Nim's adventures to financial freedom

@awarness1780 Yes.

@Nims_Adventures Do you still own $BLOX and $GIAX?

🔄 Portfolio Trim Update Today I trimmed my High Yield Portfolio: Sold entire $SPYT position (438 shares) ✅ Rotated into: • $GIAX – 242 shares • $BLOX – 167 shares Focusing more on global equity and diversified income + crypto income exposure. Always evolving, always stacking cashflow 💰 #Dividends #CoveredCalls #PassiveIncome

@awarness1780 I like Rex's strategy, but I prefer more diversified ETFs rather than single stocks.

@Nims_Adventures Thank you for sharing. What do you think about $WMTI?

$NUKX --> Approximately 35% annual yield $WEPN --> Approximately 24% annual yield

@aincomeinvestor No NAV erosion 😅

I love when investors find out about passive income vehicles. This time we landed on $OMAH. $81,000 would’ve earned you a $1,028 dividend last month. VistaShares Target 15™ Berkshire Select Income ETF - 15% Yield - No NAV erosion - Monthly dividend Has been following $BRK.B underlying very good so far while pushing out a monthly dividend.

Such small country with such huge returns... $TVAVF $TASE $QQQ $SPY

🚨 VIX just hit 30! Fear is peaking, but history shows this level often precedes major market rallies. 🥶 Here are the Top 5 macro drivers dictating the market's next move:

@Ric_RTP @grok Hey grok what does that mean about copper future price?

Nvidia just spent $4 billion on a technology 99% of people have never heard of. But in 3 years, every AI data center on Earth will need it. And Nvidia just LOCKED UP the supply. Here's what happened: Nvidia invested $2 billion in Coherent and $2 billion in Lumentum. You probably never heard of these companies. They make photonics technology. Systems that transmit data using LIGHT instead of electricity. Sounds like sci-fi. But this is the most important infrastructure bet in AI right now. Here's the problem Nvidia just solved for itself: AI data centers are hitting a wall that has nothing to do with chips, energy, or money... Copper wiring is dying. Every data center on Earth moves data between GPUs using copper cables. But at the speeds AI now demands, copper physically cannot keep up. Signal degrades. Heat explodes. Power consumption skyrockets. Right now, 30% of the electricity in an AI data center is wasted just MOVING data from point A to point B. An MIT researcher said: "Copper's not going to cut it. It gets too hot. Too much power consumption and loss." Jensen Huang admitted it himself too: "We use copper as far as we can, about a meter or two. But where data centers are the size of a stadium, we need something else." That something else is photonics. Replacing copper with laser-powered fiber optics built directly into the chip. The numbers are insane: - 3.5x more power efficient - 10x better network reliability - Data moving at 102 terabits per second Wells Fargo estimates the photonics market will hit $10-12 billion by 2030. And Nvidia just bought privileged access to the two companies that make the advanced lasers every single one of these systems will need. This is the Nvidia playbook on repeat. They did this with CoreWeave. Invested $2 billion, locked up GPU capacity, created a dependent customer. They did this with memory suppliers. Secured HBM allocations years in advance while competitors scrambled. Now they're doing it with photonics. Invest early. Lock up supply. Make the entire ecosystem dependent on companies that are dependent on Nvidia. By the time competitors realize photonics is the bottleneck, Nvidia already OWNS the supply chain. Every data center, AI factory, and GPU cluster will need this technology to function at scale. Nvidia will become even more important.

@DavidANicholas @DavidANicholas Any hints about the next ETFs on the horizon? 👀 Your lineup has been getting really interesting lately and you definitely sparked my curiosity.

Great to talk with you!

I agree with @Alice_MiaX My younger years are worth more to me than the later ones. I’d rather retire healthy and happy with less money than be extremely wealthy but old, weak, and sick.

@ 11.70

Mean reversion usually wins. $USO at these levels doesn’t look sustainable to me, started a position in $SCO today. Not financial advice.

$WEPN

$NUKX

@Alice_MiaX Failing country

Spain?! Wrong move!

I’m also interested in the $MINY fund. However, the success of this fund depends on how they will sell the options. I didn’t like how they handled the $CHPY fund. For instance, if we compare it to the $SMH fund, the $CHPY fund has a total return of approximately 92% (dividends plus price) since its inception, while the $SMH fund has a total return of around 118%. That’s almost a 30% difference! If this fund performs similarly, I’ll pass on it.

@Nims_Adventures @YieldMaxETFs Thanks, Nim! I might be interested in the Strategic Metals fund. You have your eye on any of these?

New portfolio ETFs are coming from @YieldMaxETFs $MINY $NATY $CSHY $ROBY

@wmwinter3 Agreed, I'll watch as well before buying.

@Nims_Adventures Been a long time coming. We’ll see how this one makes out.

$GIF A new competitor to $YMAX and $WPAY.

@XFunds_ Just bought my first position of $SLVX today :)

Why $SLVX? 💰Income-focused strategy using active management and options 🥈Targeted exposure to silver-related companies 🎯An active alternative to passive silver exposure Learn more, including risks and disclosures: nicholasx.com/slvx/

@Alice_MiaX Yeah, I know. I thought they had a bigger weighting, turns out it’s only around 5% each.

@Nims_Adventures Has more than two holdings.

Love seeing it