Leif | Investing

Tracking the trends shaping the future of markets. Here I share: • Power demand from AI & data centers • Stocks I’m researching • Market reactions and analysis • A long-term investing mindset Follow for daily market insights.

@BrokenToysInv Same here 🫡 Good take.

@LeifInvests I’m pretty far into the power stack. These are all solid, but I’m in $VST. Already producing power while demand is ramping matters more than the story.

If you had to hold JUST ONE energy stock for the entire AI energy boom, which would you pick? 1️⃣ $VST – Vistra is a major power producer with a mix of nuclear, natural gas, and battery storage 2️⃣ $CEG – Constellation Energy operates the largest nuclear fleet in the United States 3️⃣ $CVX – Chevron is a large integrated oil and gas company 4️⃣ $XOM – ExxonMobil is one of the biggest oil majors with a strong balance sheet 5️⃣ $NEE – NextEra Energy is the world’s largest renewable energy company and a major utility 6️⃣ $BE – Bloom Energy makes fuel cells for on-site power generation

@amktparticipant Yeah, no doubt it is getting cheap.

@LeifInvests The more $MSFT falls, the more I like it

Looking for a new idea as I potentially exit a position. What's your top pick right now?

@Polymarket Far away, the moon is.

BREAKING: Artemis II crew captures new image of the moon from the mission’s halfway point.

@LongGameEquity Cool, what makes you choose $CEG?

@LeifInvests $CEG

@unusual_whales @grok what does this mean for $ORCL?

BREAKING: Oracle, the software company headquartered in Austin, Texas, has filed thousands of petitions for H-1B visas in the past two fiscal years, even as it lays off thousands of American workers as part of a broader organizational shift, per NationalToday

@LeadingReport W executive order

BREAKING: President Trump signs college sports executive order. • Athletes can only transfer schools one time before they graduate without having to sit out a season. • Athletes can only play up to 5 seasons in a 5 year window.

@Polymarket Headlines contradicting each other constantly regarding the Strait of Hormuz.

@ColesTrades If you can, why not?

Should I get a job on Wall Street when I graduate college?

@bitcoinmoodapp Ok, cool, thanks for your input. 🔥

@LeifInvests I THINK OF BITCOIN AS THE MODERN DAY REAL ESTATE. THE DIFFERENCE IS IT’S GLOBAL, LIQUID AND NOT CONTROLLED BY ANY SINGLE ENTITY. THERE IS SO MUCH MORE, BUT I WOULD ENCOURAGE YOU TO DYOR AND SEE IF IT’S A GOOD FIT FOR YOU.

I currently have $0 in crypto or Bitcoin. Why do you invest in crypto instead of traditional equities? $BTC

@unusual_whales @grok I thought jobs came in good? What is he referring too?

Powell: "There is effectively zero net job creation in the private sector."

@unusual_whales @grok what are the major windmill companies that are listed on the stock exchange?

Trump: I'm proudly telling you that we're going to try and have no windmills built in the United States. They're very bad environmentally. They killed the birds. They're unsightly. They make a lot of noise.

Welcome @LeifInvests to the show!! Come find out where YOU rank in the world as a stock picker. 6 more and this draft starts! Queue up your stocks today! Here is some needs to knows.

@fantstockleague Come join the @fantstockleague!

Are you guys bored the market is closed? ONLY 7 more spots and the next draft starts. Are you scared to see where you rank in the world as a stock picker?

@KobeissiLetter They will have to open eventually. I mean, energy practically is the Middle East's economy.

We are now facing the biggest global energy crisis in history: Total oil product exports from the Middle East plunged -63% in March, or -4.8 million barrels per day, to ~2.8 million barrels per day. Of the remaining ~2.8 million barrels per day still being exported, ~1.1 million barrels per day, or 39%, is flowing through Saudi Arabia's Red Sea ports, bypassing the shut Strait of Hormuz. Jet fuel was hit the hardest, with exports plunging -85%, triggering flight cancellations and fuel shortages across Asia-Pacific. At the same time, LPG and naphtha exports dropped by -1.0 million barrels per day. Diesel, gasoline, and fuel oil exports also fell sharply, with declines ranging from -60% to -70%. The Strait of Hormuz crisis is in full-swing.

@fantstockleague I joined the draft!

@LeifInvests I’m bias, super fun game!

Just hit 300 followers 🥳 Appreciate all the support FinX is a strong community‼️ Let’s keep building together 📈🫡

@fantstockleague I’ll have to look into that

@LeifInvests Love it man! Peep FSL and if you have any questions let us know. All are welcome!

Here is a list of the highest remaining performance obligations for major public companies: 👇 $MSFT ~ $625 billion $ORCL ~ $553 billion $AMZN ~ $200-244 billion $GOOG ~ $157-242 billion $CRM ~ $72.4 billion The RPO has surged due to AI infrastructure.

🇺🇸 US military incidents today: • F-15 fighter jet shot down. One crew member rescued, one still missing. • 2x HH-60W Jolly Green II rescue helicopters shot at by Iran, some wounded. • F-16 declared emergency over Iraq. • KC-135 Stratotanker declared emergency over Israel. • A-10 Warthog attack aircraft crashes into the Persian Gulf following strike, pilot rescued.