XRPDANIEL

🚨 $NBIS and Bloom Energy signed an agreement worth up to ~$2.6B. $BE will install, operate, and maintain fuel cell power supply systems for Nebius. The agreement is expected to provide ~250MW of guaranteed capacity and ~328MW of installed capacity in aggregate, delivered in three phases, each with a 10-year supply term. Found this while digging into the 6-K filing released earlier today.

I think Iran tries to call his bluff, and Trump follows through with his threat, and does something wild they weren’t expecting. Markets then realize Trump isn’t playing, as does Iran. And then they open the Strait of Hormuz on Trumps terms, while their propaganda says the US gave in to their demands. War is done within 2 weeks. Markets rip to the upside, melting everyone’s faces.

This one’s for all of you who enjoy a bit more risk in your lives. I ran the numbers on $QQQ. Same setup as $VOO and $SCHD: $500/month from age 25 to the average U.S. retirement age of 62. The assumptions: - $QQQ annualized total return since inception (Mar 1999): 10.11% with dividends reinvested - $500/month for 37 years - Dividends reinvested, no withdrawals The results: - Total contributed: $222,000 - Portfolio value at 62: ~$2.14M - 89.6% of that is compound growth Now here's where it gets interesting: - $QQQ's 10.11% CAGR includes the dot-com crash (3 straight years of -33% to -37%) and 2008 (-41.73%). - Max drawdown: -82.98%. - $VOO and $SCHD didn't exist during either crash. $QQQ vs $VOO vs $SCHD at retirement: - $QQQ: $2.14M portfolio, ~$12K/yr dividends - $VOO: $6.17M portfolio, ~$73K/yr dividends - $SCHD: $4.41M portfolio, ~$153K/yr dividends But QQQ's last 10 years? 18.96% annualized. At that rate: $19M+. The takeaway: QQQ is the highest risk, highest recent reward. The "since-inception" return depends entirely on whether one lived through the dot-com bust. Not financial advice. Just an analysis I did with actual $QQQ returns since the funds inception.

I should’ve just sold my core positions and full ported this new AI portfolio lol

Trump: The United States of America is in serious discussions with A NEW, AND MORE REASONABLE, REGIME to end our Military Operations in Iran. Great progress has been made but, if for any reason a deal is not shortly reached, which it probably will be, and if the Hormuz Strait is not immediately “Open for Business,” we will conclude our lovely “stay” in Iran by blowing up and completely obliterating all of their Electric Generating Plants, Oil Wells and Kharg Island (and possibly all desalinization plants!), which we have purposefully not yet “touched.” This will be in retribution for our many soldiers, and others, that Iran has butchered and killed over the old Regime’s 47 year “Reign of Terror.”