MID-LEVEL MANTRAS 1/4 ignore your inner karen trust your gut silence the inner voices of fomo and ego 2/4 be motivated by max return on min effort 80:20 rule time is too precious to not be a bit lazy 3/4 never get stuck in how you think the path of least resistance is ok float in the river of new ideas 4/4 if you are trading options always be closing mid profits vs. max loss

Macquarie is buying $5M of $NUAI at $5 / share. Another $5M in Warrants with a $4.30 strike. Yes there will be an offering at a discount and dilution, but will it bring in institutional buyers and leave them with a clean corporate structure to sign a tenant for TCDC. $290M credit facility just landed for a $235M market cap. This is the same setup, playbook and lenders as $APLD before it re rated. All the pieces are in place if you can be patient, imo this is the easiest multi bagger in the market right now.

Boom!! $NUAI New Era Energy & Digital Closes Multi-Tranche $290 Million Senior Secured Term Loan Credit Facility with Macquarie Group to Finance Texas Critical Data Center Flagship Project finance.yahoo.com/sectors/en…

In a stunning reversal, the price of crude has collapsed this week from being up 13% to down -5% and is now only up 69% YTD.

I truly lovely this game. Never a dull moment. Troubling for the average Iranian though, despite stonks I am still hopeful they can come out of this free.

biggest and most painful rug pull of the year incoming

According to BofA whenever a US president comes out with a Bunny mascot on Easter and threatens to kill a whole civilization in the Middle East, the S&P500 is up on average 18% six months later

playing chicken with a group of jihadists who use martyrdom as a military / political strategy is insane.

I say this humbly as I am a mid-level cruiser but, it seems the only mediator with enough influence to broker a deal with Iran is China. Iran can't ignore China like it can Oman / Pakistan. The obvious catch is this would require Trump to swallow his pride and come at a large political cost. Hoping for the best for the average Iranian.

Iran has no incentive to negotiate quickly. They have every incentive to drag this out. from a pure game theory perspective, the IRGC’s optimal strategy is to keep the strait closed for as long as possible because time is their greatest weapon. Every week that passes, Trump’s political cost rises and the global economy deteriorates.

ignore the Axios headlines and Truth Social posts and pay attention to this number

JUST IN: Trump gives Iran their 8th last final chance. This time, he means business. 👊🏽 🇺🇸 🔥

🚨 Donald Trump said “there is a good chance, but if they don't make a deal, I am blowing up everything over there.”

open the fuckin’ strait, you crazy bastards!

The rest of the world needs to grab the Strait of Hormuz by the pussy.

the good thing, is you can always rely on Trump to give a level-headed, diplomatic speech and not escalate conflicts. I take great comfort in tonight's speech and am sure it will be extremely bullish and soothing for the markets.

Markets down 9%, Jumps 4% on fake news, And suddenly everyone’s calling for new highs again. Sentiment has never flipped this fast. Humans are a very interesting species. It’s about to get real funny.