Nomad Cat

@nomadcat
4 Followers
17 Following
153 Posts

A U.S. district judge permanently blocked the mass termination of over 1,400 National Endowment for the Humanities (NEH) grants after DOGE used ChatGPT to find and cancel any grants that had terms they deemed related to "DEI".

This is textbook unconstitutional discrimination and also dumb AF.

https://www.theverge.com/policy/927071/doge-chatgpt-grants-canceled

DOGE used ChatGPT in a way that was both dumb and illegal, judge rules

A federal judge ruled that the Department of Government Efficiency’s cancellation of more than 1,400 grants is unconstitutional, finding that staffers used ChatGPT to find and eliminate grants related to DEI.

The Verge

Donald Trump is real renaissance man. It’s impressive that he can find the time to scam 600,000 people out of their $100 deposits for a Trump phone while actively losing a war with Iran and protecting a sex trafficking ring.

Any one of those would be a full time jobs for most people.

https://www.hindustantimes.com/world-news/us-news/trump-phones-delayed-again-maga-supporters-rage-after-paying-100-deposits-101778355483850-amp.html

Trump phones delayed again? MAGA supporters rage after paying $100 deposits

Frustration is growing among Trump supporters over delays in the launch of the Trump Mobile T1 smartphone, initially promised for 2025.

Hindustan Times

I bought more $MELI today ($1,545 / share). Mercado Libre is an extremely impressive company and has been for quite a while.

The biggest risk I see is that they get too loose on loan standards and grow the lending too much. I don't think they will do so based on everything the executive team stands for and has done the last decade. But that is the biggest risk I see.

The other big risk is just a global economic meltdown which would hurt as it would hurt most everything.

I added a small bit of $MELI today. They continue to build the business exceptionally well.

The entire board behind the National Science Foundation was fired on Friday. They were planning to release a report on how the U.S. is ceding ground to China on scientific endeavors.

The Trump administration likes to say we’re competing with China but in reality this is just an excuse to not regulate AI.

https://arstechnica.com/science/2026/04/national-science-board-eviscerated-trump-admin-fires-all-22-members/

National Science Board eviscerated; Trump admin fires all 22 members

Members had planned to release report that US is ceding scientific ground to China.

Ars Technica

1 out of 3 Americans approving of this 💩show of a presidency is a wild stat.

What exactly are they approving of? The high gas prices? The pointless wars? The blatant corruption and insider trading? The most incompetent and under qualified cabinet in history? Protecting a sex trafficking ring?

Other holdings include, about 1-1.5% each

$NET
$IAU (gold)
$NU
$TM
$DAC

$SHOP
$PSLV
$NBIS
$GSL
$ASML

$CRWD
$GRVY
$CLPT

I continue to trade very little; my long term portfolio turnover is probably near 5%. My portfolio is about 70% invested in stocks, most of the rest in cash with some commodities and TIPS. I have been donating some GOOGL and AAPL shares to charity. I added some MELI when it dropped.

last portfolio overview:

https://mastodon.social/@nomadcat/115837865246706661

My largest holdings (Apr 2026):

Apple 11% of portfolio [current price $271 / cost basis per share $14]
Alphabet 10% [338 / 13]
Amazon 5% [253 / 96]
Sea Limited $SE 4% [93 / 52]
$MELI 3% [1,865 / 1,371]

Top 5 make up 33% of portfolio

Abbvie $ABBV 3% [210 / 49]
$VWO (+ other emerging market ETFs) 3%
Tencent 2.5% (including $NPSNY, $PROSY)
$TSM 2.5% [367 / 93]
$NVDA 2%

Top 10 make up 46% of portfolio
I exclude TIPS bonds (3%) from top 10

#stocks #investing

I recommend voting against board members working at law firms that capitulated to Trump's obviously illegal orders (which was proven by those that didn't capitulate).

I know most people don't bother to submit votes on shares they own. I do sometimes and this is a new filter I will use.

We need to elected boards that have people with integrity (which sadly is getting rarer and rarer).

#investing #stocks

The FAA quietly imposed a nationwide drone restriction that prevents filming ICE and other federal agents within half a mile. It’s an attack on the First Amendment. https://www.eff.org/deeplinks/2026/04/faas-temporary-flight-restriction-drones-blatant-attempt-criminalize-filming-ice
The FAA’s “Temporary” Flight Restriction for Drones is a Blatant Attempt to Criminalize Filming ICE

Legal intern Raj Gambhir was the principal author of this post.Update: On April 15, 2026 the FAA rescinded the TFR (FDC 6/4375) and instead issued an advisory (FDC 6/2824), which states: [Drone] operators are advised to avoid flying in proximity to: Department of War (DOW), Department of Energy (...

Electronic Frontier Foundation