These advanced chips, you understand, are not merely faster; they are more efficient. They consume less power, allowing for more calculations per watt, and thus enabling the ever-increasing demands of our digital deities. AI, that ambitious pretender to human intellect, requires these chips in ever-growing quantities. And where does one find these essential components? Why, from ASML, of course! A most convenient arrangement, wouldn’t you agree?
According to the official scrolls (otherwise known as an SEC filing dated February 13, 2026), Black Creek has increased its stake in FTI Consulting. The aforementioned 402,008 shares represent a tidy sum, and the fund’s total holding in the company has swelled by $74.83 million, a figure that accounts for both the transaction itself and the fickle whims of the market. It’s a bit like trying to herd cats – you can nudge them in the right direction, but they’ll still insist on occasionally chasing dust bunnies.
My observations, drawn from a portfolio I call Voyager, tend to focus on those very companies—the ones the market has, for the moment, forgotten. It’s a melancholy pursuit, admittedly. One finds, more often than not, that the market is remarkably efficient at discovering opportunities. Even Intel, a name once synonymous with innovation, has enjoyed a brief resurgence. Yet, one wonders if the underlying issues – the quiet compromises, the missed turns – have truly been resolved, or if this is merely a fleeting reprieve.
Brookfield Infrastructure, Enterprise Products Partners, and Realty Income – they aren’t names that set the heart racing, no. They don’t promise overnight riches or a ticket to easy street. But they offer something more substantial: a reliable return, built on the bones of necessity – pipelines, toll roads, the roofs over people’s heads. These are the things that hold up when the wind blows hard.
Seems Napean, in their infinite wisdom, trimmed their Chime holdings. Down from a respectable pile to a measly 11,878 shares. They’re left with a bit of pocket change, really. Based on the average price in the last three months of 2025, the sale amounted to roughly $9.56 million. It’s like taking a handful of sweets from a very large jar – you still have plenty, but the jar looks a bit emptier, doesn’t it?
The numbers, as they always do, tell a story, though one incomplete without the weight of expectation and the scent of desperation. Shares plummeted this week, a loss of 18.9% according to the meticulous records kept by S&P Global Market Intelligence. It was a fall not unlike the slow erosion of a cliff face, each grain of sand representing a lost opportunity, a diminished hope. The air itself seemed to thicken with a metallic tang, the taste of unrealized potential.
One might suggest that a business devoted to the repair of automobiles is, shall we say, lacking in romance. Yet, it has delivered a return of 58,000% since its initial offering in 1993. A vulgar display of prosperity, perhaps, but undeniably effective. It seems the public, despite its pretensions, remains stubbornly attached to its vehicles.
The recent agreement with OpenAI – a collective of alchemists seeking to distill intelligence from silicon – is particularly curious. A commitment of three hundred billion units of currency to construct data repositories… a labyrinth of servers and cooling systems. It evokes the Library of Babel, but instead of containing all possible books, this library will house all possible permutations of artificial thought. A bold, and potentially infinite, undertaking.
The acquisition of 5,874,257 shares represents a significant 19.52% allocation within Napean’s 13F reportable assets. Such a concentration is rarely undertaken lightly, especially when directed towards a venture so recently humbled. One is compelled to ask: what compels an investor to place such faith in a narrative the broader market has already deemed suspect? The answer, as is so often the case in these matters, lies not in simple calculation, but in a judgment of character – the character of the company itself, and the potential for a revival.
Broadcom (AVGO 1.87%), a name that lacks the seductive shimmer of its silicon brethren, has, for some years now, performed with a quiet, almost disdainful efficiency, outstripping the S&P 500 with a composure that borders on the insolent. Recent currents, those subtle shifts in the technological ether, suggest this trajectory will continue. A dip, a momentary yielding to the prevailing panic? An opportunity, naturally. Especially considering the enduring, rather prosaic, necessity of chips—even in an age obsessed with the abstract.