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The filing with the Securities and Exchange Commission reveals that Aubrey Capital Management Ltd. effectively eliminated its stake in MercadoLibre, reducing its holdings to zero. The estimated value of the transaction, $13.18 million, represents 4.15% of the fund’s assets under management. The decline in value, while significant, is perhaps less remarkable than the decision itself.

Units of MSFT purchased: 15. Hours spent staring at charts, questioning life choices: 7. Number of times I’ve told myself “this time it’s different”: Numerous.

The market, it seems, had pre-ordained Boston Scientific to deliver guidance so spectacular it would bend the very fabric of spacetime. And when it didn’t quite manage that – falling a minuscule distance short of expectations for Q1 and 2026 – a collective sigh of disappointment rippled through the trading floors. It’s as if everyone was expecting a perpetual motion machine and got a very efficient, but ultimately finite, engine. (Which, let’s be honest, is still quite an achievement. Perpetual motion is notoriously difficult to achieve, mostly because of the laws of thermodynamics, and also because cats keep interfering.)

The filing, dated February 2, 2026, reveals this quiet addition to their holdings. A transaction, like so many others, lost in the endless churn of the market. The fund’s value, predictably, rose accordingly. A small victory, perhaps, but one built on the bedrock of other people’s debts. It’s the way of things, isn’t it? A rising tide lifts all boats, even those with a leak or two.

Forget everything you think you know about computing. These aren’t just faster calculators. We’re talking about machines that exploit the fundamental weirdness of reality. D-Wave, the old guard, is pushing electrons around superconducting loops – a kind of cryogenic ballet, if you will. It’s simpler, cheaper to build, but operating that beast? It’s like trying to cool a supernova with a hair dryer. They’re focused on ‘quantum annealing’ – basically, finding the least inefficient way to do things. Which, let’s be honest, describes most of my Mondays.

Look, I’ll admit, I underestimated the AI thing. I thought it was going to be all self-driving cars crashing into things and robots stealing our jobs, but it turns out, it’s just a really expensive way to make chatbots sound slightly less robotic. I did buy some Nvidia last April, mostly because I felt left out of the party, and yes, it’s done okay. But let’s not pretend this is some brilliant investing move. It’s more like accidentally ordering the winning lottery ticket.

The third quarter of fiscal year 2026 has yielded a revenue of $185 million, a 3.4% increase. Adjusted earnings, a paltry $0.12 per diluted share, have crept upwards from the previous $0.11. The analysts, those pragmatic soothsayers, anticipated a mere $0.09 on sales of $180 million. They are, predictably, caught off guard. Management, with a boldness that borders on audacity, has issued fourth-quarter guidance exceeding even the most optimistic projections. But what does it all mean? Is this a genuine blossoming, or merely a gilded façade concealing a deeper malaise?

The quarterly report detailed a mere 4% increase in revenue, reaching $251 million – a figure that, shall we say, failed to ignite the passions of the investing public. But observe the paradox! Earnings per share, defying expectations, leaped forward by 19%, landing at $3.40. A phantom gain, one might argue, conjured from thin air. But no, it was a meticulous refinement of margins – a tightening of the belt, a ruthless efficiency – that achieved this improbable result. Gross margin swelled to 28.4%, a subtle but significant ascension from the previous year’s 24.7%.

OpenAI’s fate, its blossoming or withering, casts long shadows. Its trajectory will inevitably sculpt the fortunes of many. Yet, within this grand unfolding, certain infrastructures stand to benefit, to draw sustenance from the rising tide. Three, in particular, appear poised to capture a portion of this burgeoning wealth.