FetzInvests

Miss you guys! Wanted to stop by and say hello during lunch! :) PTFB

@StockSavvyShay Seasonality Nothing to worry about here

January housing data is starting to look genuinely broken: • New Home Sales: 587K vs Est. 722K • New Home Sales (MoM): -17.6% vs -6.8% prior (revised)

BREAKING: $RKLB Rocket Lab Secures $190 Million Contract for 20x HASTE Launches Cements Hypersonics Leadership with Department of War Partnership

It is absolutely WILD to me that the BF2 is a product of the late 40/early 50’s Imagine coming out of WW2… you’re just seeing small jet engine planes come into existence and then you see this monster of a bomber with jet engines out of nowhere America after WW2 was riding a monster high.. what a feat of engineering

"The only major system designed in the last 15 years that has been used in combat [Operation Epic Fury] is LUCAS — which we had to reverse engineer!" @PeteModi Many of these old platforms have had glow ups in recent years, but still - it's very bad that we don't design and deploy new systems regularly Hard hitting graphic from Defense Tech and Acquisition Substack

@StonkChris No doubt! Honestly it’s way more genuine in my opinion. Takes much less time as well as long as you’re simply posting quick thoughts I’m pretty sure the algorithm pushes original videos as well as long as you do it consistently… which is my problem 😂

@FetzInvests Yeah think I might eventually start doing TA videos on weekends

FinX engagement slop accounts in shambles today

Exactly! I can’t really say without knowing what your rate is but I’d say refi in the future.. at least that’s how I’m managing it for myself. I took it out in September of 2023 at 8.125% (conventional loan) and got a refi with 4k in costs financed back into the loan the following year which I basically broke even in about a month. I’ve been leaning paying less upfront to capitalize on the lower rates as they come. We have 6.5% now and I didn’t refinance these past couple months because I personally think rates will continue to trend down over the next year or so. (Assuming this conflict ends and inflation doesn’t spike longer term). I refuse to pay points unless I legitimately think we’re at the bottom of where rates will be for the next 5ish years and I just don’t think we’re there yet. I think there is a good possibility of that downward trend continuing and we settle around the 5%-5.5% range on the 30 year… even if it takes a little longer than expect into 2027. That would allow folks to get into the 4’s pretty nicely with points. Builder financing is awesome though man… super convenient for the buyers

@FetzInvests That’s about what I thought - the 10yr spiked with news of the Iran war I’m closing on a house in June but am going through the builder for my loan. Not sure if I should buy the rate down with closing credits or just refinance in a year or so Leaning towards future refinance

Miss you guys! Wanted to stop by and say hello during lunch! :) PTFB

BREAKING: The Federal Reserve leaves rates unchanged on a 11-1 vote. The Fed is signaling in their summary of economic projections that they will only cut once in 2026 and once again in 2027.

Appreciate you, Brett! You the man! It depends on what you’re looking for but average 30 year fixed is right around 6.625% today at least for what I’m seeing for anybody with a 760 or more credit score. That can vary give or take .5% depending on credit scores and loan to value but right around. I just locked in a rate for a borrower at 6.625% with a 767 credit score! No points but the wildest thing is that same loan would have had a 6.25% rate two weeks ago. This whole Iran conflict is spilling out in more things than oil unfortunately… hopefully it ends sooner than later!

@FetzInvests Great recap Fetz! What are you seeing rates at right now? Still 6%+?

@burrytracker Now do $ADBE

Update: It's now been 133 days since Michael Burry publicly went bearish on Palantir $PLTR It's down -18.6% since

@rawsalerts The .07%

🚨#BREAKING: Kim Jong-un has officially won the North Korea’s parliamentary elections with votes totaling 99.93% of the votes.

Got my hands on “Mobilize” by @ssankar & @Madeline_Zimm America utilized it’s industrial base during WWII to steal victory from the hands of the Axis forces and become a superpower in the 20th century Exited to read the stories of the men and women who accomplished that along with how it can be implimented today

Conviction Beats Luck Every Time I consider myself extremely lucky to have identified several true 10× stocks early on. In particular, $PLTR and $NVDA now represent more than 75% of my various portfolios. That said, surviving—and thriving through—drawdowns and volatility often exceeding 50% over the past three years had very little to do with luck. It came down to three things: deep conviction in the thesis, the patience to stay the course, and strict discipline with dollar-cost averaging (DCA), even after building my initial positions back in 2023. In the end, picking great stocks is only part of the equation. What truly drives outsized, compounded returns is the ability to hold through turbulence with unwavering patience, rock-solid conviction, and consistent, disciplined buying—luck plays almost no role in the long game!

노랑색이 팔란티어

@PaperGainsInc At least $1T 👀 The man is a legend

$NVDA GTC keynote in one line: $1T through 2027 and they’re still going to be short

@BrettKrieger12 Yessir! One of my favorite quotes from back in the football days: “Take care of the the little things and the big things take care of themselves” That can be summed up in all we can do is control the controllables Everything else is simply noise

The people that can handle pressure and stress will be successful One way to do this is realize that not much matters besides the really big deals God matters. Family matters. Passion matters. The things you can control in life

Cmon #Ethereum Break $2,350 please 🙏 :)

@SteveUrkelDude I’m sorry for your loss…. Sending love to you and your family.

We lost her today 💔 My world is upside down, in shock & disbelief. Will be in & out this week as my family deals with this heartbreak. The world isn’t the same without her, it feels so unfair and I feel robbed. She’s our guardian angel now. Hug your families, much love 🙏🏽

@srobo1_ Looks awesome! Hope you’re recovering well, Scott!

@Sellao93 @amitisinvesting @DailyPalantir ;)

@FetzInvests @amitisinvesting @DailyPalantir 12 min for 8 miles you are fast homie 🤣

$PLTR Sat down with Palantir CEO Alex Karp at Palantir's 9th AIPCon to discuss where software is going, why AI models need an ontology, what Palantir's message is around the war, and why value creation is the only way to survive. Thank you to Alex for taking the time!