Berkshire’s Shadow Play

Buffett built an empire on value. On patience. On waiting for the other shoe to drop. But the game has changed. The market isn’t about waiting anymore. It’s about leverage. About squeezing every drop out of a rising tide. And that brings us to the Direxion Daily BRKB Bull 2X ETF. A fancy name for a double-edged sword.

Navitas Semiconductor: A Study in Valuation and Promise

Navitas, in its essence, is a maker of semiconductors, those minute controllers of energy which now govern so much of our lives. They have, until recently, focused on the fleeting world of consumer devices – the smartphones, the tablets, the ephemeral pleasures of modern convenience. But such markets are fickle, demanding constant innovation and offering diminishing returns. A wiser course, it seems, is to seek sustenance from the more substantial, if somewhat aloof, world of data centers. These are the cathedrals of the digital age, and Navitas hopes to provide a portion of the power that will illuminate them.

ServiceNow: A Bit of a Sticky Wicket

The blokes running the show – puffed-up peacocks, every last one of them – are keen to point out that everything is still ‘spectacular.’ Spectacular, they say! As if throwing money at a problem makes it disappear. They’re churning out these ‘subscriptions’ – little digital chains binding businesses to their services – and the numbers are indeed rather plump. But numbers, my dear reader, can be awfully deceptive. Like a magician’s rabbit, they can vanish into thin air if you’re not careful.

Pfizer: A Dividend and a Dilemma

To purchase Pfizer shares now is to secure roughly two-thirds of the mythical 10% annual return investors perpetually chase. A tidy sum, certainly. And if one diligently reinvests those dividends, it’s akin to acquiring more shares while the market regards Pfizer with a certain… skepticism. Should the stock regain its footing, one would be, as they say, leveraged. It’s a scheme not unlike selling seashells by the seashore – charming, but dependent on a gullible public and favorable tides.

Figma: A Bargain or a Schmaltz?

But hold on! A recent earnings report caused a bit of a kerfuffle – a little jump in the stock price. Is this the turnaround? Is this where we start building a fortune? Or is it just a temporary reprieve before it plummets faster than a comedian’s career after a bad joke? Let’s dig in, shall we? I’ve got my magnifying glass, my abacus, and a healthy dose of skepticism.

Lemonade: A Seed in the Algorithmic Wind

They speak of a tenfold increase in ‘in-force premium’ over the coming decade. A bold ambition, certainly. One might ask if such exponential growth is truly sustainable, or merely a phantom bloom in the springtime of venture capital. Yet, the numbers themselves are compelling. A surge in premium, a swelling tide of policyholders. It is not simply about scale, though that is undoubtedly a factor. It is about a shift in perception, a willingness to entrust one’s security to a system that prioritizes efficiency and transparency.

Axogen and the Curious Case of HighMark’s Holdings

The filing, dated February 4th, 2026 – a date which, I am assured, is perfectly ordinary, despite a peculiar alignment of the planets – reveals an increase in HighMark’s position. Approximately four million dollars’ worth of Axogen was added to the portfolio, bringing the total holding to eleven point two million. A sum sufficient, one imagines, to purchase a small principality, or at least a rather comfortable collection of samovars.

A Golden Comedy of Errors

A scene of financial intrigue

Now, one would expect, in times of such financial caprice, a prudent retreat to the sanctuary of bonds, a bolstering of the treasury against the tempest. But observe the peculiar folly! The very same market, which so readily embraces the glitter of gold, continues to bid up the prices of shares, as if defying the very laws of economic reason. And the bonds? They remain stubbornly unmoved, a chorus of indifference amidst the clamor. It is as if investors, possessed by a whimsical fancy, have decided that gold shall be their sole protector, abandoning the time-honored tradition of diversification.

A Spot of Bother and Some Rather Promising Stocks

Microsoft (MSFT 3.35%), now, is a name that needs no introduction. It’s everywhere, isn’t it? One can scarcely turn around without bumping into a bit of Microsoft software. They’ve been posting results that are, if I may say so, rather impressive, with a growth spurt of 17% in the last quarter. And yet, the market seems to have given it the cold shoulder of late. A most peculiar state of affairs! It’s as if someone decided a perfectly good bowler hat was suddenly out of fashion. This, my dear reader, presents a golden opportunity. At 24 times forward earnings, it hasn’t been this affordable in nearly three years. A splendid time to acquire a few shares, wouldn’t you agree?