Jaswanth Shetty

🚨The Pentagon just dropped a $75B drone budget — the largest in history. Here's what it means to your portfolio and what you need to watch across the full drone supply chain 📷$KTOS $AVAV $ACHR $JOBY $LMT $AMZN — and 20+ more Save this. Share it. React fast.

$MU hahahahaha

@SurmountInvest BlackRock and "Strategy" (MicroStrategy) are essentially front-running the next macro cycle. $BTC is at key level. 77k-79K, looks to be very crucial level. Any strong close above, signals bullish trend. Or, can expect a consolidation before the next leg.

BlackRock quietly scooped $900M in Bitcoin last week and the numbers tell a bigger story than most realize IBIT purchased 11,000 BTC in just 7 days, while the entire Bitcoin network only produced 6,300 BTC in that same period. One ETF is absorbing nearly 2x the weekly mined supply. This isn't a one-off either. IBIT has now crossed $61B in total AUM with over 800,000 BTC, making BlackRock the single largest institutional Bitcoin holder on the planet. What makes this even more striking: BlackRock's average ETF investor cost basis sits around $87,000 yet they're still buying with BTC trading below that level. Institutions aren't panicking. They're accumulating. And BlackRock isn't alone. Strategy (formerly MicroStrategy) disclosed a $2.5B Bitcoin purchase earlier this week, bringing its total to 815,061 BTC its third-largest acquisition on record. Zoom out and the picture gets clearer: spot Bitcoin ETFs just recorded their first monthly inflow of 2026, ending a 4-month streak of outflows. The marginal buyer is no longer retail, it's wealth advisors and institutions moving capital through regulated ETF products. When one institution consistently absorbs more BTC than the entire network mines, available supply tightens. The structural shift is real, and it's accelerating. (NFA)

Daily life hacks that actually slap (20-40 edition): - Put your phone on grayscale at 9pm. Your brain thinks it’s 2012 and suddenly wants to sleep. - Keep a ‘weird win’ jar. Drop in notes of tiny victories. Read them when you feel like a failure. Save this. Your future self (less broke, less tired) will thank you. Which one are you trying tomorrow? 👇

Nvidia stock closes at record, pushing market cap past $5 trillion $NVDA

Stock sits at a crucial multi year support, if the thesis above is executed well, we can see a sharp, but there seems to be a consolidation for some time.

Which takeaway resonated most? SaaS disruption Context > Models Consumption pricing Save this thread 🔖 Follow for weekly deep dives into the AI market. 🔔

Must Read : A refreshing take on saas-apocalypse Biggest Portfolio Implication: Bullish on "Platform Consolidators" ( $SAP, $NOW, $MSFT, $PLTR). The "Great Consolidation" will punish legacy "App-only" companies. If a company doesn't own the workflow, they don't own the AI value.

Every bubble is built on that single lie. If you want to predict the future, you have to master the history. Understand the history. Learn the history. Observe the patterns. To predict the future. 🏆

also, all the stocks seem to be down today but, the thesis is correct and, What you're actually seeing is a buying opportunity setup: strong long-term catalyst + short-term weakness from unrelated macro = potentially better entry prices

🚨The Pentagon just dropped a $75B drone budget — the largest in history. Here's what it means to your portfolio and what you need to watch across the full drone supply chain 📷$KTOS $AVAV $ACHR $JOBY $LMT $AMZN — and 20+ more Save this. Share it. React fast.

@business Catch the move before you lose it again, x.com/JShetty007/sta…

The Pentagon’s largest-ever budget request earmarks $75 billion for drones and technologies to counter them, mainly for a massive increase for a little-known office working with US commandos, according to defense officials bloomberg.com/news/articles/…