Welcome back to another edition of the Smart Wealth Newsletter, where our family shares our journey through investing, financial markets, and real estate investing. Every week we aim to provide readers with real-world insight into what we are seeing in the markets, what we are investing in personally, and how we are thinking about building long-term wealth through both stocks and real estate.

I’m Chris McLaughlin, a real estate investor, author, and believer in long-term financial discipline and generational wealth building. Joining me once again are my two children, who continue growing as young investors while studying business and finance.

Trip McLaughlin currently attends the Freeman School of Business at Tulane University, where he continues developing his passion for growth investing, disruptive technologies, and market analysis. Trip enjoys researching emerging companies that he believes have substantial long-term upside potential despite short-term volatility.

Frankie McLaughlin will be attending the McDonough School of Business at Georgetown University this fall, where he plans to continue expanding his understanding of economics, business strategy, and long-term investing. Frankie has become increasingly interested in technology, infrastructure, and innovation-driven businesses.

As always, we appreciate all of our loyal readers who continue following our family’s investing journey each week.

The financial markets delivered another powerful rally during the week ending Friday, May 8, 2026, as investors aggressively bought growth stocks, technology names, and risk assets despite continued concerns surrounding geopolitical tensions, oil prices, and inflation. By the end of Friday’s session, markets had staged an impressive rebound, with the technology-heavy Nasdaq leading the charge higher once again.

The Dow Jones Industrial Average closed Friday at 49,609.16, gaining modestly on the week as investors continued rotating into economically sensitive sectors and industrial names. Meanwhile, the broader S&P 500 closed at 7,398.93, while the Nasdaq Composite surged to 26,247.08, dramatically outperforming the broader market thanks to continued strength in artificial intelligence, semiconductors, cloud infrastructure, and speculative growth companies.

For the week, the Nasdaq gained approximately 4.5%, significantly outperforming the broader market and showing that investor appetite for growth stocks remains extremely strong. The S&P 500 advanced roughly 2.3%, while the Dow Jones Industrial Average gained approximately 0.2% as investors continued balancing optimism surrounding economic growth against concerns tied to inflation and global energy markets.

One of the biggest stories impacting markets this week was the ongoing focus on the Strait of Hormuz, which remains one of the most strategically important shipping lanes in the world. Roughly 20% of global oil supply moves through this narrow waterway, meaning any geopolitical instability in the region can have immediate ripple effects throughout the global economy.

Earlier in the week, oil prices moved sharply higher as traders worried that escalating tensions in the Middle East could potentially disrupt global crude supply chains. Markets became increasingly concerned that any interruption to shipping traffic through the Strait of Hormuz could send energy prices significantly higher, reigniting inflation fears at a time when investors have become increasingly optimistic that inflation is finally moderating.

Higher oil prices create a complicated situation for markets.

When crude oil prices rise aggressively, transportation costs increase, manufacturing expenses climb, airline profits often come under pressure, and consumers feel the impact directly at the gas pump. These higher costs can spread throughout the economy and ultimately feed back into broader inflation numbers.

That matters tremendously for interest rates.

If inflation expectations begin moving higher again due to rising energy prices, the Federal Reserve may be forced to keep interest rates elevated for longer than investors currently expect. Treasury yields often rise alongside inflation fears, and mortgage rates frequently follow. This can impact housing affordability, corporate borrowing costs, and overall economic activity.

Throughout the week, investors closely monitored movements in the bond market as Treasury yields fluctuated alongside oil prices. Early in the week, yields pushed modestly higher as traders worried that sustained energy inflation could complicate future Federal Reserve policy decisions. However, as the week progressed and equity markets continued strengthening, investors increasingly focused on economic resilience and strong corporate earnings instead.

One of the most impressive aspects of this rally is how resilient markets have become in the face of geopolitical uncertainty. Just a few years ago, headlines surrounding oil disruptions or Middle Eastern tensions likely would have triggered much larger selloffs. Today, investors appear increasingly willing to look through short-term geopolitical risks and focus instead on long-term earnings growth, artificial intelligence spending, and corporate profitability.

Technology stocks once again led the market higher this week.

Artificial intelligence remains one of the dominant investment themes driving markets in 2026. Companies involved in semiconductors, cloud computing, AI infrastructure, enterprise software, networking systems, and data center expansion continue attracting enormous amounts of institutional capital. Investors increasingly believe that AI spending may represent a multi-year investment cycle capable of driving corporate growth for years to come.

The semiconductor sector particularly stood out this week as investors continued pouring money into companies tied to AI computing demand. Massive investments into AI data centers continue driving strong demand for advanced chips, networking hardware, cooling systems, and electricity infrastructure. Markets increasingly believe that the AI revolution remains in its early innings rather than nearing completion.

Another major factor supporting markets this week was continued economic resilience.

Despite elevated interest rates compared to prior years, the U.S. economy continues performing better than many economists initially expected. Consumer spending has remained relatively strong, unemployment levels remain historically low, and corporate earnings generally continue exceeding expectations. While pockets of weakness certainly exist throughout the economy, fears of an imminent recession have faded substantially over the past several months.

Investors also became increasingly optimistic that inflation may continue trending lower over time despite periodic volatility tied to oil prices. This has fueled growing belief that the Federal Reserve could eventually move toward a more accommodative monetary policy environment if inflation continues stabilizing.

Importantly, investor psychology has shifted dramatically compared to prior years.

For much of the past several years, markets operated under constant fear surrounding inflation, recession risks, and aggressive Federal Reserve tightening. Today, investors appear increasingly confident that the economy can continue expanding without triggering a severe downturn. This shift in sentiment has helped fuel aggressive buying in both large-cap technology names and more speculative growth companies.

Retail investors also played a major role in this week’s rally. Trading activity remained elevated throughout the week, particularly in AI-related stocks, speculative technology companies, crypto-linked businesses, and smaller-cap momentum names. Investor appetite for risk clearly strengthened as markets continued pushing higher.

Bitcoin itself also remained relatively stable during the week, which helped support broader sentiment surrounding speculative technology and blockchain-related equities. Crypto markets remain an important sentiment indicator for many growth investors, particularly among younger retail traders.

Meanwhile, industrial and infrastructure-related companies also continued attracting investor interest. One fascinating trend emerging throughout markets is growing recognition that artificial intelligence infrastructure requires enormous energy capacity. AI data centers consume tremendous amounts of electricity, creating potential long-term opportunities in power generation, utilities, grid modernization, and industrial infrastructure companies.

This has helped support continued momentum in select energy, infrastructure, and industrial technology names.

Still, risks remain.

If tensions surrounding the Strait of Hormuz worsen significantly, oil prices could move substantially higher. Sustained increases in energy prices could place upward pressure on inflation expectations and long-term interest rates. That would likely create headwinds for both housing and high-growth technology stocks.

Mortgage rates remain particularly sensitive to movements in Treasury yields. If inflation expectations accelerate due to energy costs, borrowing rates for both consumers and businesses could remain elevated longer than investors currently anticipate.

However, as of now, markets continue demonstrating remarkable resilience.

The broader takeaway from this week is that investors remain highly focused on long-term growth opportunities, particularly those tied to artificial intelligence, technology infrastructure, and economic expansion. While geopolitical risks and oil market volatility remain important concerns, bullish momentum continues dominating overall market psychology.

Patience and long-term thinking remain critical in environments like this. Markets will always experience short-term volatility tied to headlines and geopolitical developments, but investors who stay focused on long-term trends often place themselves in the best position to build wealth over time.

One of the more speculative holdings currently owned by Trip McLaughlin is BitMine Immersion Technologies (BMNR), a company operating within the cryptocurrency mining and immersion cooling technology sector. While the position remains volatile and Trip is currently down approximately 10.31% on the investment, he continues believing in the company’s long-term potential and remains committed to holding the stock with a multi-year mindset.

Trip understands that investing in emerging technology companies often comes with substantial short-term volatility. Rather than focusing solely on near-term price movements, he continues evaluating the broader industry trends and long-term growth potential surrounding the company and the markets it serves.

BitMine Immersion Technologies focuses heavily on immersion cooling systems used within cryptocurrency mining operations and high-performance computing infrastructure. Traditional crypto mining generates enormous amounts of heat and requires significant energy consumption. Cooling systems represent one of the largest operational expenses for miners, particularly as computing power requirements continue increasing globally.

Immersion cooling works differently than traditional air-cooled systems. Instead of relying entirely on fans and air circulation, mining hardware is submerged in specially engineered cooling liquids that dramatically improve heat management and operational efficiency. This can potentially reduce energy costs, improve hardware performance, extend equipment lifespan, and increase mining profitability.

Trip believes this technology could become increasingly important over time.

As cryptocurrency mining becomes more competitive and energy intensive, efficiency advantages matter more than ever. Companies capable of improving operational economics within mining and data center infrastructure may ultimately gain meaningful competitive advantages as the industry evolves.

Another reason Trip remains optimistic about BMNR is the broader institutional adoption of digital assets and blockchain infrastructure. While cryptocurrency markets remain volatile, Bitcoin and blockchain technology continue gaining legitimacy among institutional investors, financial firms, and large corporations.

If blockchain adoption continues expanding over the next decade, the infrastructure supporting that ecosystem may also grow substantially. This includes mining operations, cooling technologies, energy optimization systems, and high-performance computing infrastructure.

Trip also likes the asymmetric nature of smaller speculative growth companies. While these businesses carry elevated risk and significant volatility, they can sometimes generate outsized returns if their technologies gain traction or their industries experience rapid expansion.

Still, Trip fully understands the risks involved.

BMNR operates within a highly speculative industry subject to sharp swings in investor sentiment, cryptocurrency pricing, energy costs, and regulatory developments. Smaller-cap technology companies also frequently face challenges related to scaling operations, profitability, competition, and access to capital.

Trip continues viewing BMNR as a long-term speculative investment tied to several powerful trends: blockchain infrastructure, energy efficiency, high-performance computing, and advanced cooling technologies.

Patience remains the key.

One of the most powerful tax strategies available to real estate investors today is cost segregation. While many investors focus primarily on cash flow and appreciation, sophisticated real estate investors understand that tax strategy often becomes one of the largest drivers of long-term wealth accumulation.

Cost segregation allows property owners to accelerate depreciation deductions by separating various components of a property into shorter useful life categories. Rather than depreciating an entire building over the standard 27.5 years for residential real estate or 39 years for commercial property, certain components can instead be depreciated over 5, 7, or 15 years.

This creates significantly larger upfront tax deductions.

For many investors, the ability to accelerate depreciation can dramatically improve after-tax cash flow and free up additional capital for future investments. The strategy has become increasingly popular among sophisticated investors because it allows real estate owners to reduce taxable income while continuing to build equity and appreciation simultaneously.

The basic concept behind cost segregation is relatively straightforward. Not every component inside a property actually lasts as long as the structure itself. Items such as flooring, cabinetry, lighting, appliances, parking lots, landscaping, sidewalks, fencing, and certain electrical systems often have much shorter useful lives than the building structure.

A cost segregation study identifies and reclassifies these components appropriately.

For example, instead of depreciating certain interior improvements over nearly three decades, investors may be able to depreciate them much faster, generating substantial near-term tax deductions.

One major advantage of cost segregation is that it can help offset income from other investments or business activities. Many high-income earners utilize real estate specifically because depreciation creates powerful tax shelter opportunities. When paired with strong cash-flowing properties, the benefits can become extremely significant.

Another important benefit is improved liquidity.

Taxes represent one of the largest expenses most investors face. By reducing taxable income through accelerated depreciation, investors often retain more cash that can then be reinvested into additional properties, renovations, debt reduction, or other opportunities.

Smart investors understand that retaining capital allows for greater compounding over time.

Cost segregation can become particularly powerful for investors acquiring multifamily properties, short-term rentals, self-storage facilities, industrial buildings, and commercial real estate assets. Larger properties with significant improvements often provide especially attractive opportunities for accelerated depreciation.

Short-term rental investors have increasingly embraced cost segregation as well. Many Airbnb and vacation rental operators furnish properties extensively and make substantial interior upgrades. These improvements often qualify for shorter depreciation schedules, creating meaningful tax benefits early in ownership.

However, investors should approach cost segregation carefully and work with qualified professionals.

Not every property justifies the expense of a formal cost segregation study. Smaller properties with limited improvement value may not generate enough tax savings to offset study costs. Investors should always evaluate the projected benefits relative to the cost of implementation.

Additionally, depreciation recapture rules matter.

When a property is eventually sold, portions of previously claimed accelerated depreciation may become subject to recapture taxes. This does not necessarily eliminate the benefits of cost segregation, but investors should absolutely understand the long-term tax implications before implementing aggressive depreciation strategies.

Many sophisticated investors pair cost segregation with long-term hold strategies or 1031 exchanges to continue deferring taxes while compounding wealth over decades.

Timing also matters tremendously.

The earlier a cost segregation study is completed after acquisition, the sooner investors can begin benefiting from accelerated deductions. Waiting several years can reduce the immediate value of the strategy.

Another important tip is maintaining excellent documentation. Investors should keep detailed records regarding renovations, improvements, furnishing purchases, and property upgrades. Proper documentation helps maximize allowable depreciation allocations while supporting tax filings appropriately.

One fascinating aspect of real estate investing is that taxes often become one of the largest drivers of overall investment returns. Many newer investors focus almost entirely on appreciation while underestimating how powerful depreciation and tax deferral strategies can become over long holding periods.

Real estate remains unique because investors can potentially benefit simultaneously from appreciation, cash flow, loan amortization, depreciation, and tax advantages all at once.

That combination is incredibly powerful.

Chris continues focusing heavily on long-term ownership of dominant companies with durable competitive advantages, strong free cash flow, and leadership positions in artificial intelligence, infrastructure, cloud computing, and consumer spending. His portfolio reflects a blend of technology leaders, defensive cash-flow businesses, and infrastructure-related growth companies positioned to benefit from long-term macroeconomic trends.

Closing Price: $397.05
Portfolio Gain: +131.20%
Average Analyst Rating: Moderate Buy to Strong Buy
Chris’ Rating: Strong Buy

Chris continues viewing Alphabet (GOOG) as one of the most dominant technology businesses in the world. Between Google Search, YouTube, Google Cloud, and the company’s growing artificial intelligence capabilities, Alphabet remains deeply embedded across both consumer and enterprise ecosystems.

Chris particularly likes Alphabet’s enormous cash flow generation and believes the market may still be underestimating the long-term monetization opportunities tied to AI integration throughout Google’s products and services.

Closing Price: $272.68
Portfolio Gain: +31.09%
Average Analyst Rating: Strong Buy
Chris’ Rating: Strong Buy

Chris continues believing Amazon (AMZN) remains one of the most important long-term growth companies globally. The company continues dominating e-commerce while simultaneously expanding its cloud computing leadership position through Amazon Web Services.

Chris believes AWS remains one of the most valuable infrastructure assets in the artificial intelligence and cloud computing revolution. He also believes Amazon’s logistics network and advertising business could continue driving substantial earnings growth over time.

Closing Price: $293.32
Portfolio Gain: +95.64%
Average Analyst Rating: Buy
Chris’ Rating: Buy

Chris continues owning Apple (AAPL) because of the company’s unmatched ecosystem strength and brand loyalty. Apple continues generating enormous free cash flow while maintaining one of the most loyal customer bases in the world.

Chris particularly appreciates Apple’s ability to consistently monetize services, hardware upgrades, subscriptions, and ecosystem integration simultaneously.

Closing Price: $1,008.79
Portfolio Gain: +113.44%
Average Analyst Rating: Buy
Chris’ Rating: Buy

Chris continues viewing Costco (COST) as one of the highest-quality retail businesses in America. The company’s membership-driven model creates tremendous customer loyalty while generating highly predictable recurring revenue.

Chris believes Costco’s operational efficiency and pricing power help the company remain resilient even during uncertain economic environments.

Closing Price: $297.15
Portfolio Gain: +200.44%
Average Analyst Rating: Strong Buy
Chris’ Rating: Strong Buy

Chris has been extremely bullish on GE Aerospace (GE) following the company’s restructuring and simplification efforts. The aerospace business continues benefiting from strong commercial aviation demand and long-cycle aircraft engine servicing revenue.

Chris believes the company now operates as a much cleaner, more focused aerospace business with strong free cash flow characteristics.

Closing Price: $1,040.15
Portfolio Gain: +917.82%
Average Analyst Rating: Strong Buy
Chris’ Rating: Strong Buy

GE Vernova (GEV) has become one of the largest winners in Chris’ portfolio. Chris believes the company is uniquely positioned to benefit from enormous long-term global electricity demand tied to artificial intelligence infrastructure, data centers, and grid modernization.

Chris continues believing the market is only beginning to understand how much additional power generation capacity AI infrastructure may require globally.

Closing Price: $609.63
Portfolio Gain: +5.15%
Average Analyst Rating: Strong Buy
Chris’ Rating: Buy

Chris believes Meta Platforms (META) remains one of the most powerful digital advertising businesses globally. Instagram, Facebook, WhatsApp, and Threads continue commanding enormous user engagement worldwide.

Chris also believes Meta’s investments into artificial intelligence could dramatically improve ad targeting and monetization efficiency over time.

Closing Price: $415.12
Portfolio Gain: +824.94%
Average Analyst Rating: Strong Buy
Chris’ Rating: Strong Buy

Microsoft (MSFT) remains one of Chris’ highest-conviction long-term holdings. The company continues dominating enterprise software, cloud computing, cybersecurity, and AI infrastructure.

Chris believes Microsoft’s partnership with OpenAI and aggressive AI integration position the company exceptionally well for the future.

Closing Price: $137.80
Portfolio Gain: -1.71%
Average Analyst Rating: Hold to Buy
Chris’ Rating: Aggressive Buy

Chris recently established his position in Palantir Technologies (PLTR) and remains extremely optimistic despite short-term volatility. He believes Palantir’s artificial intelligence software platforms could become increasingly critical for both government and commercial customers.

Chris particularly likes the company’s growing commercial adoption and expanding profitability profile.

Closing Price: $272.68
Portfolio Gain: +140.02%
Average Analyst Rating: Strong Buy
Chris’ Rating: Strong Buy

Chris continues viewing Amazon as one of the dominant long-term growth companies globally. He believes AWS and AI infrastructure spending remain massive long-term growth drivers.

Closing Price: $316.03
Portfolio Gain: +89.60%
Average Analyst Rating: Buy
Chris’ Rating: Buy

Chris owns American Express because of its premium customer base and resilient spending trends. He also appreciates the company’s growing dividend and strong profitability.

Closing Price: $31.41
Portfolio Gain: +110.61%
Average Analyst Rating: Hold to Buy
Chris’ Rating: Buy for Income

Chris continues owning Kinder Morgan because of its stable pipeline infrastructure business and dependable dividend income. He believes natural gas infrastructure demand could remain strong for decades.

Closing Price: $47.22
Portfolio Gain: -6.39%
Average Analyst Rating: Hold
Chris’ Rating: Hold for Yield

Chris owns Verizon primarily for defensive income and dividend stability. He believes wireless infrastructure remains an essential long-term utility-like business.

Closing Price: $144.57
Portfolio Gain: +72.29%
Average Analyst Rating: Buy
Chris’ Rating: Strong Buy

Chris remains bullish on Exxon Mobil because of the company’s global energy dominance and strong free cash flow generation. Rising geopolitical tensions continue highlighting the importance of energy security globally.

Closing Price: $428.35
Portfolio Gain: +34.69%
Average Analyst Rating: Hold to Buy
Chris’ Rating: Aggressive Strong Buy

Chris continues believing Tesla is far more than simply an automobile company. He views Tesla as a leader in artificial intelligence, autonomous driving, robotics, and energy storage technology with significant long-term upside potential.

Chris particularly likes Tesla’s innovation pipeline and believes the company remains positioned to benefit from long-term growth in electric vehicles, AI infrastructure, and energy storage demand.

Closing Price: $294.05
Portfolio Gain: +14.19%
Average Analyst Rating: Strong Buy
Chris’ Rating: Strong Buy

Chris remains highly bullish on Lam Research (LRCX) because the company plays a critical role in semiconductor manufacturing equipment and advanced chip production.

Chris believes AI infrastructure spending may remain elevated for many years, positioning Lam Research as a key beneficiary of rising semiconductor demand.

Closing Price: $137.80
Portfolio Gain: -4.28%
Average Analyst Rating: Hold to Buy
Chris’ Rating: Aggressive Strong Buy

Chris continues believing Palantir has the potential to become one of the most important enterprise artificial intelligence software companies globally.

Chris particularly likes the company’s expanding commercial customer base and growing profitability profile.

Closing Price: $1,040.15
Portfolio Gain: +937.63%
Average Analyst Rating: Strong Buy
Trip’s Rating: Strong Buy

Trip believes GE Vernova remains one of the best infrastructure investments tied to rising electricity demand and AI expansion globally.

He believes the market still underestimates future power demand from artificial intelligence data centers.

Closing Price: $1,008.79
Portfolio Gain: +118.86%
Average Analyst Rating: Buy
Trip’s Rating: Buy

Trip owns Costco because of the company’s consistency, strong membership model, and recession-resistant business structure.

He believes Costco remains one of the strongest retail businesses globally.

Closing Price: $400.80
Portfolio Gain: +23.34%
Average Analyst Rating: Strong Buy
Trip’s Rating: Strong Buy

Trip continues believing Alphabet remains one of the most important AI companies globally.

He particularly likes Google Cloud and the company’s AI integration opportunities.

Closing Price: $0.8709
Portfolio Gain: +8.86%
Average Analyst Rating: Speculative
Trip’s Rating: Speculative Buy

Trip owns ORBS as a speculative small-cap growth position with substantial upside potential.

He understands the elevated volatility but believes small-cap companies can occasionally generate outsized returns.

Closing Price: $137.80
Portfolio Gain: -3.18%
Average Analyst Rating: Hold to Buy
Trip’s Rating: Aggressive Strong Buy

Trip remains extremely bullish on Palantir because of the company’s position within enterprise artificial intelligence software.

He believes AI adoption across government and enterprise customers remains in the early innings.

Closing Price: $22.17
Portfolio Gain: -10.31%
Average Analyst Rating: Speculative
Trip’s Rating: Aggressive Speculative Buy

Trip continues holding BMNR despite short-term losses because he believes immersion cooling and digital infrastructure demand may continue expanding significantly over time.

He understands the speculative risks but remains focused on the long-term opportunity.

Closing Price: $18.20
Portfolio Gain: +144.62%
Average Analyst Rating: Buy
Frankie’s Rating: Aggressive Buy

Frankie continues believing Navitas Semiconductor could become an important player within next-generation power semiconductor technology.

He believes rising electricity demand and AI infrastructure expansion may continue driving long-term semiconductor demand.

Closing Price: $1,040.15
Portfolio Gain: +937.63%
Average Analyst Rating: Strong Buy
Frankie’s Rating: Strong Buy

Frankie continues viewing GE Vernova as one of the best long-term infrastructure investments tied to AI and power demand growth.

He believes electricity demand tied to artificial intelligence may accelerate dramatically over the coming decade.

Closing Price: $1,008.79
Portfolio Gain: +118.86%
Average Analyst Rating: Buy
Frankie’s Rating: Buy

Frankie owns Costco because of the company’s defensive business model and long-term operational consistency.

He believes Costco remains one of the strongest retailers in the world.

Closing Price: $177.05
Portfolio Gain: +108.86%
Average Analyst Rating: Speculative Buy
Frankie’s Rating: Aggressive Buy

Frankie continues holding NBIS because of its exposure to AI infrastructure and cloud computing demand.

He views the company as a higher-risk, higher-reward AI growth opportunity.

Closing Price: $415.12
Portfolio Gain: +271.24%
Average Analyst Rating: Strong Buy
Frankie’s Rating: Strong Buy

Frankie believes Microsoft remains one of the most important technology companies globally.

He particularly likes Microsoft’s cloud business and partnership with OpenAI.

Closing Price: $272.68
Portfolio Gain: +31.09%
Average Analyst Rating: Strong Buy
Frankie’s Rating: Strong Buy

Frankie owns Amazon because of the company’s leadership in e-commerce and cloud infrastructure.

He remains highly optimistic about Amazon’s long-term AI and logistics opportunities.

Closing Price: $428.35
Portfolio Gain: +44.04%
Average Analyst Rating: Hold to Buy
Frankie’s Rating: Aggressive Buy

Frankie views Tesla as one of the most innovative companies globally.

He believes Tesla’s long-term opportunities in robotics, autonomous driving, and energy storage remain substantial.

Closing Price: $137.80
Portfolio Gain: -4.22%
Average Analyst Rating: Hold to Buy
Frankie’s Rating: Aggressive Strong Buy

Frankie remains highly bullish on Palantir because he believes enterprise AI adoption remains in the early stages globally.

He believes Palantir’s software platforms could become increasingly essential across multiple industries.

Closing Price: $7.08
Portfolio Gain: +81.54%
Average Analyst Rating: Speculative Buy
Frankie’s Rating: Aggressive Buy

Frankie owns Aurora Innovation because he believes autonomous transportation technology could become transformational over the next decade.

He sees substantial upside potential if autonomous freight adoption accelerates.

Closing Price: $609.63
Portfolio Gain: +5.49%
Average Analyst Rating: Strong Buy
Frankie’s Rating: Buy

Frankie continues owning Meta because of the company’s dominant social media ecosystem and AI-driven advertising opportunities.

He remains optimistic about Meta’s long-term monetization and earnings growth potential.

This week’s market rebound once again reminded investors how quickly sentiment can shift when confidence returns to the financial markets. Despite ongoing concerns surrounding oil prices, inflation, and geopolitical tensions tied to the Strait of Hormuz, investors continued focusing on long-term growth themes including artificial intelligence, cloud computing, infrastructure, and energy demand.

Within our family portfolios, we continue emphasizing patience, long-term conviction, and ownership of companies we believe are positioned to benefit from transformational trends over the coming decade. Some investments will inevitably experience volatility, especially speculative growth names like BMNR, ORBS, AUR, and PLTR, but we continue believing that long-term investing success often comes from remaining disciplined while allowing strong themes time to develop.

At the same time, we continue balancing growth opportunities with durable businesses like Costco, Microsoft, Alphabet, Amazon, and GE Vernova that we believe possess significant competitive advantages and long-term staying power.

We appreciate all of our readers who continue following our family’s investing journey each week. Our goal remains helping others learn more about investing, financial markets, and real estate while encouraging long-term thinking and financial education.

The information contained in this newsletter is for educational and informational purposes only and should not be considered personalized investment advice. We are not licensed financial advisors, brokers, or tax professionals. All investing involves risk, including the potential loss of principal.

The stocks, real estate strategies, and opinions discussed in this newsletter reflect our family’s personal views and positions at the time of publication and may change without notice. Readers should always conduct their own research and consult with licensed financial, legal, and tax professionals before making investment decisions.

Past performance does not guarantee future results.