EE
Excelerate Energy, Inc.
stock NYSE

For whatever reason, I don’t have this section in my app yet, but my plan is to use 1p which piggybacks EE network as a main carrier and a fallback and Revolut eSIM for else. I don’t have fiber at my home and I wfh, so that’s a planned set up. So far, the deal look awesome. 
Where you activate the SIM btw? I checked revpoints and nothing there and support said it’s a gradual rollback. 

Energy has been ripping for the last \~60 days across small, mid, and large caps. Here are the top winners:
Large cap:
* Texas Pacific Land Corporation (TPL) +54.7%
* Venture Global Inc (VG) +52.2%
* BorgWarner Inc (BWA) +41.2%
Mid cap:
* Valaris Limited (VAL) +77.3%
* Noble Corporation plc (NE) +54.1%
* Dana Incorporated (DAN) +46.8%
* Transocean Ltd. (RIG) +58.4%
Small cap:
* Kosmos Energy Ltd. (KOS) +64.7%
* Excelerate Energy Inc (EE) +53.6%
* Ring Energy, Inc. (REI) +44.6%
* Sable Offshore Corp (SOC) +44.3%
This isn’t just oil majors. Offshore drillers and smaller E&Ps are participating too. That’s usually what you see when capital really starts flowing into a sector instead of just hiding in the mega caps.
The real question isn’t "has rotation begun?". Rather, is it a short-term positioning squeeze or the start of a multi-quarter earnings and cash flow re-rating?

FYI, for Americans, you can have a debit card account with Wise that pays interest. It’s a little over 3% right now.
I also have basically laddered savings bonds, I and EE that I can get money out of in just a day or two.  
The EE just pays 2.7% but will double if left alone for 20 years, and I can foresee 2.7% looking decent again the way things are going.
I bonds are over 4% right now.

If you are investing for the long haul - I would consider one of the credit card stocks (Visa or Mastercard). For medium term - next three months - I would recommend Energy Stocks. With all the AI craze there is a real need for more energy and stocks like EE are benefiting from it.

Muni bonds are riskier than Treasuries. That risk also often shows up when stock risk does, making them subotpimal rebalancing partners. I wouldn't hold more than 5-10% of a portfolio in them. I also live in a high-tax state and held munis for a while then decided they just aren't the kind of diversification I'm looking for in bonds. Now I hold exclusively Treasuries, TIPS, Series I and EE savings bonds and those work well for me.

Retatrutide does not destroy anything. It has 18% DC rate due to side effects and likely > 25% Total DC rate. Tough at higher doses with 20% dysesthasia and I know risk is tachyarrythmia ( Lilly didn’t disclose at triumph 4 top line )

When comparing $LLY Triumph 4 retatrutide wt loss and the difference from efficacy estimate (EE) to treatment estimand (TE) vs phase 2 that was published in NEJM 2023 ( 24% EE and 20% TE at 48 Wks , below ) you see exactly same trend of wt loss drop when looking at ITT roughly same wt loss of 20% at 48 wks that likely seen in Triumph 4 ( we don’t have curves yet, just my guess ).
Just clear reproducibility of all data from phase 2 to 3 and will see same outcome in all retatrutide phase 3 trials that will be reported in 2026 ( don’t let Lilly fool u with statements and wait for more trials )
Same thing was seen when I compared $LLy orforglipron phase 2 to phase 3 and adjusted for escalation.