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[@1978Wildcats](/creator/twitter/1978Wildcats)
"Busy today reallocating a part of my portfolio. Added to $BCCC $NVDY $BITO. I've also added to infrastructure and oil & gas. While the economy is being driven by AI / Tech the new data centers will require a lot of new infrastructure"  
[X Link](https://x.com/1978Wildcats/status/1976368904210612551) [@1978Wildcats](/creator/x/1978Wildcats) 2025-10-09T19:27Z XXX followers, XX engagements


"@junkbondinvest $OBDC $OTF $TPVG $TPVG declared standard dividend AND declared a supplemental #Dividends"  
[X Link](https://x.com/1978Wildcats/status/1979349541557342248) [@1978Wildcats](/creator/x/1978Wildcats) 2025-10-18T00:51Z XXX followers, XXX engagements


"@TheShortBear This would explain why $USA & $ASG is running a high discount to NAV"  
[X Link](https://x.com/1978Wildcats/status/1980444800064319983) [@1978Wildcats](/creator/x/1978Wildcats) 2025-10-21T01:23Z XXX followers, XXX engagements


"@DowdEdward Both $TSLA and $HAL use the word uncertainty in their respective earnings call to describe the near-term macro environment. $HAL said they will idle equipment if it makes economic sense"  
[X Link](https://x.com/1978Wildcats/status/1981144884624183712) [@1978Wildcats](/creator/x/1978Wildcats) 2025-10-22T23:45Z XXX followers, 2359 engagements