NextDecade ($NEXT): The Long Game & Why I'm Holding 12,064 Shares Big energy infrastructure is a marathon, not a sprint. Sticking with my 12,064 shares here because the thesis is built for the long haul, not next week's price action. A few thoughts on how I'm looking at it: • Next year is the first real inflection point: That's when we start seeing initial operational milestones translate from blueprints into reality. • Debt isn't always a dirty word: On massive projects like this, structured debt is actually a superpower if it's deployed right to fund the heavy lifting. • The real test is execution to 2032: The big payoff takes years. The real risk here isn't short-term noise—it's maintaining flawless execution all the way through the decade. Definitely a patience play. What's everyon

FPS forgent power solutions The recent panic-driven sell-off in Forgent Power Solutions ($FPS)—pushed below its IPO price by broad AI infrastructure jitters and the amicable CFO transition—presents a compelling contrarian entry for long-term investors, as surging 94% revenue growth, a massive $3 billion backlog, and unstoppable data center electrification tailwinds mean the underlying business remains exceptionally strong despite the macro noise.

For your children's long-term compounding, anchoring your DCA strategy on proven index heavyweights like SPY and QQQ cuts through daily market noise and builds a resilient foundation that offsets higher-conviction bets, while allocating a small, measured slice to a visionary disruptor like SpaceX ($SPCX) lets you capture aggressive multi-year upside and futuristic imagination without letting steep valuations derail your core risk management.

Market fear and micro-noise over Meta's heavy AI spending and share structure adjustments have created an incredible dip, but with core ad revenue still surging, this massive infrastructure buildout is planting seeds to be fully reaped by 2028 and 2029—so ask yourself, do you have the patience to hold through the chop, or would selling a long-dated put to pick up some premium and lower-cost upside fit your playbook better?

$QQQ 20261022 700.0 PUT$ small trade on a big QQQ drawdown 

$NOW 20270319 100.0 PUT$ 

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$NOW 20261023 140.0 PUT$ Taking advantage of the inverse play between semi and software

$RKLB 20270617 35.0 PUT$ it will be great to own at 35! 

$NBIS 20261218 80.0 PUT$