLD, MTZ, DAVE, FIX, and KTOS. The usual suspects. I’ve seen those names before. They’re all…reliably boring. Which, honestly, is what you want. Reliable boredom is the holy grail of portfolio management.

Nvidia is, undeniably, having a moment. A big moment. The numbers are frankly a bit dizzying. But here’s the thing about dizzying numbers. They often imply a certain… precariousness. Like a very tall stack of pancakes. Delicious, yes, but also likely to end in a sticky mess. The latest reports were, shall we say, enthusiastic. Revenue jumped 65% year over year to $215.9 billion. Astounding net income of $120 billion. It’s all very impressive, but also makes me slightly anxious. Is it sustainable? That’s the question. And I’m not sure anyone truly knows.

The market, naturally, has taken notice. And where the market leads, speculation – and, occasionally, fortune – is sure to follow. We find ourselves, therefore, observing three companies attempting to tame this quantum beast: D-Wave Quantum, IonQ, and Quantum Computing Inc.. Each approaches the challenge with a distinct philosophy, and each, I suspect, harbors a secret hope of becoming the Rothschild of the quantum age.

The so-called experts, those who fancy themselves seers of the financial future, were anticipating a rather humdrum showing. They figured earnings would slip from a paltry 19 cents to a mere 18, and revenue would creep along at a 5.7% increase. A gentle breeze, if you will.

Palantir, a name redolent of shadowed surveillance, finds itself embroiled in a dispute familiar to any who have known the anxieties of creation. Former employees, drifting towards the allure of a nascent competitor, Percepta, were accused of transgressions – the theft of proprietary knowledge, the poaching of talent. It is a drama played out in countless offices, a quiet desperation masked by the language of contracts and confidentiality. The court, a solemn arbiter, has now rendered its judgment, a decision sealed for a time, as if to allow the parties a moment of respite before the inevitable exposure.

The figures, diligently recorded by the Securities and Exchange Commission, represent the price on the day, which, as any seasoned observer of the market knows, is a fleeting and often illusory thing.

This Scott Kirby, the CEO of United, had a bit of a moan at Harvard, you see. He was flapping his arms about oil prices, which have shot up like rockets since all the bother in the Middle East. He says it’ll cause a right mess with United’s numbers for the first bit of the year. (United’s stock is down too, a measly 3.3%, but still…down.)

Three names are bandied about – AGNC Investment, Main Street Capital, and Realty Income. Each promises a stream, but each carries its own weight, its own hidden costs. To believe in effortless riches is a fool’s errand. We must examine the foundations, the cracks in the edifice, before committing our meager savings.