Dollar Bill

@FFT1776 @EricaRN4USA

One word …

Just finishing up tonight’s video. Launches at 7 PM ET. 👽🔥🙌🏻

@FIREDUpWealth It means we are in a $hitty market right now.

✅ Q2 Non-GAAP EPS of $12.20 beats by $3.54. ✅ Revenue of $23.86B (+196.4% Y/Y) beats by $4.56B MICRON $MU STOCK IS DOWN AFTER THIS AMAZING PRINT. What do you think that means? 🚨‼️

@cymg769 @SecDuffy @SouthwestAir They have not served peanuts in over 10 years. They do serve, however, pistachios.

@SecDuffy @SouthwestAir Take peanuts off the menu. I am sick of being embarrassed by the crew for my allergy.

⏱️ TRANSPORTATION MINUTE ⏳ 60 SECONDS 1️⃣ CEO 🎯 NOTHING OFF THE TABLE TODAY’S EDITION: @SouthwestAir CEO Bob Jordan ✈️ YOU DECIDE: What snacks should Southwest add to their flights? COMMENT BELOW ⬇️⬇️

@FIREDUpWealth 5

WHICH Would YOU Pick for the Next DECADE? 1. $QQQ $UNH $IREN 2. $PLTR $AMD $COIN 3. $NVDA $SOFI $LULU 4. $ASTS $RKLB $ALAB 5. $META $AVGO $RBRK 6. $TSLA $AMZN $OKLO 7. $APP $TTD $HIMS 8. $SMCI $ADBE $MSTR 9. $CRWD $MARA $IONQ 10. $MSFT $GOOGL $AMC 11. $AVGO $CLSK $ACHR 12. $SCHD $MU $FIG

Insider buying matters, especially when it’s the CEO. $SOFI CEO Noto: -$1M purchase on March 2. -Added 28,900 shares today after Muddy Waters short report. That’s a strong signal of confidence. I’m seriously considering re-starting a position. Are you buying the dip or trusting the short report?

“I will be blind for life.” Leftist protester lost his vision after intervening in an ICE arrest. What is your reaction?

$CCLFX. $32.5 billion. The largest interval fund in America. In 2021, ZERO borrowers were paying interest in IOUs. By September 2025: 188. And they thought: no losses, no redemptions. Read this. Cliffwater tells investors: "96% first-lien senior secured." "10% distribution yield." "Minimal losses." I parsed every position in their N-CSR filings on SEC EDGAR. All of them. I cross-referenced borrower names across every semi-annual filing. At least 53 borrowers were cash-pay in earlier filings. They used to pay cash interest. Then they couldn't. The loan was amended to PIK to avoid a technical default. Amend and extend. Cliffwater marks most at par. $1.24 billion. Five names that tell you everything: 1. WEALTH ENHANCEMENT GROUP — manages $136B in client assets. Can't service interest on its own subordinated debt. Holds a $23M tranche at 15% PIK — zero cash on that tranche. CW blended mark: 82c. My mark: 42c. The wealth managers can't manage their own leverage. 2. APEX SERVICE PARTNERS — HVAC rollup, 200+ companies, 43 states. Was cash-pay 2021-2024. Now holds 14.25% PIK sub-debt tranches paying zero cash. CW: 90c. My mark: 39c. Your AC repairman's parent company is paying its subordinated lenders in IOUs. 3. CPF DENTAL — dental chain. SOFR + 9.25% plus a 4.25% PIK component. All-in rate: ~18%. Maturity: December 31, 2025. The loan was due three months after the filing date. CW marked it at 99.7 cents. My mark: 64c. 4. PPV INTERMEDIATE HOLDINGS — healthcare. The name is the evidence: "Intermediate Holdings" = structural subordination. Sub debt. 13.75% PIK tranche, zero cash. CW: 97c. My mark: 37c. Behind SBA loans, revolvers, equipment lenders, tax liens, pension obligations, and every operating company creditor. Sixty cents of overstatement on a tranche paying nothing. 5. iCIMS — HR tech/SaaS. Was cash-pay from Mar 2022 through Sep 2024 in every filing. Now 10.07% PIK. The software company can't pay its interest bill. CW: 96c. My mark: 84c. Generous. Very generous. Even with a modest haircut, that's a confirmed credit event they won't recognize. The playbook: Borrower can't pay (SOFR went 0% to 5.3%) --> Amend to PIK (no default recorded) --> Extend maturity --> Mark at par (97% Level 3, no market price, Cliffwater sets its own marks) --> Book PIK as income ($57M of PIK interest in six months ended Sep 2025 alone) --> Collect fees Why they do it — the incentive: Cliffwater charges a 1% annual management fee on net assets. At $32.5B, that's $325 million a year. Every dollar of markdown reduces the fee base. Permanently. The incentive to not mark down is $325M/year. And here's the fund-of-fund layer they don't talk much about: six of their top ten holdings are CLOs, BDCs, and fund vehicles that charge their own fees underneath. Silver Point CLO ($1.4B), Barings Private Credit Corp ($919M), BlackRock Shasta CLO ($600M), Golub Capital, Blue Owl, AGTB. Your grandmother is paying Cliffwater 1% to invest in other funds that charge another 1-2%. Fees on fees on fees. On assets marked by the people collecting the fees. Cliffwater reports a non-accrual rate of 0.42%. I identified at least 53 borrowers that converted from cash-pay to PIK — borrowers that stopped paying cash interest. That is not 0.42%. That is systematic restructuring to avoid classification. Amend the loan before it hits non-accrual, and the number stays low. "First-lien senior secured" — on hundreds of holdco/intermediate/bidco positions, the collateral is equity of the subsidiary. Not the factory. Not the receivables. Not the cash. In liquidation: IRS eats first. Pensions eat. SBA eats. Revolvers eat. Equipment lenders eat. Employee claims eat. MCAs eat. Trade creditors eat. Then maybe the holdco "first lien" gets the scraps. They call that 96% senior secured. 97% of this fund is Level 3 — no observable market price. Cliffwater determines the value. Cliffwater collects the fees. Cliffwater reports the yield. And investors see 10% distributions and think it's safe. Remember that they went after unsophisticated investors. Retirement accounts. Your grandmother's financial advisor put her in this. First out gets the most out due to Cliffwater's bogus marks. Redemption requests just hit 14% in Q1 2026. The fund caps quarterly repurchases at 7%. This is the beginning. Every data point from their own N-CSR filings on EDGAR. CIK 1735964. Verifiable.

@DeepIceValue $MELI

What is better buy today $FICO or $MELI? 🤔

@FIREDUpWealth 5%

How much cash do you have in your portfolio right now?

@hamids @elonmusk @tobi @iam_smx

Not as cool of a correction as you think! Especially since you forced $TSLA shareholders to give it to you (by threatening to quit). Jeff Bezos, Bill Gates, Larry Page, Sergey Brin, Mark Zuckerberg and Jensen Wong never asked for the Trillionaire pay package. They could all be trillionaires too (or on-par with your net worth) if they did.

AOC with zero life achievements: "Elon Musk is not a scientist, he’s not an engineer, he’s a billionaire conman with a lot of money" 🤡 Elon Musk: "Can you believe it? That's crazy, anyway... what did you get done this week?"

He really compressed 4 years of therapy into 60 seconds.

The data is in, under Gavin Newsom California officially has - The highest unemployment rate - The highest poverty rate - Even Mississippi schools are now surpassing California schools - California accounts for nearly 28% of the US homeless population - Highest electricity costs in the continental US - Nearly 10% of incoming students to University of California San Diego can't read properly or do math properly - California is in a population decline, people are fleeing - Over 789 headquarters left California - Among the highest violent crime rate in the whole country

@LandM_Marius @RealJamesWoods @jesusgirljen You’re not even an American!

@RealJamesWoods @jesusgirljen Could have told you that 10 years ago.

I am done with the Republican Party. Between this and Thune’s refusal to pass the SAVE Act, I’m done with these uniparty traitors. I’m changing my party affiliation to Independent. No wonder President Trump is fighting an uphill battle every day.

Famous Singer P!nk calls MAGA an “insult to humanity” and says, “If you’re a Trump supporter, then don’t listen to my music.” What is your response to her?

$COHR CEO says $NVDA $2B investment reflects a shift toward optical interconnects as AI clusters hit limits moving data over copper. As GPU clusters scale to tens of thousands, the bottlenecks move beyond compute to optics, memory & networking.

@FIREDUpWealth @bral_esclamado Flex!

@bral_esclamado I did when it was $3.90 💀

What is the single best stock to buy right now?

Amazon Web Services $AMZN said Monday that two of its data centers in the United Arab Emirates were “directly struck” by drones.

@FIREDUpWealth @WOLF_Financial

@WOLF_Financial Avoid X like the plague.

What is the best piece of investing advice you have ever received?

The New York Times is utterly disgusting