Naples Debt & Equity Broker who enjoys seeing his clients succeed.

Naples, FL
Joined April 2009
YOU NEED TO WATCH THIS - The AI story no one is talking about! If you want to understand what's REALLY happening behind the AI boom - watch this. AI giants like NVIDIA, Microsoft, OpenAI, Intel, AMD etc are inflating revenues. NVIDIA is literally subsidizing / “paying” customers to buy their hardware - and Wall Street is treating it as revenue. Since ChatGPT launched: $NVDA is up 1,600%. But the real question nobody is asking: Is this actually sustainable - or even profitable long-term? (credit: Mark Tilbury - full Youtube video linked in the comments)
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Tim McLean retweeted
"For complete decentralization, we look at a triangle: the ledger has to be decentralized, the identity has to be decentralized, and the privacy mechanisms have to be decentralized — or user's choice. The problem with all the bolt-on ledger-based 'solutions' so far is they've ended up centralizing the other two points of the triangle to try and make that work."
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Tim McLean retweeted
Seems like we are back to “Not QE, QE”
FED'S WILLIAMS: FED MAY SOON NEED TO EXPAND BALANCE SHEET FOR LIQUIDITY NEEDS
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Tim McLean retweeted
"Let them eat the leftovers of my cake"
FWIW - From the Tesla pay package to OpenAI's want for government guarantees, Big Tech's supersized wants feel not only decoupled from but completely tone deaf to current consumer mood.
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🎉 Just had an incredible experience attending 2025 New Orleans Investment Conference! 🎉 #noic2025 - via #Whova event app
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Tim McLean retweeted
Sam Altman in 2023: “It’s hopeless to compete with us.” OpenAI in 2025: We’d like a government loan guarantee, please.
God i love watching $ABXX run
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BREAKING: $RGTI CEO on Yahoo Finance this morning: “Sales don’t matter for us.” “3–5 years for quantum advantage.” “7–9 years for fault-tolerant quantum computers.” The reason the CEO can be honest is he sold all of his shares back in May! Translation: the CEO is openly saying there will be no meaningful commercial revenue for the better part of a decade. Investors are pricing a revenue story around quantum advantage being here and now that literally doesn’t exist yet. This stock is going to get crushed.
Tim McLean retweeted
As Abaxx $ABXX volumes grow, traders will need to trade their LNG out of necessity. As it continues to grow, risk management will require Abaxx LNG physically delivered contracts, again out of necessity. Post FBOT, I don't think #JKM will exist by end of 2026. There is significantly less trading on financially settled versions of contracts such as WTI, and Brent. (about 2-5% of the physical). Off brand contracts that are financially settled of those just do not exist (at least from what I can tell). This is because when a liquid physical market exists, a financially settled off brand of that market provides no value (JKM in this case). Abaxx will likely launch financially settled contracts of their LNG to meet some unique trader needs, but the vast majority will prefer their flagship contracts. Then you have the ability to buy GOM and sell to NPA and NWE on the same contract specs which is an additional benefit compared to JKM. Topping it off with FDT and Minehub tracking to get improve collateralization of your ships cargo in transit is the cherry on top. Albeit a pretty big cherry.
In June, 2025 S&P reported that their flagship JKM product, which is licensed to multiple exchanges (ICE does >95% of the volume), had record volume of 128,655 lots. spglobal.com/commodity-insig… In just three months of trading, Abaxx's physically delivered LNG contracts have increased in volume substantially, and in October hit 9,529 contracts (about 7.4% of the June JKM Figure)! abaxx.exchange/marketdata It's incredible to see Abaxx make up so much ground on the JKM contract from a standing start just three months ago--imagine where things will be in another 3 months once Abaxx receives their FBOT approval and US firms, are connected & start trading.
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Tim McLean retweeted
Replying to @realMeetKevin
$185B in capex for $11M growth in operating income. So they'll break even in about 10,727 years. As long the GPUs last that long they should be fine.
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Tim McLean retweeted
Mr. Fink is really pushing the “tokenization” of all assets narrative. Abaxx timing couldn’t be better. Tokenized (Private Digital Title) #Gold movement is up first in Q4 here. Excited to show the world another pathway from digitization to tokenization. #29ers $ABXX $ABXXF 🆔++
BLACKROCK CEO LARRY FINK: "WE’RE NOT SPENDING ENOUGH TIME TALKING ABOUT HOW QUICKLY WE’RE GOING TO TOKENIZE EVERY FINANCIAL ASSET."
Tim McLean retweeted
"How do you take the secure, verifiable and provably scarce qualities of paper and move them into digital space such that we can preserve those tenants of analog, real-world dealmaking in and among the dark forest of the internet? That's the challenge."
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Tim McLean retweeted
Schumer and Democrats called out by CEOs of $AAL $UAL $LUV and heads of major pilots associations #schumershutdown
🚨 BREAKING: Chuck Schumer faces a stunning loss after being CALLED OUT for holding the government hostage by the presidents of Airlines for America, Southwest Airlines Pilots Association, Allied Pilots Association, Air Traffic Controllers Association, U.S. Travel Association. ABSOLUTELY BRUTAL, Chuck. You are toast.
Tim McLean retweeted
hilarious
Yes, Drivetime has received multiple consumer complaints related to not honoring warranty issues. Customers have reported several instances where Drivetime allegedly refused to cover repairs under either factory or extended warranties, did not provide required coverage on components, or handled warranty disputes poorly.@JG_Nuke
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Tim McLean retweeted
Haven’t read it yet but it seems like it’s solely based on Abaxx exchange cash flow and not much of the actual FDT which suggests more room to grow
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Coreweave CEO says they are sold out on compute space. Yet, the company loses hundreds of millions and the insiders are selling shares of $CRWV as fast as possible. @JG_Nuke
Tim McLean retweeted
America is MORE addicted to Russian uranium than it ever was to Saudi oil 95% import dependence vs 60% at peak oil crisis ▪️Russia controls 27% of USA's enriched uranium supply and 50% of global capacity America needs a fuel line… and fast. $UROY
Tim McLean retweeted
The largest union representing over 800,000 federal workers, has issued a strong demand that the Democrats vote to pass a "clean continuing resolution" (CR) to reopen the government immediately, WITHOUT ANY attached policy riders or further delays.
🚨 HOLY CRAP! The country’s LARGEST federal workers’ union just demanded Chuck Schumer and Democrats REOPEN the government by passing the Republican clean CR They represent nearly a MILLION workers! American Federation of Government Employees President: “It’s time to pass a clean continuing resolution and end this shutdown today. No half measures, and no gamesmanship.” DEVASTATING way for Chuck to start off his week.
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