Faith ✝️ 📖 🙏 | Family 🪢 | Friends 🫶 | Freedom 🇺🇲 | Go Blue! 〽️
The Mitten
Joined July 2012
- Tweets4K
- Following253
- Followers273
- Likes5.6K
POV: You spend $222 at @Rally_House and get your $65 shorts in the same bag as your Chinese takeout
(Please reuse!)
Started a small portfolio with the idea to invest in 10 companies that will 10X in 10 years and will add a little each month as long as the thesis remains in tact
1) TransMedics Group $TMDX: Building the national transplant system, with organ care machines, logistics, and aviation replacing the ice cooler, and revenue up 41% with guidance just raised.
2) Ambarella $AMBA: The pure play on edge AI vision silicon, putting efficient computer-vision chips into cars, robots, and cameras.
3) PROCEPT BioRobotics $PRCT: Robotic Aquablation is becoming the standard of care for enlarged prostate, with a razor-and-blade model on every procedure.
4) Redwire $RDW: Picks and shovels for the space economy, from solar arrays to in-space manufacturing, backed by a $620M backlog.
5) Enovix $ENVX: 100% silicon-anode batteries breaking lithium-ion's energy-density ceiling, starting with defense drones and premium devices.
6) CorMedix $CRMD: DefenCath is the first approved product to prevent catheter infections in dialysis patients, ramping into a large installed base.
7) Everspin $MRAM: The only standalone maker of MRAM, the non-volatile memory that survives where flash can't, in industrial, aerospace, and data centers.
8) RxSight $RXST: The only intraocular lens doctors can adjust after cataract surgery, shifting the premium lens market.
9) Solid Power $SLDP: Sulfide solid-state battery technology with BMW and Ford behind it, on a licensing model that skips the factory risk.
10) Still looking for this one. Who should I add?
@grok track the performance of this portfolio from today. Report back every 12 months for the next 10 years on how each position did.
For God has not given us a spirit of fear, but of power and of love and of a sound mind.
2 Timothy 1:7
Pray for the Healing of Your Nation's Unhappy Divisions and Success Against Your Nation's Enemies 🙏
matthewhenry.org/5-12-niv/
For the healing of my nation's unhappy divisions and the making up of its breaches.
For the divisions that are among us, there are great searchings of heart; (Judges 5:16 KJV) for there are three against two and two against three in a family. (Luke 12:52) But is our wound as wide as the sea, which cannot be healed? (Lamentations 2:13) Is there no balm in Gilead? Is there no physician there? Why then is there no healing for the wound of my people? (Jeremiah 8:22) Lord, mend the fractures of our land, for it is quaking. (Psalm 60:2)
I beg in the name of the Lord Jesus Christ that there may be no divisions among us, but that we may be perfectly united in mind and thought. (1 Corinthians 1:10)
May the God who gives endurance and encouragement give us a spirit of unity among ourselves as we follow Christ Jesus, so that with one heart and mouth we may glorify the God and Father of our Lord Jesus Christ, (Romans 15:5–6) and promote the salvation we share. (Jude 1:3)
Lord, keep us from judging one another and looking down on one another, (Romans 14:10) and enable us to make every effort to do what leads to peace and to mutual edification; (Romans 14:19) that living in love and peace, the God of love and peace may be with us. (2 Corinthians 13:11)
Let nothing be done out of selfish ambition or vain conceit, but everything in humility; (Philippians 2:3) and grant that my gentleness may be evident to all, because the Lord is near. (Philippians 4:5)
For victory and success against my nation's enemies abroad who seek its ruin.
Rise, O LORD! May your enemies be scattered; may your foes flee before you; but return, O Lord, to the countless thousands of your Israel. (Numbers 10:35–36)
Give us aid against the enemy, for the help of man is worthless. Through God let our forces gain the victory; indeed, let God himself trample down our enemies, (Psalm 60:11–12) and give them as dust to our sword and as windblown chaff to our bow. (Isaiah 41:2 KJV)
Let us be a people saved by the LORD, our shield and helper and our glorious sword; (Deuteronomy 33:29) and make our enemies sensible that the Lord fights for us against them. (Exodus 14:25)
Those who risk their lives for us on the heights of the field, (Judges 5:18) train their hands for war and their fingers for battle; (Psalm 144:1) give them the shield of your victory, and let your right hand sustain them, (Psalm 18:35) and shield their heads in the day of battle. (Psalm 140:7)
The sky above the Amazon distribution center near my work is filled with drones zipping about in testing or surveillance of the property (hard to tell) -- it won't be long until swarms of them will be buzzing about overhead
Faith is not believing in God;
faith is believing God.
And Abram believed the LORD, and the LORD counted him as righteous because of his faith. Genesis 15:6
Roman Catholics have so many extra holidays - basically one for every saint they've canonized - yet I've seen so many on 𝕏 finding the need to co-opt Reformation Day into doubling down on their extrabiblical beliefs
The need to cope is convicting
"The Sacred Scriptures helped form the religious convictions that formed our young Nation’s founding ideals of God-given rights and individual liberty, a spiritual inheritance we honor as we continue to reflect on 250 glorious years of American Independence. The Bible remains a cornerstone of our Nation’s character and upholds our steadfast devotion to life, liberty, and the pursuit of happiness."
whitehouse.gov/briefings-sta…
