Ronnie Livesay

A fans video of Zverev taking his insulin during the changeover in his match against Sinner. Zverev has lived with Type 1 diabetes since the age of 4, he needs regular insulin injections to regulate his blood sugar levels. He is a true inspiration. 🙏

Never been more clear it's not Red vs Blue, It's a uniparty of elitists vs Me & You! When will WE THE PEOPLE actually unite, demand our representatives actually represent our best interests, & stop with the partisan nonsense. We need a system overhaul. How bad does it have to get before that happens?

$TE - 0.7% - Solar energy $GDX - 0.5% - Gold miners Trying my best to simply tread water in these crazy times until Operation Epic Fuck Up ultimately ends one way or another. #protectyourwealth

$GTBIF - 1.3% - Cannabis MSO $GLASF - 1.2% - Cannabis producer $AMD - 1.2% - AI / Semiconductors $WEAT - 1.2% - Wheat $PLD - 1.1% - Warehouse REIT $LNG - 1.1% - Natural gas $ROKU - 1.0% - Streaming $OUST - 1.0% - Digital LiDAR $WRBY - 0.8% - Eyewear retail

Current portfolio allocation: Cash - 43.0% $HGRO - 6.1% -Hedgeye growth ETF $HECA - 4.7% -HE go-anywhere ETF $IAU - 4.6% - Gold $XLU - 3.4% - Utility ETF $AMLP - 3.1% - Pipeline ETF $AAPL - 3.0% - Tech / Retail $JNJ - 2.9% - Healthcare $PEP - 2.2% - Consumer staples

Final move of the week: Reducing my $IAU position on the rip in gold today with its volatility still in the danger zone. Using the majority of the proceeds to initiate a position in $WEAT as food inflation is projected to increase moving forward.

Third move of the week: Locking in profits and reducing $PLD to my minimum due to its sensitivity to rising interest rates. Using most of the proceeds to initiate a position in $LNG so as to have a pure play on natural gas moving forward.

First move of the week: Swapping $NVDA to $AMD and using this move to also add slightly to $AMLP while raising a little more cash.

@SamofAmerica @rev_cap Thanks Sam!

@R34Legend @rev_cap In inferencing, where CPUs are critical, yes, AMD will have share as well as INTC But it is going to be a massive market and NVDA has an edge with an integrated system combining SRAM, DRAM, networking, software

@SamofAmerica @rev_cap Is there also any chance that investors are starting to sniff out that $AMD is becoming more and more of a threat to the overall market share of $NVDA moving forward? It would appear this might be the case based on current signal strength on a trade duration.

It may be as simple as investors were all over this in 24 and 25 when gpus were the bottleneck That’s not the case anymore Bottlenecks are memory and energy. Also, changes in networking architecture mean there is an emerging S curve going from copper to optical So investor focus is on other shiny toys

$TE - 0.8% - Solar energy $GDX - 0.5 - Gold miners With volatility levels of nearly every asset class in the danger zone, any progress or setbacks in Operation Epic Fuck Up (typo intended) from here could send us up or down 5-10% IMHO 🤷‍♂️ #protectyourwealth

$GTBIF - 1.4% - Cannabis MSO $PM - 1.4% - Nicotine / Tobacco $ADM - 1.3% - Agriculture $GLASF - 1.2% - Cannabis produce $ROKU - 1.1% - Streaming $OUST - 1.1% - Digital LiDAR $CELH - 0.9% - Energy drinks $WRBY - 0.8% - Eyewear retail

Current portfolio allocation: Cash - 42.8% $HGRO - 6.0% -Hedgeye growth ETF $IAU - 5.8% - Gold $HECA - 4.6% -HE go-anywhere ETF $XLU - 3.3% - Utility ETF $AAPL - 3.0% - Tech / Retail $JNJ - 2.8% - Healthcare $AMLP - 2.6% - Pipeline ETF $GOOGL - 2.2% - AI / Tech

Fifth move of the week: Locking in long-term gains and fully cashing out of the remainder of my $SLV position now that silver has flipped to bearish trend Using some of the proceeds to boost $IAU with gold still (barely) bullish

Taking small losses and fully cashing out of $TLT and $VCLT so as to have zero bond exposure for now. Using some of the proceeds to initiate a position in $ADM while also boosting both $IAU and $AMLP

First move of the week: Taking the loss and fully cashing out of $GS so as to have zero exposure to financials moving forward. Splitting the majority of the proceeds between $JNJ and $AMLP