LOT
Lotus Technology Inc.
stock NASDAQ ADR

SpaceX is genuinely an incredible company. They have done so much for American spaceflight in the last decade and a half. If you don't like Elon that's fine, but you're discounting a LOT of brilliant people not named Elon who have achieved extraordinary things by likening them to a memecoin.

My family were probably my biggest factor to move here other than the fact the whole of Europe is overrun. Knew I’d make A LOT more money over here and be able to support them but each to their own.

To an extent I think you are correct, and it forced me to change my portfolio already.
I think we're seeing a LOT of gambling by hedge funds, just as much fearmongering by the Doomers And Gloomers Society of America, and rational thought among the talking heads seems to be gone forever.
Case and point was a week ago when Trump said he will nominate Warsh to the Fed and earnings hit. The fearmongers came out in drove, hedge funds began their gambling cycle with the shorts, and everyone kind of lost their minds - until Friday.
After listening to none other than Jensen Huang discuss the AI build out (and the amount of time it will take to complete) was a welcome stretch of sanity the market desperately needed. I think it was the 1st time I heard anyone discuss an actual timeline to complete the build out.
This said, I've already diversified my portfolio into international & precious metals/minerals with no intention of going domestic stocks only.
Keep doing your homework and flush the fearmongers. I found out a long time ago the toughest thing to deal with regarding investing is human behavior. I was warned of it several years ago, got bit by it once, learned my lesson, and continued on.
Lastly, if you got realistic investing goals you're probably doing pretty good. Don't turn into a casino junky hedge fund. They are not having a GREAT run this century, contrary to what the talking heads keep saying.

I bought a bunch of stuff off collectors internet in 2002-2003. They had tons of various “deals”. The last one I bought was a High-Grade special for $49 a coin—Indian cent, peace, Morgan, Walker, and mercury dime. They were supposed to be MS 65 or higher. I knew nothing about coins back then. Just loved collecting (baseball cards) and took the leap into coins. I’m pretty sure they went out of business, but they definitely took advantage of A LOT of people. Not bad stuff just way overpriced. Worst part is I’m still a very trusting person (and gullible) 😊
The QVC prices blow me away.

Good, it is a start.
BTC is dead when it comes to p2p cash, self custody and freedom to transact. Knoters will not change anything.
Gold is not easy to confiscate. It can be hidden and it cost A LOT OF MONEY to confiscate it. you can still p2p transact even if criminalised. All people have to do is keep it until pressure builds to change the rules again.
>Try flying with 5 kg of gold
That's a 1% problem. Most people will only have small amounts of gold.
BTC on the other hand can be easily pushed to $100-$1000 tx fees which would nullify most BTC addresses.
>So why not have both?
Why help the enemy?

I’ve always defaulted to the don’t let that AMC garbo near my pure clean GME, but I could honestly see their collaboration. With movies and gaming being default hobbies for most of America (don’t forget how many cultural deadzones there are out there) I could see them revamping AMC’s with an arcade/gaming addition, to keep people in there longer. Throw in alcohol sales and they may actually turn a profit. It also would play into RC’s recent mention of sleepy leadership, it’s another strong name that has been run through the mud from poor decision making and lack of innovation.
It’d call for a LOT of closures and layoffs though, and taking a large gamble to re-enter dying industries, but hey that’s what it’s all about innit lol

BIN 6OZ LOT

If you're set on investment it's far better to SIP into your local large cap index. You have a LOT of time.

1:2 ratio or 30% gain/60% loss for automatic stop losses. The idea is you lock in on volatility in options as they swing A LOT and you can't go up or down 30% in value and it could stop you out and you just lose money but 60% loss input can give you time to at least take a bite out of a sandwich before stopping it yourself. Pretty much option value moves a lot in 20 seconds if your trading shorter term and that gives you a safe ish spread if you don't lose every trade especially if you gain and are only trading 3-5% of your portfolio. If you maintain a 40% win rate you'll still slowly gain in practice. Weird math but it works out if you look into it

XLU — The Boring ETF That’s About to Rip Your Face Off
TL;DR: Utilities are the actual AI play. Positioning is extreme, the setup is real, and your wife’s boyfriend’s financial advisor still thinks this is a “defensive sector.” XLU $60 LEAPS.
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Position: XLU LEAPS, long various utility names. Will post gain/loss porn when this prints.
Thesis in one sentence: Every single watt powering every single GPU training every single AI model has to come from somewhere, and the companies that sell those watts are trading at 18x earnings while NVDA trades at 50x.
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Part 1: The Setup Nobody Sees Coming
Listen up, degenerates. While you’re all fighting over which AI chatbot stock to YOLO into, there’s a massive opportunity forming in the most boring corner of the market — utilities.
“But utilities are for boomers!” Yeah, and boomers are about to be the ones laughing when XLU rips 30%+ while your AI SaaS wrapper goes to zero.
Here’s what’s happening:
AI doesn’t run on vibes. It runs on electricity. And not a little electricity — an ungodly amount of it.
Wells Fargo projects AI power demand surging 550% by 2026 — from 8 TWh to 52 TWh. Then ANOTHER 1,150% to 652 TWh by 2030. That’s 8,050% growth from 2024.
IEA projects data center electricity consumption doubling to \~945 TWh by 2030 — growing 4x faster than total electricity from all other sectors COMBINED.
By 2030, powering data centers will consume more electricity than manufacturing ALL energy-intensive goods combined — aluminum, steel, cement, chemicals. ALL OF THEM.
Data centers will account for nearly HALF of all U.S. electricity demand growth between now and 2030.
And here’s the kicker that should make your palms sweaty:
Nvidia’s next-gen Blackwell GPUs require 120-140 kW per system — a 2x increase from H200s. Rack-scale systems coming in 12-18 months will need 300-600 kW. That’s a 5x increase from what was needed per system in early 2025.
Every time Jensen announces a new chip, a utility executive somewhere quietly updates their capex plan upward by another $10 billion.
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Part 2: The Supply Side Is Completely F\*\*\*ed
Here’s where the structural mismatch comes in. AI compute scales on 12-24 month cycles. You can spin up a new GPU cluster in under a year. But you know what you CAN’T do in under a year?
BUILD A POWER GRID.
Gartner predicts power shortages will operationally constrain 40% of AI data centers by 2027. Read that again. FORTY PERCENT.
PJM Interconnection — the largest U.S. grid operator serving 65 million people across 13 states — projects it will be SIX GIGAWATTS short of reliability requirements by 2027. The grid operator has literally never seen projected strain like this.
Nearly 2 TW of clean energy — 1.6x current grid capacity — is stuck in interconnection queues.
\~70% of the U.S. grid is approaching end of life. Most of it was built in the 1950s-70s.
High-voltage transformer lead times are 2-3 YEARS. You can’t Amazon Prime a substation.
The maturity mismatch is the story. Silicon scales in months. Copper and steel scale in years. Physics doesn’t care about your capex budget.
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Part 3: Why XLU Specifically — The Regulated Return Ratchet
This is the part that separates this DD from your cousin’s “buy uranium” text.
Regulated utilities have a unique business model that functions like a one-way ratchet on earnings:
1. Data center shows up, needs 500 MW - 1 GW connection
1. Utility files with state PUC for rate base expansion
1. PUC approves capital investment
1. Utility builds infrastructure, earns guaranteed 9-11% return on equity on every dollar invested
1. Rate base grows, allowed earnings grow, stock goes up
1. Repeat
This is not cyclical. This is structural compounding with regulatory protection.
The $1.4 TRILLION in required utility capex through 2030 isn’t a headwind — it’s the growth engine. Every dollar of approved capex adds to the rate base and earns a regulated return. The more they spend, the more they earn. It’s literally the opposite of how every other industry works.
Real examples happening RIGHT NOW:
Entergy — Meta building a $10 BILLION AI data center in Louisiana. Entergy constructing two new gas-fired plants (1.5 GW combined) specifically for it. Plans $41 billion investment from 2026-2029.
Dominion Energy — $50 billion capex plan 2025-2029, bulk going to Virginia (data center alley). MOU with Amazon for SMR nuclear development.
Talen Energy — Amazon deal for 1,920 MW of nuclear power through 2042. Revenue growth expected 67%+ next year.
NextEra — Partnered with Google. Florida has a state sales tax exemption for data centers over 100 MW, and NextEra has the only approved large load tariff in the state.
These aren’t speculative “maybe AI will need power someday” bets. These are signed, contracted, multi-billion-dollar commitments from the richest companies on Earth.
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Part 4: The Dual Catalyst — Rate Cuts + AI Demand
Here’s why the timing is chef’s kiss.
XLU is the ONE sector that benefits from BOTH secular growth AND interest rate sensitivity simultaneously.
When the Fed cuts:
Lower cost of capital means higher NPV of future earnings means multiple expansion. Lower bond yields means income investors rotate INTO utility dividends (XLU yields \~2.7% vs. money markets heading lower). Lower borrowing costs means cheaper financing for the massive capex buildout.
The last time rates bottomed (2020), XLU rallied 38% from $55 to $76. This time, you get that rate-driven rally PLUS a secular AI demand story that didn’t exist in 2020. The two catalysts are additive.
The Fed is projected to cut to 2.25-2.5% by 2027. There’s $7+ TRILLION sitting in money market funds and short-duration bonds that needs yield as rates fall. Where does it go? Into the highest-quality yield vehicles in the market — and regulated utilities with growing dividends and contracted AI revenue are basically the perfect asset for that reallocation.
The flow potential from fixed-income-to-utilities is ORDERS OF MAGNITUDE larger than equity rotation. This is what could make the move violent.
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Part 5: Positioning Is Extreme
Let’s talk numbers:
Utilities make up less than 3% of the S&P 500. For context, Apple alone is \~7%. The entire sector that powers civilization is worth less than one phone company.
XLU’s median forward P/E is \~18x. Historical average for utilities with this growth profile is 21x+. A reversion to 21x = 16.5% upside from multiple expansion alone, plus 2.7% dividend yield. That’s \~20% without a single incremental watt of AI demand.
XLU’s forward 3-5 year EPS growth rate is \~8%. That’s nearly DOUBLE the historical utility growth rate of 4-5%. The market hasn’t fully re-rated the multiple to reflect this.
The beta is \~0.5. That means options are priced for low vol. If utilities actually move like a growth sector (which the fundamentals now support), the implied vol is WAY too cheap. Buying LEAPS here is getting growth-sector upside at defensive-sector option prices.
Meanwhile, Seeking Alpha literally published a piece titled “Utilities Are The 2026 AI Shovel Trade” — arguing XLU is the pick-and-shovel play for AI that doesn’t require you to bet on which AI company wins.
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Part 6: The Names Inside XLU That Are Carrying This Thing
Not all utilities are created equal. XLU has \~30 holdings, but the real movers are:
VST (Vistra) — Nat gas + nuclear + solar + battery in Texas/PJM. Amazon and Microsoft PPAs, Comanche Peak nuclear deal.
CEG (Constellation) — Largest U.S. nuclear fleet, 21 reactors. Microsoft and Meta long-term nuclear PPAs.
NEE (NextEra) — Largest renewable energy developer + FPL. Google partnership, Florida data center tax exemptions.
NRG — Aggressive growth, acquiring 13 GW from LS Power. Scaling to 1 GW of data center capacity.
D (Dominion) — Virginia = data center capital of the world. $50B capex plan, Amazon SMR partnership.
ETR (Entergy) — Louisiana/Texas grid with industrial load growth. Meta’s $10B data center, 1.5 GW new gas plants.
TLN (Talen) — Pure-play nuclear data center co-location. Amazon: 1,920 MW through 2042, earnings +100%.
The beauty of XLU is you get the high-beta AI-nuclear names (VST, CEG, TLN) that drive upside, PLUS the stable dividend payers (SO, DUK, NEE) that provide the floor. Asymmetric by design.
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Part 7: Risks (Yes, I Actually Read This Part)
I’m not a complete degenerate. Here are the real risks:
1. Inflation reignites and rates go UP instead of down, causing multiple compression. This is the biggest risk to the thesis. But even in this scenario, the secular AI demand story still drives earnings growth. You just don’t get the multiple expansion kicker.
1. DeepSeek-style efficiency breakthroughs that reduce power needed per inference. Possible, but even the IEA’s bearish “Headwinds” scenario still projects data center demand plateauing at 700 TWh — a massive increase from today. And Jevons’ Paradox suggests efficiency gains actually INCREASE total consumption because they make AI cheaper to deploy.
1. Capex overruns and execution risk. $1.4T is a LOT of spending. If costs blow up, margins get hit before rate base returns kick in. Some dilution risk as utilities raise capital.
1. Regulatory risk. PUCs could push back on rate increases tied to data center buildout, especially as residential ratepayers complain about subsidizing Big Tech’s power bill. NPR already ran a story about this.
1. Power prices soften. IPPs like Vistra are exposed to wholesale power markets. If supply catches up faster than expected, merchant power prices could disappoint.
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Part 8: The Trade
Conservative: Buy XLU shares, collect 2.7% dividend, wait for the 20-30% re-rating over 12-18 months. Your financial advisor would approve.
WSB-approved: XLU LEAPS. The Jan 2027 $50C or $55C. You’re getting growth-sector upside at defensive-sector implied vol. The beta of 0.5 means the options market is pricing XLU like it’s going to sleep for the next year. If this thesis is even half right, those LEAPS are significantly underpriced.
Galaxy brain: Pair XLU LEAPS with XLE calls. Energy production (XLE) + energy distribution (XLU) = the entire value chain. If energy is the AI bottleneck, you want to own both sides.
Earnings catalyst timeline:
Q4 earnings season (NOW) — watch for upward guidance revisions citing data center contracts. Fed rate decisions throughout 2026 — each cut is a catalyst. Continued hyperscaler capex announcements — every time MSFT/GOOG/META/AMZN announces another $50B data center, XLU names pump.
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Part 9: Why This Is Different From Every Other “AI Play”
Every week someone posts a DD about some AI SaaS company that’s going to 10x. Here’s why the utility trade is fundamentally different:
1. You’re not betting on who wins the AI race. You’re betting that the AI race HAPPENS. Doesn’t matter if OpenAI, Google, or Meta wins — they ALL need power. XLU is the ultimate AI-agnostic play.
1. The customers are the most price-insensitive buyers in history. Mag 7 companies are spending $400B+ combined annual capex on AI. They WILL pay whatever it takes for power. When your customer has a $3 trillion market cap and considers electricity a strategic asset, you have pricing power.
1. Contracted revenue with regulated returns. These aren’t “maybe we’ll get revenue if the product works” projections. These are signed, multi-decade PPAs with the richest corporations on Earth, backstopped by state regulatory frameworks that guarantee returns on invested capital.
1. The mismatch has physics on its side. You can’t stop physics. Transformers take 2-3 years to build. Transmission lines take 5-10 years to permit. The supply constraint is REAL and STRUCTURAL. No amount of money printing or Fed intervention changes the timeline for building a substation.
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The Bottom Line
The entire AI thesis — the $7 trillion in projected data center infrastructure capex by 2030, the artificial general intelligence dreams, the robot factories, ALL OF IT — runs through the power grid. And the power grid is run by the companies in XLU.
The market is pricing these companies at 18x earnings like they’re still sleepy dividend stocks. But behind the scenes, they’re signing the largest power contracts in human history with the richest companies in human history.
The XLU story isn’t a meme. It’s a maturity mismatch between exponential AI compute demand and the glacial timeline of physical power infrastructure buildout, combined with a positioning extreme in a sector that’s less than 3% of the S&P 500, about to be turbocharged by a Fed rate cutting cycle.
This is the most asymmetric risk/reward in the market right now. The boring ETF your grandma owns is about to become the hottest trade of 2026.
XLU $60C Jan 2027. See you in debtors prison.
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Not financial advice. I eat crayons for breakfast and my portfolio is a cry for help. Do your own DD.
Positions: Long XLU, long various utility names mentioned above. Will update with gain/loss porn.
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EDIT: For the mouth breathers asking “why not just buy CEG or VST individually?” — you can. The individual names give you more leverage to the thesis. But XLU gives you diversification across the value chain (nuclear, gas, renewables, grid) plus the stable dividend floor. If you want more juice, buy the individual names. If you want the thesis with less single-stock risk, XLU is the play. Or do both. I’m not your financial advisor — and neither is your wife’s boyfriend, despite what he tells you.

People shit on adobe, but their products are sticky.
Ask an editor whose been using premiere or after effects for five / ten years whether they'll stop using adobe. 
For me personally, it would take A LOT for me to cancel my adobe subscription.
Some will use resolve, but I am pretty much locked into Adobe because I know it well and it works.
Alot of AI tools excel at one thing like faster rough rotoscoping or caption creation. Most of these are add ons, not replacements. 
Just my two cents.

BIN LOT 1

BIN LOT 1

I know someone who made a LOT of money doing something seen as low status. I asked him about it and he said something like "once you have a lot of money people done care about how you go it."

Right now it means a WHOLE LOT more than Mike Saylor and Tom Lee!😂😂😂

I think you greatly underestimate the instrinc value of gambling and international black market transactions.
Bitcoin is both an incredible tool both to gamble with and gamble on.
Yes gambling without an edge is inherently unproftiable, but it provides incredible behavioural reinforcing utility and people are willing to pay A LOT for that.
Look at the lottery, look at las vegas, look at all the sports bookies and their conglomerates based on providing this vice.
This provides a much higher floor for anything but the absolute worst of times. Then in the absolute worst of times, maybe the qualities the BTC fanatics preach will come into play? (probabily not , but Im not an expert).

no, you should give examples of major companys that are NOT still around. you know, you said there are A LOT of, and i'm in a bias.
lots of words you allready wrote, instead of giving some examples and showing how wrong i am.
PS: if you scroll up, you can clearly see you are refering to "Vast majority are NOT" - thread.

Let me get this straight. You have ~14 Sharpe, you are making 5 million a year and you want to work for a fund?! A fund comes with a LOT of other constraints, the most important being drawdown limit. If you are losing more than 5%, you are in some serious trouble. The best PM I know got fed up of dealing with Risk and just set up his own family office. And he’s doing absurdly well. If you have 14 Sharpe, harvest it yourself and don’t let anyone know about it.

There's a lot - and I mean a LOT - of free investing education on the internet. If you live with your parents and play video games for entertainment your best ROI is going to be getting educated on financial matters.

Since markets are unpredictable, sometimes i have pretty good understanding of where price may head for the day, sometimes realy realy good, but often happens that let's say i wait for a 4H level, but price gives me a 15m Level, even with all red flags i take it anyway, i mean today it happens GUYS. i trade a lot!!! do u think taking a break helps?!?!? i can trade i know how to trade i know everything i can call market only thing i need is emotional stability and let me tell u i pass A LOT of time behind the charts since i started cos i tought more time i learn more which i mean i learned but sometimes i see people trading less often and less time than me taking basically same trades and hindsight so its not a matter of it its more a matter of everybody see same chart .... like ... maybe i can get a slight edge from intuition but many other people can get the same .... most important is mental health should i take a break for a week no charts just eat clean, workout, meditate, read psychology books and come back next week?!!?!? i mean i think its part of the solution ... i took sunday and saturday and still i spent most of my time at the desk wasting time, like i couldnt wait for monday... my life is messed because i am not sacrificing a lot for trading, i left job ... i mean i ll be next month to work if this doesnt work which seems it will not soon, and also

february was the month were i said i was gonna fix my psychology cos january was a proof that my analysis is good its just my executions, now i am kind of fixing the execution issue, then also i fixing overtrading prbolem but i still stay on charts so long and i take demo trades and i dont even respect rules even on demo ..... also i am i think addicted to dopamine from staying a lot time in charts, i smoke cigarettes, drink coffee, i workout but not consistently and recentyl i find myself scrolling a lot ... basically i feel like a junkie that "trades" but in real life i am completelly normal and social .. even if i rarelly hang out anymore .... sorry long post. .. if u read and give me help it will be a lot