IncomeMachina
1.3K posts

IncomeMachina
@IncomeMachina
investing strategies. options trader. thetagang. building cashflow income through the stock market.
Katılım Eylül 2017
515 Takip Edilen2K Takipçiler

@Alice_MiaX this is great. but i wish these funds built this a little bit before a blow off top euphoric phase.
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🚨 New SEC filings this week:
XFunds filed for a Memory Income ETF
Ticker: DRMY (weekly paying)
sec.gov/Archives/edgar…
YieldMax filed for a Databricks Option Income Strategy ETF
Ticker: DATA (weekly paying)
sec.gov/Archives/edgar…
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sticking with $CHPY this past year has paid significantly.
many have received ROI and it's just house money at this point.
IncomeMachina@IncomeMachina
How much would you need to replace a job using $CHPY? With a portfolio of about $150,000 you could be receiving about $50,000. This is a weekly cashflow asset. Risk is sector concentration in $SMH / Semiconductor. It has been underperforming $SOXX but you the tradeoff is the yield.
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Buffett Was HALO Before HALO Existed to hedge against AI disruption.
Warren Buffett has been buying HALO stocks for 60 years and nobody noticed.
1. $KO
Classic Buffett holding (Berkshire owns ~9-10% stake).
AI moat: Iconic brand + distribution network + human consumption habits (beverages) are extremely difficult for AI to replicate or disrupt meaningfully. Steady dividend growth compounder.
2. BNSF Railroad $BRK No standalone public ticker. 100% owned subsidiary of Berkshire Hathaway (BRK.B / BRK.A).
Exposure comes indirectly through owning Berkshire stock.
AI moat: Massive physical rail network, regulated industry, essential freight transportation for goods (commodities, consumer products). AI can optimize routes/scheduling, but it can't replace the physical infrastructure or replace the need for rail in the economy.
3. Berkshire Energy ( $BRK )No standalone public ticker. Wholly owned subsidiary of Berkshire Hathaway (BRK.B / BRK.A).
Exposure via Berkshire shares.
AI moat: Regulated utilities + energy infrastructure (power generation, transmission, renewables). Essential service with high barriers to entry, stable cash flows, and regulatory protection. AI may improve efficiency, but demand for electricity and energy remains structural.
4. Geico 100% owned subsidiary of Berkshire Hathaway ( $BRK.B / $BRK.A).
Exposure through Berkshire stock.
AI moat: Scale in auto insurance, direct-to-consumer model, strong underwriting discipline, and brand trust. While AI is disrupting parts of insurance (pricing, claims), core risk pooling and regulatory requirements provide resilience.
Every single one: heavy assets, low obsolescence, impossible to download.
GIF
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Tax expert reveals a real estate agent wrote off a yacht and won the audit
“We had a client that got audited for trying to write off a yacht. I said to her why are we claiming a yacht as a business vehicle?”
“She said she brings clients like Kobe and Shaq onto the boat, runs broker previews and shows houses from the ocean”
“She showed me a logbook her captain keeps of every single person that comes on the boat. I used one tax code, slid it over to the IRS auditor…”
“The auditor said she knows Kobe? The audit was over in five minutes and we were talking about the Lakers”
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@ArchitectIncome @Fidelity What’s the real reason.. im still puzzled
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Right from @Fidelity ETF sponsors whose economics are not deemed sufficient to cover cost. A 4-billion dollar fund $MAGS does not have the economics to cover cost. Are they thinking we believe them? or is this a pure money grab?

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Have you heard about HALO?
The trade in 2026 isn't just AI.
It's HALO... Heavy Assets, Low Obsolescence.
While software stocks get crushed by disruption fear, these companies own things AI literally cannot replace. Pipes. Grids. Rails. Landfills. Here are the TOP 5 names:
1. Caterpillar ( $CAT) Investors view it as more than a construction company; it's now the primary provider of "physical AI infrastructure," with its power-generation division supplying backup generators essential for data centers.
2. NextEra Energy ( $NEE) . Successfully positioned at the intersection of renewable growth and AI demand. FinancialContent
3. ExxonMobil ( $XOM) / Chevron ( $CVX) $XLE. Leveraging record-breaking production and massive buyback programs to attract investors seeking refuge from geopolitical storms.
4. Waste Management ( $WM) . Physical infrastructure, regulated routes, landfill permits that take decades to obtain.
5. Prologis ( $PLD) / Public Storage ( $PSA) . Physical REIT assets with structural demand. As one analyst put it, people will always need a place to store their stuff, and AI won't change that. U.S. News & World Report

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In the age of AI hype, prioritize stocks with genuine moats against disruption.
Valuation discipline and dividend growth create real wealth over decades.
The content getting bookmarked most?
Deep dives into compounding, psychology, and avoiding overvalued fads.
What's one AI-resistant stock you're holding long-term?
$VOO
$SCHD
$QQQI
GIF
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Retirement planning in an AI world:
Focus on dividend growth + market psychology.
AI may automate jobs and disrupt sectors, but strong brands and essential services endure.
Buffett's compounding secret: Time + consistent businesses at fair prices.
How are you positioning your portfolio for AI disruption?
$VOO
voo and chill?
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