Cunaplus_M.Faba/iStock via Getty Images Performance During the third quarter of 2025, Night Watch Investment Management LP appreciated by 4.28% net of fees. YTD performance stands at 25.88%. In Q3, we continued to build on our strong performance of the first half of the year. Our largest contributors included Haypp, Western Digital Corp, Distribution Solutions Group (DSGR) and AAR (AIR). Our largest detractors included GOGO (GOGO), Marex (MRX) and Endava (DAVA). Marex and GOGO were strong performers in ...

Bitcoin Holds 2-Month High Above $120k, This Crypto Stock Soars 150% 10/02/2025Bitcoin, cryptocurrency prices continue to rally amid government shutdown. Bakkt... The S&P 500 powered higher this week despite the U.S. government shutdown, ending Thursday at a record high 6,715.35. Western Digital, Bio-Techne, Coinbase, Charles River Labs and Fair Isaac led the week's gains for the index through Thursday. S&P 500 Leaders Western Digital (WDC) spiked nearly 23% for the week through Thursday, pushing to all-tim ...

Market Overview - Stock markets are showing signs of nervousness at all-time highs, with companies experiencing significant corrections despite strong earnings reports [1] - This situation serves as a reminder for investors to exercise caution and consider deploying strategies to mitigate risks [1] Analyst Background - Gary Alexander has extensive experience covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry trends [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications, with his articles reaching audiences through popular trading apps like Robinhood [1]