2025-05-18 The Plan forward with Grok

Next Steps Monitoring Setup: Start weekly price/risk updates for LMT, GE, GEV, GEHC, T, TSLA, BA, INTC, PLTR. Focus on TSLA, PLTR gain harvesting or INTC, BA leadership milestones? Portfolio Modeling: Model a $1M portfolio with 10–20% Phoenix (e.g., $50K each in TSLA, BA, INTC, PLTR) and 60–70% defensive (VMFXX, VWOB, JNJ) for 2025–2035? Planner Prep: Draft a concise strategy summary for your planners, emphasizing “house money” and risk monitoring? Debt/Downgrade: Analyze how tariffs or debt ceiling talks (2026) impact Phoenix vs. defensive holdings? X Sentiment: Track X for specific Phoenix stocks (e.g., BA’s strikes, PLTR’s contracts)?