“You can never have too many beautiful things”. A love for the well written and well read. Maintaining my rigid flexibility. Window to my soul see above....
United States
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@ashonzay_7 decided to refresh a couple posts I had a phenomenal day and week! Good looking out I trust you equally held your ground. Looking at the supply chain I also reached into $avpt as support reporting next week. thoughts?
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I tip my proverbial hat to those who use situational awareness #sa to save lives — Perception, Scanning Environment, Comprehension, Projection. You truly are special @ArmyVetStrong @airforce @flywithaopa @veteransunited @NavyVet @AFSpecOpsCmd @USArmy @NavySEALfnd @USCG @USMC
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Loveliest of stays thank you Pensacola Beach Resort. From smooth check in to morning coffee to lunch by the poolside you will be treated warmly. @BeachsidePB 👙@cityofpensacola @PcolaChamber
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Angelina retweeted
Josh Gottheimer (D) just disclosed up to $1.1M in Microsoft call options expiring June 2026
Before Congress, he was an executive at Microsoft $MSFT
Gottheimer also sits on the House Intelligence Committee, where he receives classified briefings on cybersecurity and AI. Microsoft is one of the largest cyber and cloud contractors for the federal government
He also sits on the Financial Services subcommittee for Digital Assets, Financial Technology, and Artificial Intelligence
We'll see where this goes from here
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Very few talk about the anxiety of ownership - when to buy, when to sale, weekends of no control, crypto hype, etc. Fundamentals matter but discipline and focus equally matter that is the ability to block out the noise. Great post!
Investment Wisdom
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#facts I deal with facts! Great share
In 1994, Peter Lynch gave a 1 hour masterclass on Stock Picking. He gives the secrets to his multibaggers:
Taco Bell - 42x Return
Ford Motors - 10x Return
Dunkin Donuts - 7x Return
Watch this here:
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I’ve been a Hightower @Stephanie_Link follower for a long time. $vrt was an excellent pick thank you! @cnbc
$VRT: data center story alive and well - Orders came in at $8.4bn, up 252% Y/Y and +117% Q/Q, crushing expectations for roughly $4bn. Backlog stands at $15bn vs. more bullish bogeys in the $10.5-11bn range.
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Angelina retweeted
This concept that AI is a race to a finish line is foolish..what was the endpoint of the computer race? There wasn't one.
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Angelina retweeted
Blackstone $BX COO Jon Gray described the next ‘big thing’ across three categories:
1) Chips
2) Data Centers
3) Power
They've projected a 40% increase in US electricity demand over the next 10 years.
The first two categories depend entirely on the third, making electricity demand a critical driver for the future
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@BloombergTV @mattmiller1973 @lisaambramowicz1
Watching Matt talk about Apple this morning
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RT @Stephanie_Link: It won't take much for the housing sector to move higher: Mortgage applications rose to a 3 mo high as rates fall to 3…
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