Oli
@OInvests
MA Economics | Treasury | Thematic investing: AI infrastructure, Defense, Space | Core: $IREN $NBIS $MU $VRT $ASTS | Building: $CRDO $RKLB $PLTR | $BTC
加入 August 2025
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Brent oil down. 10-year Treasury yield down.
Oil is the limiting factor holding everything back.
Strait of Hormuz resolution:
> Oil comes down.
> Yields come down.
> Fed can cut rates.
> Cost of borrowing goes down.
Growth Stocks Rally: $IREN $MU
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