@LawrenceLepard The 2021 Maine vote against the Quebec transmission line wasn't a left vs right issue. Conservatives, rural landowners, and property-rights advocates joined progressives in opposition, citing government favoritism, impacts on Maine forests, and distrust of Central Maine Power.
Great names $TSMC and $ASML. My only concern is that semiconductor manufacturing equipment is a highly cyclical business. New fab construction and capacity expansion are what drive equipment demand, and I worry that $ASML may be closer to the later stages of the capex cycle than the early innings.
I think you’ve got valid points. I trimmed about 20% of my IREN back in late October just to de‑risk and pull out my original capital. Makes it a lot easier to hold the rest when it’s essentially house money. Everyone’s risk tolerance is different, so I get why the comp plan pushed you to exit.
@bitcoinbutcher1 I’ve been adding $BKKT here too. For anyone who does regular international wire transfers, the value prop is hard to ignore. I agree - more clarity is needed before committing to a larger allocation.
An incredible backdrop for a round of golf today at the OMNI Mt. Washington Resort. Fore! The one kid who didn’t shank it.
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May 30, 2026
Carroll, New Hampshire
#WhiteMountains
@mikealfred Your Space with Akshay convinced me to take a position. On top of paying $45 every time I wire money internationally, my bank is still running on WU rails in 2026. I’ve been adding at these lower prices.