HeavyRain

Happy 2026! 🥳This will be the new pinned post but I will link 2025’s at the end. Here’s the portfolio positioning for the new year: $TLT: Defense first. If we sell off having liquidity is king. $HSY: Cocoa prices are down 50%. Hershey is still a world dominator and a long term hold $CCJ: Whether it’s the demand from AI or a push from the administration we are in the nuclear renaissance $RKLB: They keep growing and keep executing and Neutron should continue that trend $ATAI: Part of a biotech basket, still speculative and small $ROIV: A biotech recommendation from Porter Stansberry $MDT: Medical device maker and a play on aging demographics $MUR: The world needs energy and I believe oil stocks are ready to run again $MLI: Mueller just quietly makes money. $MKTW: My turn around bet on the Stansberry team. Speculation $KRKNF: Batteries for unmanned underwater drones. I continue to hold gold and crypto. With the bumpy year last year I am adding to my crypto holdings with Bitcoin and XRP. Best of luck! Here’s my portfolio from 2025 I find this keeps me accountable and focused x.com/HeavyRainWA/st…

Think wave pilots 🌊

One of the things I appreciate about sell offs is how much information they give you. When fear is low and everything is going up you can buy anything and make money. Everyone is a genius and feels great. But the prices during a melt up give you a distorted view of reality. Why does everyone buy XYZ? Because it keeps going up. Why does it keep going up? Because everyone is buying it. Then the selling starts and you see what people really value. The good ones dip slightly or even rally while the high fliers crash 40%. Here you set the stage for the next bull run but you have a good sense of what is good and what’s not. You’re always flying somewhat blind into the future when investing but by buying when there’s adequate fear you can see deeper and further than you usually can

No one talks about $RKLB anymore. But they really should. Rocket Lab announced the signing of its single largest launch agreement yet: a $190 million contract for a block buy of 20 hypersonic test flights with its HASTE launch vehicle marketchameleon.com/PressReleases/…

@RealAlexJones Strange world where Alex Jones is like: well hey slow down a little here maybe not everything is a conspiracy

🚨🇮🇱 “Wait, Netanyahu might actually be dead.” people are saying because of digital artifacts in his latest video post. I believe that he is alive, but the fact that most people are questioning whether or not he’s alive shows they have zero confidence in the corporate media and its narratives…

@BitcoinFear I wonder what everyone is so afraid of

Bitcoin Fear and Greed Index is 11 - Extreme Fear Current price: $70,021

@ChubbyFunsterGC add taxes

In countless CRPGs, my character is walking around with more wealth than an Emperor. Seems dumb after a while. The only solutions I’ve seen are unrealistically insane equipment prices and making you in charge of a location that becomes a huge money-sink.

@burrytracker not to me 😁

Breaking: The Stock Market has now reached levels of Extreme Fear not seen since April 2025 Does it feel like we're in extreme fear?

@StockMKTNewz Reading Cramer tweets rn

JIM CRAMER JUST SAID: “Sometimes you have to hold your nose and buy” ... “When the averages come down too far, too fast, history says you need to be a buyer because when the market gets oversold, it will inevitably bounce.”

@TobyTurner You missed dat asst

how do you miss something by more than 100%

@JackPosobiec Two weeks to flatten Iran isn’t playing out so well

Iran is now conducting attacks on the Saudi port facility of Yanbu, their critical export terminal in the Red Sea Their asymmetric warfare strategy is intended to block Saudi efforts to reroute oil around the Strait of Hormuz

@leadlagreport The war is getting real ugly. Looks like oil prices aren’t going to just drop in a few more weeks. It’s going to put stress on the system everywhere, globally.

The future does not belong to the hesitant. The future does not belong to the cautious. The future does not belong to the passive. The future belongs to those who will not relent.

Sea mines remain a persistent maritime threat - modern systems sit on the seabed, disguised and difficult to detect. Kraken Robotics supports MCM with high-resolution SAS, enabling confident detection and classification at scale. Read more: ow.ly/k2R650YweM3

@StephenGeoRae Thorns ftw

A dragon terrorised the Dalry area. A local blacksmith killed the beast, he made a spiked suit of armour and when the dragon swallowed him, it was ripped to pieces inside, out from: 'Folklore of Scotland: Faerie Folk and Folk Horror' by Stephen G. Rae art: Johan Egerkrans

Me watching the market at age 24 Vs Me watching the market at age 44

@DailyGondor Seen here disturbing the habitat of a rare and endangered species of spider 😋

@TobyTurner i dunno. i think at this point im going to play diablo 2 until the end of my days

well damn that’s promising

@EthanMiller744 I wish them the best of luck. Their initial strength was shock and awe. No one had ever seen a unified group of individuals form a cohesive buying block like that Unfortunately, theres an entire industry of insiders feasting off of what has become easily predictable behavior.

@HeavyRainWA Do you think APEs will rise again, or stay “sleeping” for good?

BREAKING BREAKING BROKEN 🚨: AMC Entertainment Apes in shambles as $AMC collapses to an all-time low 📉📉

I’m officially in #AMC over 100k im buying more tomorrow ✊🦍