After a long break of hoarding cash and pretending restraint was a strategy, we finally dipped back into the market. First buys since February — and clearly, we weren’t in the mood for half-measures.
We started with 25 shares of NexGen Energy (NXE) at $10.86 (CAD) per share. This is the Canadian uranium darling that’s somehow up 3,600% in the last decade. With Canada practically sitting on a glowing pile of uranium and Mark Carney talking about boosting energy exports — maybe even working with India — NXE feels like a bet on the kind of energy nobody admits they need until the lights go out.
Next up: 3 shares of PayPal (PYPL) at $67.27 (USD) per share. Remember when PYPL was riding high in the COVID-fueled e-commerce boom? Yeah, it’s been limping ever since. But the company’s still growing revenue, has turned in some decent earnings, and actually has a roadmap worth squinting at. E-commerce isn’t slowing down, and whether people like it or not, PayPal still has a seat at the table. Consider this a contrarian nod to the comeback kid.
Finally, 3 shares of CRISPR Therapeutics (CRSP) at $56.10 (USD) per share. Yes, the “cure rare diseases with gene editing” moonshot. Yes, the company Cathie Wood has basically stapled to her Ark ETF. But here’s the twist: CRSP has about $1.7 billion in cash on hand, making it one of the least risky bets in the riskiest corner of biotech. If they crack even one rare disease, it’s not just science — it’s portfolio fireworks.
So there it is: uranium, fintech, and gene editing. Nuclear fuel, digital wallets, and DNA scissors. A portfolio diet as balanced (and questionable) as a midnight diner plate. But hey, it feels good to be spending again.
