💵 Founder of the #UltraIncome Movement c. 2023 📰 Breaking down Tech, Markets & Geopolitics Ⓜ️3️⃣ is a Mindset: #MoneyMindsetMondays
Posts ≠ Financial Advice DYOR
Joined October 2021
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🚨 Mid Term Elections 🚨
I expect the #Democrats to win big in the mid terms today.
Here’s why,
1. Rise in inflation was self inflicted for the most part. If America was attacked directly then I feel the Iran war would be more supported at home but it’s not and inflation is soaring, just read the latest economic data and commentary. This will be a core grievance in my view. Especially as winter is coming gas prices will continue to soar as winter demand stays high.
2. Interest rate promises weren’t kept and pressuring the fed had an adverse affect on markets and policy. His man actually not as loyal as he thought. He is principled and understand the world. You can’t lower rates or get the “Swiss Rate” POTUS wants in this Macro Environment it’s not realistic at all.
3. The Republican party has developed too many factions. From MTG to Tucker to Pompeo to Rubio to so many others it’s sloppy. The #MAGA group, the Apologists and the Anti-Trump #Republicans all hate each other and it’s more public than ever.
Let’s not forget that President #Trump insisted on launching his own party by turning his back on the party. He was minutes from launching his own until the party threatened to withhold his data, contacts and campaign funding.
In effect President Trump now has the party he always wanted but it’s worked against him he’s increasingly isolated at home and abroad and I personally feel the mid terms will reflect that. Wouldn’t be surprised to see Texas flip as well.
What do you think?
M3 Invest | See Pinned Post retweeted
Because even if $IREN only build 25% of the 30GW additional pipeline (on top of the current 5GW secured), that would take them to 12.5GW.
They will have $4B ARR from 300MW.
With 12.5GW they would have $166B ARR
They would be making $166B per year in revenue from those data centres.
The market cap is currently $8B.
Do you not understand how big the opportunity is here?
M3 Invest | See Pinned Post retweeted
Elon right now
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
Republican Party is having a meltdown on X
The party is more divided than ever and posting anything for clout at this point
What’s worse is that it’s increasing obvious commentators have no real world experience beyond their towns
The party needs a lot of therapy and introspection. Guarantee it’s gonna nasty over the next 2 years when the in fighting between the factions comes out in the open
M3 Invest | See Pinned Post retweeted
I felt that way until I started my own business
I feel like once you start offering a service to others that genuinely improves their lives the calculus just changes
#BlueTsunami incoming 🌊
🚨 Mid Term Elections 🚨
I expect the #Democrats to win big in the mid terms today.
Here’s why,
1. Rise in inflation was self inflicted for the most part. If America was attacked directly then I feel the Iran war would be more supported at home but it’s not and inflation is soaring, just read the latest economic data and commentary. This will be a core grievance in my view. Especially as winter is coming gas prices will continue to soar as winter demand stays high.
2. Interest rate promises weren’t kept and pressuring the fed had an adverse affect on markets and policy. His man actually not as loyal as he thought. He is principled and understand the world. You can’t lower rates or get the “Swiss Rate” POTUS wants in this Macro Environment it’s not realistic at all.
3. The Republican party has developed too many factions. From MTG to Tucker to Pompeo to Rubio to so many others it’s sloppy. The #MAGA group, the Apologists and the Anti-Trump #Republicans all hate each other and it’s more public than ever.
Let’s not forget that President #Trump insisted on launching his own party by turning his back on the party. He was minutes from launching his own until the party threatened to withhold his data, contacts and campaign funding.
In effect President Trump now has the party he always wanted but it’s worked against him he’s increasingly isolated at home and abroad and I personally feel the mid terms will reflect that. Wouldn’t be surprised to see Texas flip as well.
What do you think?
M3 Invest | See Pinned Post retweeted
Bloomberg: A rare bid to break up Alphabet Inc.’s Google is one of the options being considered by the Justice Department after a landmark court ruling found that the company monopolized the online search market, according to people with knowledge of the deliberations.
bloomberg.com/news/articles/…
M3 Invest | See Pinned Post retweeted
🚨 NEW ETF LAUNCH $OVQ
Congrats to the team at @LS_funds for launching their new fund! The Nasdaq 100 Income is finally here
#Fintwit will be happy today with this
Overlay Shares Nasdaq 100 Income ETF ($OVQ) is now available!
✓ @Nasdaq 100 Equity Exposure
✓ Active Risk-Managed Put-Spread Overlay
✓ Targets a 12% Annual Distribution Rate (Paid Monthly)*
Learn more now: LSFunds.com/OVQ
Read the prospectus carefully before investing. See this thread for a link
M3 Invest | See Pinned Post retweeted
$CEG (Constellation Energy) — Largest U.S. nuclear utility operator with a major existing reactor fleet. Direct beneficiary of higher power prices and nuclear capacity value for AI/data centers.
Price: ~$253 | 52w high: $406 | Market cap: ~$90B
M3 Invest | See Pinned Post retweeted
⚛️ Current State of Nuclear ⚛️
Many #Nuclear energy stocks remain well off their highs after a sharp pullback across the whole fission centric value chain.
SMRs, utilities, miners, enrichment companies and more are 40-80%+ below 52w.h.
🧵 Let’s take a look at some of them
