Notre Dame D1 Athlete & Alum, Columbia Business School Grad, Wall Street exp at Morgan Stanley, PIMCO, BlackRock. pro Dr. Milton Friedman & pro Liberty
@europa Nelson Mandela was a member of the South Africa Communist party and started the armed wing of the ANC.
Sadly the world is now seeing the fruits of the Mandela Tree.
Chicago Democrats Just FUMBLED an Entire NFL Team to Indiana.
100 Years of History Gone. Running a City This Badly Isn’t an Accident.
Indiana is getting a brand new Bears stadium.
And Chicago gets to keep its crime, its taxes, and its $400M taxpayer funded Obama DEI trash can nobody asked for.
This is what decades of Democrat mismanagement does.
Businesses leave.
Teams leave.
People leave.
They'll blame everyone but themselves.
Indiana wins. Chicago loses. Again.
Another brutal murder of a dedicated South African hero, and the system fails us again.
This is Braam Krüger, a well-known former paramedic from Pretoria who spent his life saving others. On the Thursday before Easter this year, Braam was lured to a guesthouse in Brooklyn, Pretoria, under false pretenses.
Four suspects; Zondi Ntando (36), Siphoshile Xulu (22), Mpendulo Nyembe (27), and Sphesihle Mbambo (24) checked into three rooms, paid R2,000 cash, and arranged to meet him. Braam arrived shortly after, was taken to a room, and that was the last time he was seen alive.
His body was discovered by cleaners on Good Friday, tied up on the bed. The details are sickening. These animals bound him, robbed him of his cellphone and cash, and murdered him in cold blood. They then casually left the premises pretending to buy food and never returned.
Police tracked them through phone data, e-taxi records, and witness identifications to Protea Glen in Soweto and eventually KwaZulu-Natal, where they were arrested on April 10. A fifth suspect is still on the run.
These four are not just facing this one murder and aggravated robbery charge. The investigating officer testified they are persons of interest in other serious crimes, including a kidnapping in KwaZulu-Natal where a professor was forced to pay his captors. Ntando already has a warrant out for that case, plus pending charges in Alexandra and Umlazi for firearm violations, robbery, and kidnapping from 2025, cases he skipped court on. The group seems to operate with a clear pattern of luring victims, robbing, and killing.
Yet here we are. These killers are applying for bail in the Pretoria Magistrate's Court, claiming they're unemployed but do informal work, live in KZN, have no money to flee, and plan to plead not guilty. They argue it's "in the interest of justice" to release them.
The arrogance is infuriating. A man who dedicated his career to emergency medical service, helping keep this country running, is dead, tied up and murdered, while his killers cry about fairness.
This isn't isolated. It's part of the ongoing nightmare where good, hardworking South Africans are targeted and slaughtered, and the justice system treats the perpetrators with kid gloves.
Braam Krüger's absence is already felt by his community and everyone who knew him as a hero in the field.
📊 1–2 Year High-Conviction Allocation (Cycle-Focused)
This portfolio is built for the next 12–24 months, not forever.
The goal: earnings acceleration + AI infrastructure demand + cyclical rebounds.
🧠 Allocation
$MU – 30%
Memory is coming out of a deep down-cycle.
Pricing is improving, AI workloads are memory-intensive, and earnings are rebounding fast.
→ Highest upside, highest volatility.
$NVDA – 25%
Still the center of the AI capex cycle.
Margins + pricing power remain unmatched.
→ Slightly lower weight due to size & expectations, but still essential.
$AMD – 20%
AI accelerator ramp + CPU share gains.
Street expectations remain conservative relative to execution.
→ Strong asymmetry if AI traction accelerates.
$AVGO – 15%
AI networking + custom silicon = steadier earnings visibility.
→ Balances volatility without killing upside.
$MSFT – 10%
Cloud + AI monetization + enterprise lock-in.
→ Portfolio stabilizer, not a short-term rocket.
⸻
🎯 Key Thesis
This is a cycle trade, not a forever portfolio
Overweight earnings inflection + capex beneficiaries
Expect volatility, not smooth returns
I’ll reassess when:
Memory pricing peaks
AI capex slows
Valuations fully price perfection
Not financial advice. Just my framework.
#Investing
EFF is hoping that illegal immigrants get 'legalized' because then they have voters.
If you understand this and that there are far over 20 million illegal immigrants in South Africa, then you start understanding their logic.
They DON'T care about the country and our people... They are globalist puppets meant to retain anarchy
$NOK at ~$16 still feels wildly underpriced 🚀
$NVDA didn’t drop $1 billion at $6.01 per share in October 2025 for nostalgia. Instead, they made a significant investment of approximately 2.9% to directly embed GPUs into the network stack. This move aims to revolutionize AI-RAN and pave the way for the development of 6G technology.
Telecom isn’t just connectivity anymore.
It’s becoming edge AI compute.
I believe in Nokia.
Not financial advice, please do your own research. 💎
@GadSaad The Zionist project was a necessary, social movement given the massive discrimination that Jewish people faced in Europe in the 19th century.
It accelerated a course due to World War II tragedy of genocide.
These are the facts
Hats off to the @wsj for being the first US paper to finally cover the tragic murder of Mr. Novak
Time for Great Britain to wake up the echoes and end the discriminatory practices against its native heritage.