2026 is 13% over already. Are you locked in?

Your mission: defeat inflation with your portfolio.

Your tools: every stock on the stock market.

That’s a lot of options, but we’re here to help you make sense of it all.

In this issue:

Let's get into it.

This is not financial advice. Always do your own research. Past performance doesn’t guarantee future results.

In partnership with Silver Viper Minerals

The world's largest primary silver producer has quietly acquired a 17% stake in a small-cap exploration company advancing projects in Mexico's most productive mineral belts. Not a royalty. Not an earn-in. A direct equity position - the kind of move majors seldom make unless they view the upside as worth owning outright.

Moves like the 17% acquisition don't guarantee outcomes - but they do reveal where experienced operators believe future value could emerge. And in a market defined by rising demand and constrained supply, positioning can matter long before the story becomes widely understood.

Review the company that secured a 17% stake from a global major →

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US markets were closed Monday for Presidents' Day. Last week, markets closed in the red, rattled by AI disruption fears that spread from software to wealth management to logistics. The S&P 500 slipped 1.4%, the Nasdaq dropped 2.1%, and the Dow fell 1.2%.

Nebius (NBIS) has been highlighted by AltIndex for its massive uptick in hiring: Active job posts on Linkedin have doubled since last year, and the company has also started listing jobs on Glassdoor. Moreover, NBIS employee sentiment has risen from 62% positive to a massive 90% in the same time frame. See the full breakdown here →

The Pentagon is threatening to cut ties with Anthropic over the AI firm's insistence on maintaining certain safeguards on how the military uses its models, Axios reported Saturday.

One Polar Capital fund manager who beat 99% of peers is calling application software "an existential threat." Nick Evans sold out of SAP, ServiceNow, Adobe, and HubSpot, saying AI coding tools have improved so much that companies can now replicate existing software internally. His portfolio is now 70% semiconductors and data center infrastructure plays.

California is importing gasoline from the Bahamas to work around refinery closures and the Jones Act. The state imported more gasoline in November than ever before, with over 40% coming from the Bahamas. With Valero set to close another Northern California refinery this spring, the workaround is becoming a permanent feature of the state's supply chain.

Oil ticked higher as Iran conducted naval drills in the Strait of Hormuz ahead of upcoming talks with the US.

Friday's PCE report headlines this week's calendar, with investors looking for confirmation that inflation is cooling after January's CPI came in below expectations. Walmart earnings drop Thursday and will offer a fresh read on consumer spending under new CEO John Furner.

“Like it or not, xAI has built a computing powerhouse with an extensive reach for the data needed for continuous improvement and new features.”

The collectibles market surged nearly 30% in 2025, now representing one in six toy sales, with licensed IP collectibles outperforming other toy categories by 10-20 percentage points. Funko has sold over 1 billion Pop figurines across 900+ active licenses, and its new CEO, Josh Simon sees no slowdown ahead.

The driving force: "kidults." Nearly 40% of adults bought toys for themselves in 2025, with that figure jumping to 65% among 18-34 year olds. Simon argues that as the world becomes increasingly digital, physical collectibles gain value as tangible assets worth holding and gifting, creating a counterbalance to ephemeral online content.

Funko's 2026 lineup includes figures from "The Mandalorian and Grogu," Netflix's "One Piece" Season 2, and upcoming Marvel and Disney franchises, each representing potential appreciation opportunities for collectors who understand fandom dynamics and IP lifecycles.

Jasper is building a modern grief support platform that blends community connection, expert care, and AI-powered personalization to help people navigate profound loss, starting with the widely shared experience of pet bereavement. The app offers peer support, tailored guidance, and tools designed to meet users where they are on their emotional journey.

With a clear early user base and organic growth through word-of-mouth referrals, Jasper aims to expand its platform into the broader grief market, an underserved segment of the mental health ecosystem, by scaling community features, expert access, and personalized AI support.

See the campaign →

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Cheers,
Brandon & Blake of Invested Inc