I Comment on Stocks, Business, and Personal Finance | Mortgage Loan Originator by Trade | Tennessee Haslam College of Business Graduate | My Takes Are My Own

Knoxville, TN, USA
Joined May 2023
BREAKING: $RKLB Rocket Lab Secures $190 Million Contract for 20x HASTE Launches Cements Hypersonics Leadership with Department of War Partnership
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BREAKING: The Federal Reserve leaves rates unchanged on a 11-1 vote. The Fed is signaling in their summary of economic projections that they will only cut once in 2026 and once again in 2027.
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Conviction Beats Luck Every Time I consider myself extremely lucky to have identified several true 10× stocks early on. In particular, $PLTR and $NVDA now represent more than 75% of my various portfolios. That said, surviving—and thriving through—drawdowns and volatility often exceeding 50% over the past three years had very little to do with luck. It came down to three things: deep conviction in the thesis, the patience to stay the course, and strict discipline with dollar-cost averaging (DCA), even after building my initial positions back in 2023. In the end, picking great stocks is only part of the equation. What truly drives outsized, compounded returns is the ability to hold through turbulence with unwavering patience, rock-solid conviction, and consistent, disciplined buying—luck plays almost no role in the long game!
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노랑색이 팔란티어
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Palantir CEO Alex Karp on supporting the American warfighter 🇺🇸 “No matter where you are on war or this administration or anything else, this country has an ability to define itself, meaning our constitutional order and the spirit around it, and our economic success, because it is defended by courageous men and women who are willing to put their life on the line.”
$PLTR Sat down with Palantir CEO Alex Karp at Palantir's 9th AIPCon to discuss where software is going, why AI models need an ontology, what Palantir's message is around the war, and why value creation is the only way to survive. Thank you to Alex for taking the time!
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TRUMP: IF IRAN DOES ANYTHING TO INTERFERE WITH THE SHIPS PASSING THROUGH THE STRAIT, I WILL HAVE NO CHOICE BUT TO ATTACK THE KHARG ISLAND The Kharg Island is responsible for 90% of Iran’s crude oil exports.
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$ETH $BMNR Key Technical Levels To Watch For #Ethereum (roughly): $1,850---> $2,350 $2,350---> $2,750 Once we break $2,750... we'll talk higher numbers.. not there just yet What pushes us higher? The end of this conflict? The Clarity act?
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GE Aerospace and Palantir Expand Partnership to Transform Military Aircraft Readiness with AI
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Shyam Sankar is trying to mobilize a country. The CTO of Palantir is ringing the alarm on the necessity to resurrect America’s industrial base, win the defense technology race against other countries, and empower workers across the nation without buying into the fears of AI doomerism. In this interview, we sat down to discuss his latest book, why he felt now was the right time to release it, and the message he hopes to communicate to the world. Thank you to Shyam @ssankar for taking the time! Timestamps: 00:00 - Intro 01:02 - How Shyam got to Palantir 02:19 - Palantir's Journey over the years 07:40 - Why is now the time to mobilize 09:40 - Hardware vs Software 14:57 - The Youth and Communism 20:15 - US vs China 22:24 - AI Doomerism 26:21 - Palantir's impact on how Shyam thinks of AI 29:12 - CEOs on the AI doomer case vs optimistic case 34:50 - Rapid Fire
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I spend at least an hour each day reviewing updates from my essential must-read accounts on X. Meanwhile, I block quite a few large accounts that consistently get things wrong to protect my time and feed. We don't need nonstop negativity—just real accuracy from genuine, reliable people.
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🚨 BANK LOBBY CONSIDERS LAWSUIT AS CLARITY ACT DEBATE HEATS UP The Bank Policy Institute is reportedly considering legal action against the Office of the Comptroller of the Currency (OCC). The dispute centers on crypto firms receiving national trust bank charters, according to The Guardian. Bank groups argue the policy could introduce risks to the financial system. Several digital asset companies have already secured conditional approvals, expanding crypto access to U.S. banking infrastructure. The conflict is escalating as lawmakers debate broader crypto oversight under the CLARITY Act.
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Let’s talk Greeks really quickly. Please watch videos from Dr Jim and Mike and his whiteboard for a clearer understanding:)
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I don’t think people realize how much $ETH will benefit from the Agentic Era of AI. AI is the fastest-growing technology in history. Jensen Huang just called OpenClaw the most important software ever. But there’s a BIG bottleneck: Agents need to spend money. Your AI agent can’t go to a bank branch or pass a credit check. It needs a programmable, 24/7 payment rail that doesn't sleep. With the GENIUS Act already securing stablecoins and the CLARITY Act defining the market, the infrastructure is being built right now. Biggest WINNER: $ETH (The global settlement layer for agentic liquidity) Biggest LOSER: TradFi (Too slow for a world moving at the speed of code) THIS is why Big Banks are blocking Clarity... They know it's the start of an existential risk to their monopoly.
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$PLTR How it feels as, a Palantir investor, fighting Michael Burry, CCP bots, and uneducated Palantir haters with fellow Palantards
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$BMNR $ETH BMNR has been moving in a kangaroo-type range over the past month — up one day, down the next. No clear trend yet. The key remains Ethereum. Until ETH breaks $2,150 and moves toward $2,250–$2,350, I don’t expect a major move on BMNR. If ETH clears $2,300, BMNR could push above $24 and retest the SuperTrend Cloud resistance (~$23.93–$24). Indicators (BMNR): • RSI: 47 • Smart Money MCDX: no banker accumulation yet Interesting signal forming on ETH (orange diamond) → could lead to an early signal on 4H and possibly a daily buy signal. My position is already built. Currently in the red, but I’m completely relaxed. Long term I see 2x–5x potential for ETH & BMNR. Patience. Volatility is our friend. Free post here: patreon.com/posts/bmnr-daily…
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Under Secretary Emil Michael (@USWREMichael) on how AI is being used in preparation for conflict: "AI is being used before a conflict to do planning, modeling and simulation, logistics, and organization..."
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Crisis has no calendar.
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Confirmed that Khameini was eliminated, along with thirty others who ran their military this morning. Thank you, Israel.
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Iran just fired missiles at five countries simultaneously. Here is what actually happened to each of them. Bahrain. Confirmed hit on the US Navy Fifth Fleet headquarters. Bahrain’s own state news agency reported the strike. No casualty figures released yet. This is the command center for every American naval operation in the Persian Gulf. It was struck. UAE. Multiple missiles intercepted by Emirati air defenses. One civilian killed in Abu Dhabi from falling debris. The UAE defense ministry confirmed the intercepts. The Emirates just absorbed an act of war on its sovereign territory from a country it shares a maritime border with. Qatar. Missile intercepted. Zero damage. The Qatari Interior Ministry confirmed. The same country Iran just attacked is the country that hosted Al Udeid for twenty years as a gesture of regional balance. That balance ended this morning. Kuwait. KUNA state news agency confirmed missiles were “dealt with” in Kuwaiti airspace. No reported damage. Kuwait, which stayed neutral through every Gulf crisis since 1991, just had Iranian ballistic missiles flying over its cities. Jordan. Two Iranian ballistic missiles shot down by Jordanian military. Confirmed by the Jordanian armed forces directly. Jordan intercepted Iranian missiles in June 2025 as well. That was in defense of Israel. This time Iran targeted Jordan itself. Saudi Arabia. Fars News claims strikes. No confirmation from any Saudi source. No Tier 1 or Tier 2 verification. Either it did not happen or Riyadh is not yet ready to say it did. Both possibilities carry enormous implications. Now understand what Iran just accomplished strategically. In attempting to retaliate against Israel and America, the IRGC fired missiles at six sovereign nations in a single morning. Not one of those nations attacked Iran. Bahrain did not bomb Tehran. The UAE did not launch strikes on Isfahan. Qatar hosted diplomatic back channels. Kuwait maintained neutrality for three decades. Jordan was mediating. Iran just converted every neutral and semi-neutral state in the Gulf into a potential co-belligerent. Every nation whose airspace was violated, whose civilians were killed, whose sovereignty was breached now has legal and political justification to join whatever coalition forms next. And the damage tells the real story. One civilian dead from debris. Intercepts across four countries. No confirmed destruction of any US military asset. No reported American casualties among 40,000 troops in theater. Iran fired at the entire Gulf and the Gulf caught almost everything. Compare this to what Israel did to Tehran this morning. Precision strikes on the IRGC Intelligence Directorate. Explosions near the Supreme Leader’s office. Three detonations in central Tehran confirmed by Iranian state media itself. One side hit what it aimed at. The other side hit one civilian with debris. This is the asymmetry that will define the next 72 hours. Iran demonstrated intent to strike everywhere and capability to hit almost nothing. The Gulf states demonstrated they can defend themselves. And now those states must decide whether the country that just fired ballistic missiles across their borders gets to do it again. They will not let it happen again. Watch for the joint statement. Watch for airspace coordination between Riyadh, Abu Dhabi, Manama, and Kuwait City. Watch for the coalition that Iran just built against itself with a single salvo. Iran did not retaliate against Israel this morning. Iran gave every country in the Middle East a reason to retaliate against Iran.
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Tell your children the story of this brave young woman, and her fellow passengers. Teach them what men attacked us, and who celebrated all over the world when we were attacked; who chants “Death to America” today. We must not forget, or give in to evil. Truth and courage wins.
On September 11, 2001, a 27-year-old woman made a phone call from a hijacked plane and said eight words her family has never forgotten: “This is going to be so much harder for you than it is for me.” Her name was Honor Elizabeth Wainio. Everyone who loved her called her Lizz. Two days earlier, she had been in Paris. She had just returned from Europe — a dream trip years in the making. She attended a friend’s wedding in Florence. She walked the Champs-Élysées. She stepped into a church and lit a candle for her grandmother. She once told her mother that if she ever got to see Paris, she could die happy. She was 27. A rising district manager for Discovery Channel Stores. Driven. Warm. The kind of person who moved fast in life because she had so much to do. On the morning of September 11, 2001, Lizz boarded United Airlines Flight 93 at Newark, headed to San Francisco. There were 40 passengers and crew on board. At 9:28 a.m., four hijackers stormed the cockpit. Passengers were forced to the back of the plane. But something critical happened that morning — something that changed history. Through phone calls, the passengers learned the truth. The World Trade Center had already been hit. The Pentagon had been struck. This wasn’t a negotiation. It was a suicide mission. And the people on Flight 93 understood before it was too late. In the chaos, a stranger handed Lizz a phone. “Call someone you love.” She reached her stepmother, Esther. Her voice was steady. Calm. Clear. She didn’t beg. She didn’t scream. She tried to comfort the woman who was about to lose her. “It just hurts me most,” she said, “that this is going to be so much harder for you than it is for me.” Let that sink in. A 27-year-old woman, facing death at 30,000 feet… worried about the pain her family would feel. They spoke for about four minutes. They breathed together. No dramatics. Just love stretched across distance. Then Lizz said something else: “I’m gonna be with Grandma.” Her grandmother had lived near rural Pennsylvania — not far from where the plane would crash. She couldn’t have known that. But in that moment, she found comfort in the thought of reunion. At 9:57 a.m., the passengers made their decision. They were going to fight back. Flight attendant Sandra Bradshaw called her husband and said she was boiling water to throw at the hijackers. Passenger Todd Beamer prayed the Lord’s Prayer with a phone operator and said the words that would echo across a nation: “Let’s roll.” Lizz’s final words came just before the revolt began. “They’re getting ready to break into the cockpit. I have to go. I love you. Good-bye.” At 10:03 a.m., Flight 93 crashed into a field near Shanksville, Pennsylvania. Investigators later concluded the hijackers were likely targeting the U.S. Capitol. Because the passengers fought back, that building still stands. Thousands of lives were spared. The 40 passengers and crew were later awarded the Congressional Gold Medal. Today, the crash site is the Flight 93 National Memorial. There stands the Tower of Voices — 40 wind chimes, each tuned to a different note. When the wind moves across that field, they don’t sound the same. They sound like individuals. For years, Lizz’s father would call her cellphone just to hear her voicemail greeting. One day it was gone. He said losing her voice a second time was devastating. At the memorial, he listens for one particular chime. “That’s my daughter,” he says. Honor Elizabeth Wainio’s story is not only about how she died. It’s about how she chose to live her final minutes. She had just seen Paris. She had just lit a candle for her grandmother. And when the worst moment imaginable arrived, she didn’t ask for comfort. She gave it. “This is going to be so much harder for you than it is for me.” In a world that remembers the fire and the fear, remember this too: Thirty thousand feet above the earth, a young woman chose love over panic. Check comments.
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