Boris Macro

BREAKING: The US Pentagon has asked the White House to approve a more than $200 billion request to Congress to fund the war in Iran, per the Washington Post. Details include: 1. The proposal would seek to "urgently" increase production of critical weaponry expended 2. Current costs of the war are nearing $30 billion in 3 weeks 3. Some White House officials do not think the Pentagon’s request has a "realistic shot" of being approved in Congress 4. It remains unclear how much the White House will ultimately ask congressional lawmakers to approve The funding request is "likely to be a test of the war’s popularity."

This is the most normal thing I've seen in like 3 months.

The Afroman Trial. -Cops raid Afromans house for bullshit reasons. -Steal money, break his door, fuck his house up. -No criminality found whatsoever, no charges at all pressed on Afroman. -Afroman spends the next 3 years making songs that make fun of all the officers involved by name, even using footage of the raid from his own CCTV cameras. -Songs had titles like "Randy Walters is a son of a bitch" and "Lick Em Low Lisa" accusing one of the officers of being a lesbian and sleeping with the other officers wives. -During the raid one officer looked like he was about to eat some lemon pound cake sitting on Afromans counter, Afroman made a whole album calling the officer fat. -The cops get mad and file a lawsuit for defamation. -Afroman turns up to court in a whole American flag suit. -Officers performatively mald and cry while listening to the songs really trying to oversell how badly the songs upset them. -One officer was suing because Afroman made a whole song about him saying he was fucking the officers wife. When the officer was asked if Afroman was really fucking his wife, he said "I don't know". Nuking his own case and establishing that there is a non-zero chance that Afroman might actually be fucking his wife. -As his only witness for the trial, Afroman brought a deputies EX FUCKING WIFE. -The jury ruled completely in favour of Afroman. This entire thing has been a great win for free speech and absolutely fucking hilarious.

Definitely wasn't the reply I was expecting. But, since we're here..I have 3 accounts attached to mine that I no longer use. 1 with 1 follower, 1 with ~250 followers, and my old newsletter account that I renamed and bought premium for in hopes of growing a new business for myself. As many know, the newsletter was very real and was something we decided to move past. How is this what causes demonetization for me? If I was doing something wrong, why is this just now being brought up while I'm no longer active on them. I haven't been active on these accounts in months, so when I was demonetized they were not even in use. I also have never tried to monetize these accounts. Also, why does this feel like an attack vs. a solution based conversation?

Aaaah. People like you really make me SO tired. Waking up with a view in the world from your eyes must be feeling SO exhausted. Heres the portfolio update, as always full transparency. Thanks for waiting 7 minutes of my precious and positive life because YOU dont do your research RIGHT. Get into the game man. And work on your mindset bro. Furthermore, as if your claims of being 75% since august 2024. No I’m up 89,26%.

→ PORTFOLIO UPDATE & REFLECTIONS: Entering 2026, the AI infrastructure and energy names have continued their volatile ride, yet the underlying bottlenecks in power and compute remain as tight as ever. I initiated two positions during the recent dips: $TE is scaling U.S. solar and battery capacity with contracts tied directly to hyperscaler energy needs. $ZETA AI-driven marketing platform is winning large omnichannel deals that legacy players struggle to match. I fully exited $OPEN over the past week, real estate tech delivered innovation but adoption has lagged in a cautious macro environment, freeing capital for higher-conviction opportunities. My portfolio has always been built around structural shifts I can’t ignore. AI’s appetite for reliable power and automation, the rise of intelligent networks in defense and operations, and fintech’s push into broader participation. $TE directly solves the power choke point. $ZETA amplifies consumer reach in an increasingly automated economy. Long-Term Portfolio Overview: $IREN (21.2%) $CIFR (15.2%) $NBIS (12.1%) $GOOG (12.1%) $HOOD (11.1%) $ONDS (10.1%) $ZETA (9.1%) $TE (9.1%) These holdings remain anchored to trends I see as irreversible: - Advanced networks - Acute energy scarcity - AI expansion driving massive - Sustained infrastructure buildout - Robotics enabling autonomous systems. - Data-driven platforms expanding fintech and marketing reach. The market today obsesses over capex concerns and sentiment swings while underpricing the multi-decade trajectory. By 2030, agentic AI, orbital connectivity, and pervasive automation will demand orders-of-magnitude more resources. Valuations still embed execution skepticism, but signed pipelines point to steady revenue growth ahead. Volatility is noise; the expansion is structural. Strategy unchanged: Hold through 2026, unless something major happens. Patience through drawdowns separates compounding from trading. Watchlist for 2026 additions: $PATH (enterprise RPA scaling), $ASTS (direct-to-device space connectivity) $KRKNF (Roboticsas a Service) Considerations at the moment: I'm all-in. Not really anything cash worth mentioning. At this point I'm considering trimming a few postions to add positions in $ASTS and $KRKNF. -BP

There is so much wrong with this I have no idea why I even follow you, but this did it. 1. This is an ETF mechanism. Nothing more nothing less. 2. Rate cuts weren't announced or planned, they therefore can not be "canceled". 3. PPI at 3.9%, oil trading above $100, tariff uncertainty and most geopolitical unrest in years. Yet you were expecting rate cuts? Unfollowed.