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All growth in GDP is coming from the government spending, job growth coming from the government. Higher rates, will continue to hurt consumer spending.

Apple is a service company now. We will see how Apple vision goes, but mid cycle on Phone going to be a tough call

You are correct on all points. We were lucky last year with a warm winter. This administration killing drilling and NG project. Is going to hurt supply. Oil and Gas is not going away demand will continue to increase over the coming years. This years election will effect my medium term thinking...

NVDA is crushing it and we are in the 3rd inning here. Broadcom is another great play. All the morons claiming their P/E is too high are nuts. They have no competitors and the announcement of their new chip with software puts them light speed ahead of AMD Intel. meta saying they are going to...

Easiest bet Iranian sword rattling is going to create issues

I like NVDA and GBTC/IBIT Bitcoin will go to 100k.

Not so smart now!!!