Raeanne Thompson

Grandmother who loves to learn and experience life with my family

[Jonah Lupton @JonahLupton]

It’s one of those days when I’m glad we’re only 50% tech/ai (chips, memory, data centers, power, connectivity/optics) and then 50% everything else (medtech, adtech, healthcare, fintech, ecommerce, robotics, space, defense, minerals, software)

Not a good day for tech & ai.
Very good day for everything else especially healthcare.

My favorite small/mid cap healthcare names right now are $TMDX, $HIMS, $HROW, $PRCT, $CLPT and then we started buying some $ATEC a couple weeks ago after it got hit on earnings and we have a small position in $CMPS which is very speculative so please be careful and don't chase.

Lots of people chasing software/cloud stocks at 20-30x NTM revs... meanwhile all of my healthcare stocks are trading at 2-3x NTM revs.

My strategy is to own a portfolio of 20-40 stocks that I think can all double within 2-3 years and triple within 3-5 years.

It's pretty hard to achieve those results if you're buying stocks at 20-30x NTM revs.

NFA.
DYOR.
*We own all of the stocks mentioned in this post.

[Sleuth 🔎 @YoYInvestor]

$ONDS This is what shareholder alignment looks like 🔥

Eric Brock’s financial outcomes are directly tied to ours with his equity ownership.

In other words, he only wins if we win.

We’re just getting started 👊🏼

[Devoted Dividend Investor @DevotedDividend]

10 Buy & Hold FOREVER Dividend Aristocrats 🏆💸

🥤 $KO Coca-Cola
🧻 $PG Procter & Gamble
💊 $JNJ Johnson & Johnson
🍔 $MCD McDonald’s
🏪 $WMT Walmart
📦 $CL Colgate-Palmolive
⚙️ $EMR Emerson Electric
🚂 $CSX CSX Corp
🚰 $AWR American States Water
🏭 $ABBV AbbVie

These companies have raised dividends for decades straight 📈🔥

[Jeremy Lefebvre @HolySmokas]

What changes would you make? Nearly $4.4M portfolio

[amit @amitisinvesting]

PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.

The document is over 100 pages and has thousands of trades.

This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries.

Here are some of the names that Trump bought:

$PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.

[Eric Cole @erichustls]

My CPA charges $800/hour.

He recently asked me, “If you die tomorrow, can your family even log into your bank account?”

I couldn’t stop thinking about it.

Then he showed me these 4 things that rich people always have ready:

[Brad Thomas @bradthomas]

The U.S. has data center dominance

$DLR $EQIX $AMT $IRM $BX $PLD

[Bilaal- BD investing @bdinvestingg]

The boring AI infrastructure stack nobody talks about 💡

$FIX — installs HVAC in data centers. No cool air, no compute.
$VST — Texas power plants that never sleep. AI signs directly with them.
$VRT — liquid cooling inside every hyperscaler. NVDA ships GPUs, VRT ships everything around them.
$ETN — moves power from grid to chip. Data center backlog up 200% YoY.
$PWR — wires the grid to the data center. $44B backlog. Building AI’s foundation.
$ENS — UPS batteries keeping data centers online when the grid blinks.
$BWX — builds nuclear reactors. Microreactor play for behind-the-meter AI power.

Picks → shovels → wires → cooling → backup. Every layer has a winner.

[Brad Thomas @bradthomas]

"We are the only REIT I know of that has no debt." Gordon DuGan, $NLCP.

With 280E going away for compliant operators, 50–55% of rent tied to now‑federally legal medical activity, and a 90% AFFO payout, this balance sheet is built for the next leg.

[Devoted Dividend Investor @DevotedDividend]

$75K into high income ETFs 👇

$75K in $QQQI pays around $875 per month
$75K in $SPYI pays around $745 per month
$75K in $JEPQ pays around $625 per month
$75K in $JEPI pays around $440 per month
$75K in $GPIQ pays around $625 per month
$75K in $IAUI pays around $780 per month
$75K in $CHPY pays around $2,500 per month
$75K in $IDVO pays around $375 per month

[ETF Tracker @TheETFTracker]

When you buy $10,000 of the Dan Ives Wedbush AI Power & Infrastructure ETF $IVEP, here's how much of each stock you're buying:

$464 of Bloom Energy $BE
$454 of Quanta Services $PWR
$435 of Vertiv Holdings $VRT
$413 of Siemens Energy $SMERY
$409 of GE Vernova $GEV
$402 of Schneider Electric $SBGSY
$394 of Constellation Energy $CEG
$388 of Monolithic Power Systems $MPWR
$384 of NextEra Energy $NEE
$383 of Eaton $ETN
$380 of Equinix $EQIX
$357 of Williams Cos $WMB
$355 of Southern Company $SO
$349 of American Tower $AMT
$345 of Johnson Controls $JCI
$339 of Digital Realty Trust $DLR
$329 of Coherent $COHR
$328 of Baker Hughes $BKR
$317 of nVent Electric $NVT
$315 of Cameco $CCJ
$315 of Kinder Morgan $KMI
$309 of Vistra $VST
$305 of Dominion Energy $D
$272 of Talen Energy $TLN
$246 of Hubbell $HUBB
$240 of NRG Energy $NRG
$227 of BWX Technologies $BWXT
$217 of Southern Copper $SCCO
$198 of NuScale Power $SMR
$114 of Willdan Group $WLDN

[The Money Cruncher, CPA @money_cruncher]

If you died tomorrow, would your family know how to access everything?

Banking, crypto, brokerages, your laptop...

Here's how to build your "When I Die" binder in under 10 minutes:

[Raeanne Thompson @henderson316]

@Jake__Wujastyk HELLO

[Raeanne Thompson @henderson316]

@Jake__Wujastyk KITTY

[Raeanne Thompson @henderson316]

@bradthomas Watched the video. Loved it. Very interesting.

[Jake Wujastyk @Jake__Wujastyk]

$GME

Same deal as $TSLA. If this fills the gap at $28.42 by next Friday, I’m giving 4 people $500 each.

Comment/retweet KITTY below to be eligible.

[Raeanne Thompson @henderson316]

@Jake__Wujastyk KITTY

[Raeanne Thompson @henderson316]

@Jake__Wujastyk CRWD