P.K. Highsmith

Thinking about adding Mexico to the portfolio: if there's an AI bubble, the Mexican market is a great hedge—22% consumer staples, 23% materials, 17% financials, and 0% information technology, versus S&P 500's 33% in tech. EWW up 48% YTD—too attractive to ignore.

The government shutdown and its effect on $WMT is not a concern for me. I understand a major revenue source is SNAP benefits that will be delayed due to the shutdown, but walk around a store and you’ll understand the economic moat it has around its business. I remain long $WMT.

The gold trade has passed. Once retail starts lining up to buy physical gold bricks, the party is over. They’re just providing exit liquidity.

@FazePercules *Not Financial Advice*, but I'm going where the ball is rolling. Germany plans massive fiscal spending on defense. Japan's new PM aims for 5% of GDP on defense. Top-down approach for this strategy.

@HighsmithPK I’m taking this directly as advice

I'm long on aerospace/defense. Many believe corporate America will benefit most from the AI boom. AI will transform warfare, as seen in Ukraine. ETF picks: ITA, IDEF, SHLD. Stock pick: RTX. *Not Financial Advice*

Converting this account to market commentary. ***Views/Opinions are my own, not financial advice. As a registered representative, I can discuss these topics.***

4 minutes of Lebron James loudest dunks

This just solved all my problems:

Am I the youngest person at the Doobie Brothers Concert? Yes. But, I couldn’t say no Grandma.

Listening to Westside Gunn in Tribeca, not your average white boy

@gmalone There’s No relax champ. No relax when I’m on Twitter. I’m on 10 until the second I close the app. You relax!!

The left yelled in unison, “P.K., you can’t go sit at the bar solo before everyone arrives.”

@FazePercules Horses don’t stop they keep goin’ #motion

YOU THINK THE FOUNDING FATHERS GAVE UP WHEN THEY GOT TO RENT A HORSE IN NEWARK NEW JERSEY AND THEY WERE OUT OF HORSES? NO THEY FOUND ANOTHER WAY

Wow your friend is hot too

Wow your body is amazing.

@Jtacktheritrix1 should we be concerned?

Dinosaur randomly spawned outside my office. Can’t tell if it’s an ad for an upcoming movie or a Trojan Horse from Iran.

Rate my Nutshell listening spot

@POTUS emergency funding needed for an Iron Dome at this location.

Do you think they have AI in the Star Wars universe?