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@6ayahmetov ""Exactly. It's a portfolio that respects the present while making calculated bets on the future" Maria concluded. "Now let's talk about allocation. Even the best strategy fails without proper position sizing." She pulled up a new model the numbers for $ORCL $MSFT $SNOW a"
X Link @6ayahmetov 2025-10-14T09:54Z X followers, XX engagements

"The container shipping boom and bust cycle has been a rollercoaster for shippers like $MATX (Matson) directly impacting the logistics and supply chain visibility provided by companies like $TRTN (Triton International)"
X Link @6ayahmetov 2025-10-14T00:55Z X followers, XX engagements

"$KMI (Kinder Morgan) and $ET (Energy Transfer) operate extensive pipeline networks"
X Link @6ayahmetov 2025-10-12T20:10Z X followers, XX engagements

"Railroad stocks move bulk goods. $UNP (Union Pacific) operates rail lines across the U.S. hauling agriculture and energy products. $CSX (CSX Corporation) focuses on Eastern U.S. routes linking ports and cities. Freight volumes and fuel costs impact their performance"
X Link @6ayahmetov 2025-08-27T15:23Z X followers, 1138 engagements

"Smart water grid management is optimizing municipal water distribution. Water technology companies implementing these systems include $XYL $AWK $WTRG $CCI $OSCR. Their networks monitor and control water flow throughout cities"
X Link @6ayahmetov 2025-10-10T01:33Z X followers, XX engagements

"The sustainable aviation fuel (SAF) market is in its infancy but airlines like $DAL (Delta) are making large offtake agreements with producers potentially benefiting energy companies like $VLO (Valero) who invest in bio-refining"
X Link @6ayahmetov 2025-10-15T00:20Z X followers, XXX engagements

"@TheTechInvest See my trading plan $IREN Learn more"
X Link @6ayahmetov 2025-10-14T14:13Z X followers, XXX engagements

"$KSU was acquired by $CP to form CPKC"
X Link @6ayahmetov 2025-10-03T16:47Z X followers, XX engagements