It has certainly been a busy week adjusting my Double Bubbler portfolio based on recent events (or lack of in the case of EVTL) and I can confirm that activity…
Double Bubbler: ‘Less than $10k to $1m’ Challenge Share Trades
For various reasons I have decided to make some trades today. Of late I have been increasingly conscious of the keen timescales (i.e. short term!) I have set for hopefully…
Double Bubbler: Share Sale News
As some will have read in my recent Musings on Vertical Aerospace post, I stated that a more cautious investor ‘may have decided to sell given the current circumstances’ and…
Artificial Intelligence – Another Future is Possible
Given what I observe of the world with its apparent acceleration towards more widespread authoritarianism, with many people deceived, manipulated, and in many cases cheated by various of those who…
Allenby Capital: EnSilica Plc – Siemens contract running ahead of schedule
On 5 February, EnSilica announced that a design and supply contract with Siemens AG, awarded September 2024, has reached the production tape-out milestone. This marks the completion of the design…
Invinity Energy Systems: All About That BESS
You’ll have to forgive the Meghan Trainor reference in the title, I couldn’t resist. This article isn’t all about that bass, it’s all about that BESS. Battery Energy Storage Systems,…
Musings on the so called ‘Great Rotation of 2026’
The US markets are starting to remind me of late 2021/22 where significant capital moved out of US growth stocks, and many popular US stocks at the time declined notably…
Upstart Holdings: Strong Fourth Quarter and Full Year 2025 Results
“In 2025, we grew originations 86% and revenues 64% while growing headcount just 18% — a ratio any business would die for. And we re-established Upstart as a strongly profitable…
Reddit: Impressive Growth in Weekly Users & Average Revenue Per User
I am still somewhat miffed with the market’s response to Reddit’s superb Q425 and FY25 results last week. Q4 Revenue grew 70% year-over-year to $726 million. 2025 Revenue grew 69%…