I don't update this very often, because it can actually change pretty rapidly... But I do understand people like to have an idea. My largest holding is $FRSPF (21+%). This started as a much smaller holding that has grown really well with the overall energy thesis. The company sits at the apex of my bullish oil thesis...it's debt free, sits on govt cash, as well as a pile of its own, its vertically integrated, produces batteries, and its supply is some of the rarest of its kind. Frankly, I wish I could find more companies that were basically a bottleneck for the commodity/energry/EV/Battery narrative that were as well positioned as this one. It also sits inside its customers market so there is very little geopolitical risk here. (US might take over Canada but given Canada's lack of a #2A or military that would take about 5 seconds and the real market for phosphate is in the US anyway) My second largest holding is $MLPNF (15-18%). I've got some of this spread across accounts so calculating exact % is time consuming and doesnt benefit me really...so I don't do it(sorry not sorry). Really similar to FRSPF though... great cash position, world class asset, primo location for dispersing to its market, govt support, high demand and low supply with supply constrained by geopolitical tensions/war. #3&4 are $WTI and $SM probably fit somewhere like 12-15% combined? They are more pure play related to the specific SoH/BAM issues as they are US producers/exporers. $WTI has a nice setup for a short squeeze and the longer term chart is breaking out, $SM had recent M&A activity that is going to really bode well as oil stays higher for longer. $SM is the largest component of $XOP, which I figure might have the most bullish chart of any ETF out there. (a bull pennant inside a bull flag thats inside an inverse head and shoulders pattern spanning decades) The next part of my portfolio is a lot more evenly sliced but generally is going to be somewhere around 5-8% for the top names here and as low as half a percent for the ones at the bottom of the list. I'm a strong believer that higher oil(30% of supply is offline) is going to lead to higher alternatives like gas, coal, solar, uranium... and that people are going to want to store that high value energy in batteries.... and that the high energy prices are also going to drive yield demand from farmers who will seek ferts as the only real way to drive yield to offset the higher costs of land(data centers, subdivisions, and solar farms are gobbling it up), energy and labor. I'm heavily invested in US/North American assets and things that are far away from the SoH/BAM issues. Nationalism is on the rise and it seems prudent to hold companies who are exploring, developing, or producing real assets inside safe jurisdictions. Tech looks toppy, but I do hold some names like $INV or $SMR that are really geared toward data centers, and I like $ENPH for solar/battery...although my preference for batteries lies within lithium, nickel, copper, and phosphate production. Wildfires and high oil prices are good for lumber. I do own one platinum spec play in case I'm wrong about precious metals. $SOUTF $NILIF $APCOF $AKEMF $USCUF $ENPH $MYRUF $INV $BRWXF $PTALF $WFSTF $DLPRF $CYDVF $SMR $GRO $CLRMF $CRECF $KTOS $LAC

Now it makes sense why they aren't releasing it on PC #TechCommunity #MAYC

I miss the mid/late 2000s piss filter in video games #Innovation #ธี่หยดสมิงเขาขวางxLena

#50लाख_का_इनाम Challenge By Sant RampalJiज्ञान चर्चा कब और किस समय दिखाई जाएगी? शनिवार और रविवार, 3 और 4 अक्टूबर 2026 को शाम 7:30 बजे से 9:30 बजे तक। देखें खास वीडियो "शास्त्रार्थ का शंखनाद" Sant Rampal Ji Maharaj YouTube Channel पर।

Samsung Freefrom 4 – A Handset Free From All Complex Features #Tech

🎉 Google was named a Leader in the 2026 @forrester Wave for Public Cloud Platforms, earning the top score in the Current Offering category. Read more and get the report → goo.gle/4rAOHzM

30 years from now, India will be an example of how social media ruined a country. #GadgetGeek #Wassup

Jhené Aiko achieved her first ever No. 1️⃣ album on the @billboard 200 with ‘Westside Whimsy’! This album also made history being the first R&B album by a woman to top the chart this year. Congrats @JheneAiko! ↳ billboard.com/music/chart-be…

My gaming PC be like...

Most people dont see the impact of gemini just because all other model hype in tech twitter Apple choose gemini over others so they are doing something right

Almost had a heart attack when this showed #Innovation #FutureTech

Safe haven is $GLD and sometimes $BTC when the dollar breaks. $ETH ripping on a CPI Friday is risk appetite not refuge. It can trade like high beta tech with a settlement layer. That is not haven behavior. Haven holds when hike odds go to 85% and everything else leaks. Today everything else bid too. $ETH $BTC $GLD $DXY

Don’t give up. You are loved. #TechCommunity #AI

Kylie Jenner reveals she’s been building her dream Italian home on a $15,000,000 property in Hidden Hills for six years “I bought the property in 2020. I really wasn't going to post about it but it's kind of all over the internet anyway” “My landscaper is Jim Hyatt who did the San Ysidro Ranch so we kind of copied what he did for them” “It's lavender, which will grow in way more by the time I move in and these old ancient olives for the entry, which I'm obsessed with” “This reclaimed cobblestone for my driveway is so unreal” “My beautiful dream Italian home”

The Linux kernel has surpassed one million git commits #Technology #JAMESxPRADA

Enzo Fernández makes his debut for Man City 🇦🇷

Land LAN #Technology #วาดฝันวันวิวาห์ตอนจบ

Galaxy Watch 7 owners in the US say the One UI 9 Watch beta is rolling out now — redesigned Wearable app, Cardio Load, Sleep Vitals, Trackback navigation. South Korea rollout reported but unconfirmed. Seeing it yet?

LATEST CSP IS INDEED VIABLE NOW! #Technology #YEntertainAwardsxLenaMiu

And so it begins... No thanks #Technology #NamtanFilmFancon