Michael Fuentes
@MFLhcap
Director | Lloyd Harbor Capital Tweets are not to be construed as investment advice. Retweets are not endorsements and favorites are for bookmarking purposes
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Veterans Day reminds us that the freedoms we have today were built on the dedication and sacrifice of others. Thank you to everyone who has served, and to the families who stood behind them. Your commitment continues to shape our country, and I'm grateful.
Play to win Hit the gym Make money Avoid the drama Level up your circle Talk less Pray more Stay humble Live with integrity
Watch your thoughts, they become words; Watch your words, they become actions; Watch your actions, they become habits; Watch your habits, they become character; Watch your character, for it becomes your destiny.
Want change? Want to improve? A lot of personal development is simply reducing the number of the lies we tell ourselves. That’s it. Unfortunately… telling ourselves the truth, albeit simple, is oftentimes painful… hence easy to avoid and even easier to justify.
“Games are won by players who focus on the playing field –- not by those whose eyes are glued to the scoreboard.” - Warren Buffett
Peter Lynch: “The important thing is you can’t get too attached to a stock. You have to understand there’s a company behind it…and say: ‘if it deteriorates, if the fundamentals slip, you have to say goodbye to it.’”
Nuclear is trending. Coal’s not done yet. From podcast charts to policy shifts, energy is going viral. Memes, markets, and megawatts are reshaping the narrative. Read more: hubs.li/Q03yN19R0 #NuclearEnergy #EnergyTransition $NUKZ #RangeETFs $COAL
Add it to the list. Everyone wants a piece of nuclear – because the future runs on clean, constant, zero-carbon power. And there’s only one source that delivers it all. barrons.com/articles/nvidi…
America’s reindustrialization and the AI race will require a significantly larger supply of around-the-clock, reliable, and uninterrupted power. President Trump is committed to advancing a strategy of energy addition. We must unleash American energy! energy.gov/articles/depar…
The power of personal compounding
This is easily my favorite clip of Bill Ackman > His fund was down 30%+ > Being sued by Valeant Pharma investors > Going through divorce with his wife > Elliot, an activist firm, trying to take over his fund Here is his advice on how to deal with the tough moments in life
The nuclear renaissance is here! Enabling the transition to low-carbon energy, $NUKZ focuses on companies revolutionizing the nuclear industry, from reactor design to fuel management. Consider taking part in the renaissance.
The nuclear renaissance will not be a flop.
Short🧵 on Mike Alkin’s most overlooked #uranium insights still under-appreciated by investors and utilities when assessing the post-2029 uranium market. 1/4
“It’s the largest arbitrage position we’ve held in a long time,” @WestchesterCap’s Roy Behren told @Bloomberg when discussing the Chevron-Hess deal. Read more (Sub. Req): bloom.bg/3F5pAkY
The global ETF industry saw a record 847 new launches in the first four months of 2025—driven largely by soaring demand for active strategies, which attracted $176.8 billion in year-to-date inflows—highlighting investors’ growing preference for professionally managed over…
How does a reactor work? We thought you’d never ask... energy.gov/ne/articles/nu…
David Quinn? Poor Kakko. #NYR
Seattle continues to work through its process in hiring a head coach. Toronto has granted the Kraken permission to speak with Lane Lambert. Mitch Love and David Quinn believed to be among those in the mix as well.
Coal’s Comeback? Power Demand Is Surging With AI data centers and electrification driving record U.S. electricity needs, coal is reemerging as a reliable energy source. Policy shifts and market dynamics are reinforcing its role. Read the full story → hubs.li/Q03n2vKl0…
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