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Their gross box office was $1.28 billion. A lot of dollars. They think it will be $1.4 billion next year. More shuffling. The stock has tripled in two years. Which is… something. Most things triple eventually, if you wait long enough. Even sadness. The movie theater business isn’t exactly thriving, but IMAX is doing okay. People say they’re more likely to see a movie if it’s on IMAX. Seventy-six percent, they claim. A statistic. Probably true. Or not. It doesn’t really matter, does it?

The filing, dated February 13th, 2026 – a date, I note with a shiver, that feels strangely pregnant with significance – reveals this acquisition. The sum, $8.04 million, is, of course, a mere abstraction, a collection of digits representing the hopes and anxieties of countless individuals. It is, in essence, a phantom fortune, shimmering and elusive. That this phantom now resides, at least partially, within the coffers of OR Royalties is a fact worthy of some contemplation. The quarter-end valuation mirrors this initial investment, a curious symmetry that suggests either profound insight or a remarkable stroke of luck. One wonders if the accountants involved employed a divining rod alongside their abacuses.

A year gone by has halved its worth, and that’s a hard reckoning for those who chased the high water mark. Sentiment hangs heavy in these parts, and a rally like those we’ve seen, a sudden blossoming, feels like a distant memory. It’s a long stretch of dry land between booms, and a man has to consider if the rain will ever come again.

TSMC, it is true, stands as the principal architect of the most advanced AI accelerators, collaborating with the foremost designers to bring these creations to life. Nvidia, Apple, even the ambitious Intel – all depend upon the precision of TSMC’s foundries. This dependence, however, is not a sign of strength, but a precarious arrangement, a web of reliance that threatens to ensnare all involved. The forecast of this 60% growth, delivered with the confidence of those who measure progress solely in numerical terms, arrived in 2024, a prediction that remains, as yet, unconfirmed by the cold, hard reality of ledger books. Market share, it is reported, has indeed increased – from 64.9% in the third quarter of 2024 to 71% in the subsequent year. Samsung, its closest competitor, has seen its share diminish. Yet, what is market share but a measure of control, and what is control but a temptation to excess?

Six point seven seven percent. A fraction, yet a holding. A claim staked upon the dwindling embers of an age. It is as if Apis, with this purchase, is not merely investing in Garrett Motion, but preserving a memory. A testament to the internal combustion engine, that tireless heart of the twentieth century, now beating a slower, more deliberate rhythm.

The fund’s new position in Elemental represents roughly 3.95% of their 13F reportable assets as of December 31st, 2025. Not a king’s ransom, but enough to raise an eyebrow. It’s a royalty play, see? They don’t get their hands dirty digging ore. They collect a percentage. Cleaner business, in theory. But leverage works both ways. The market doesn’t hand out free lunches. It just disguises them with complex filings.

CVS Health had a good 2025, apparently. Seventy percent gains. Which, in the grand scheme of things, just means they managed to extract a little more money from the system. Now they’re trimming things back, scaling down their Medicare Advantage business. It’s like a bear realizing it’s gotten a bit too comfortable raiding the picnic basket. They’re also exiting the Affordable Care Act marketplace. Smart. Less paperwork, fewer angry phone calls. My aunt Mildred was on one of those plans, and I still have nightmares about the pre-authorization forms.

The fourth quarter saw Reddit pull in $726 million, a figure that would have impressed even the most avaricious dragon. The bulk of this came from advertising, which, let’s be honest, is the lifeblood of most digital realms. Ad revenue jumped 75% to $690 million. The growth rate even accelerated from the previous quarter. One might expect the market to reward such performance with a shower of gold coins. Instead, it appears to be offering a politely worded ‘wait and see.’

Joby’s aircraft, all electric and sleek as a black cat, promises to cut hour-long traffic jams down to minutes. Two hundred miles per hour, they claim, with a range of a hundred. Sounds good on paper. Paper, however, doesn’t account for sandstorms, regulatory hurdles, or the simple fact that people are often their own worst enemy. Four passengers at a time. Cozy, like a crowded elevator.

This isn’t merely a fluctuation in a ledger; it’s a glimpse into the anxieties gnawing at the edges of this new economy. Dogecoin (DOGE 6.43%), that emblem of internet whimsy, has fallen back below the ten-cent mark. The question isn’t whether it will fall further, but why it ever climbed so high, and what that says about the hunger for easy gains in a world offering precious little genuine security.