🏢 Office REITs Q3 Preview: Focus on interest rate headwinds, leasing CapEx, debt maturities and paydown ‣ Office REITs kicking off Q3 results, with SL Green (SLG) and Brandywine (BDN) AMC today, with Kilroy Realty (KRC) AMC tomorrow. • Sentiment slightly more bullish versus the sector, with buy-rated consensus 58% (RE Sector 54%), as commentary highlights strengthening fundamentals, flagging Q3 national and metro statistics including occupancy, rent growth, leasing volume, and absorption. • Interest rate headwinds the big area of focus, with recent backup in yields leading to some downgrades, broad target cuts, across the group. Commentary on refinancings, deleveraging, as well as development/construction debt facilities, and impacts to disposition plans, yields. • Leasing CapEx, concessions, also flagged as attention turns to FFO growth versus SSNOI, with tenant incentives having hindered inflections, accelerations, in the bottom-line metric. AI jobs impact also highlighted in terms of additional color around tenant commentary, demand/sizing of space. • Bullish also flagging valuation relative to current (improved) demand backdrop; B/S in better shape, with capital access, terms, more favorable, both in terms of potential equity partners, JV stakes, as well as debt funding. • Bearish seeing rate backup as adding to NT headwinds, pressuring sentiment, and pushing out a sustained recovery in positively trending earnings growth seen as needed in order for a real step-up in market sentiment and pivot towards more constructive views. $SLG $BDN $KRC #OfficeReits# #REITS# #CommercialRealEstaste# #Earnings# #CapEx# #FFO# #SSNOI# #AI# #Leasing# #FinTwit# #REITInvesting# #RealEstate# Gain immediate access to earnings insights with #StreetAccount#:

In the Trump Administration, we are reinvesting in American workers and reinvesting in American industries. No more shipping jobs overseas, and no more undercutting the wages of hard working Americans who deserve a stake in their country.

🧮 Starting today, mTokens can be bridged directly on the Midas website. No more redeeming and reinvesting to change chains: a position invested in on one chain can now be bridged and used in DeFi on another chain. mTokens are burned on the source chain and minted on the destination chain, so you receive the same mToken, not a wrapped version. →

Jensen Huang says $NVDA all in investment across the AI ecosystem could exceed $100B saying “we might be like a hundred billion dollars.” Nvidia is taking cash generated from AI and reinvesting it across nearly every layer of ecosystem it helped create.

Stocks are significantly outperforming housing over the US over the long run: Since 1975, the S&P 500 has delivered an average annual total return of +12.2%. This is more than double the +5.1% annual gain in US home prices over the same period. Even without reinvesting dividends, the S&P 500 has still returned an average of +9.3% per year, outperforming house price appreciation. After adjusting for inflation, the gap is even wider, with the S&P 500's real total return at +8.3% over the last 50 years, nearly 6 times the +1.4% real annual return of US home prices. At the same time, the S&P 500 excluding dividends and adjusted for inflation has returned +5.4% per year, on average. Stocks have been a far more powerful driver of wealth creation than housing.

🎉 New #listing# 🌟 $SKHYON (SK Hynix (Ondo Tokenized)) has been listed on LBank! SKHYon is the Ondo Tokenized version of SK Hynix, giving tokenholders economic exposure similar to holding SKHY and reinvesting any dividends. ❤️ Details:

$EOSE Great call and progress! Congrats to the whole team. Main takeaway: Cerberus isn't going anywhere. They continue to doble-down on $EOSE, reinvesting, putting the effort and talent, and building a "platform"; the typical Private Equity playbook. A battery OEM having its own project development arm makes all the sense in the world. I like it. Allows for faster deployments of newer technologies, and can work as a hedge and reinvestment avenue if manufacturing ever becomes commoditized. There's a scenario were owning the energy asset is more profitable than manufacturing it. Dont know the probability of it, but it exists. Eos has got that covered now. On the commercial front: 2GWh from Turbine-X + 2GWh from Frontier USA + 3GWh from Talen + 3.3GWh from NYSERDA... among others... some of them need to turn into firm orders, but still. Lots of traction to like imo. Manufacturability of the product continues to improve, even without Tornhill online. John Mahaz is a killer and great addition to the team! Margins still negative but improving fast, and are even targeting adj-EBITDA positive by year-end. That was above my expectations. All-in-all, lots to like. $EOSE placed the bar super low after Q4 2025. That was deliberate. Painful in the short term, but the only was to rebuild from there. Q1 2026 was the first step towards that. Cerberus continues to be all-in. A lot more to digest.

The 4% rule was the guiding tenant for the retire early community In our new sector, I am trying to calculate an early retirement plan So far living off 1/3 of your income through @YieldMaxETFs or others seems accurate Reinvesting the 66% is based on your personal strategy