$EOSE JUST BECAME MY 6TH MULTI-BAGGER IN THE SMALL-CAP PORTFOLIO
Same thesis that drove my $RKLB & $ASTS positions: backing the builders of new physical infrastructure. For Eos, that’s grid storage replacing outdated hardware that can’t keep up with electrification & AI demand.
Everyone’s glued to $NVDA charts…
But the real money might be flowing where nobody’s looking.
Blackstone ($BX) isn’t chasing chips.
They’re buying the infrastructure that makes AI possible — the “picks & shovels” of the boom.
⚡ Power & Grid: $PPL, $TXNM, Invenergy
🏢 Data…
The S&P 500 usually goes down a week before a US government shutdown.
Right now, the US government odds of shutting down by Oct. 1st are at 67%, which is pretty high.
I think in the next 1-2 weeks we could get another good dip in the market before the Q4 rally.
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