#wallstreetbankspledgetrillionsforinfrastructureandai
wallstreetbankspledgetrillionsforinfrastructureandai
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#WallStreetBanksPledgeTrillionsForInfrastructureAndAI
🎉 Calling all AI believers! Wall Street is throwing TRILLIONS into infrastructure and AI! BofA, JPM, and Morgan Stanley are literally printing money for our data centers 🚀 If you have AI capex plans, go get your loan application ready right now! 🏦💼
What should traders do? Surf the big tech waves, stack your bags, and follow the smart money. Don't sleep on this tech revolution! 📈💻
💎 New to trading? Register here: https://www.binance.com/register?ref=VINHTOCDO (Use code: VINHTOCDO)
⚠️ NFA (Not Financial Advice)!
#UsStocks #WallStreet #TechBoom #VINHTOCDO
$BTC
$ETH
$BNB
🎉 Calling all AI believers! Wall Street is throwing TRILLIONS into infrastructure and AI! BofA, JPM, and Morgan Stanley are literally printing money for our data centers 🚀 If you have AI capex plans, go get your loan application ready right now! 🏦💼
What should traders do? Surf the big tech waves, stack your bags, and follow the smart money. Don't sleep on this tech revolution! 📈💻
💎 New to trading? Register here: https://www.binance.com/register?ref=VINHTOCDO (Use code: VINHTOCDO)
⚠️ NFA (Not Financial Advice)!
#UsStocks #WallStreet #TechBoom #VINHTOCDO
$BTC
$ETH
$BNB
3#WallStreetBanksPledgeTrillionsForInfrastructureAndAI — the real number is ~$795B in 4 days.
$500B Nvidia x Apollo/BlackRock/Blackstone/Goldman/KKR $250B BofA critical infrastructure $35B Broadcom x Apollo x Blackstone (20+ GW by 2028) $10B KKR Helix
The headline is "trillions," the structure is debt . AI chips are being securitized like mortgages — your 401(k) is about to own GPU cash flows.
34% of fund managers already flag hyperscaler capex as the next systemic credit risk (Bloomberg).
And infrastructure = energy, water, power = inflationary , right when the dollar sits at 5-month lows.
Wall Street isn't betting on AI. It's packaging AI into yield products. Same playbook, new asset class. 🏗️
#BerkshireAddsToDeltaAndAlphabetHoldings #AnthropicQ2RevenueRoseOver14Fold #UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #OilEdgesHigher
$500B Nvidia x Apollo/BlackRock/Blackstone/Goldman/KKR $250B BofA critical infrastructure $35B Broadcom x Apollo x Blackstone (20+ GW by 2028) $10B KKR Helix
The headline is "trillions," the structure is debt . AI chips are being securitized like mortgages — your 401(k) is about to own GPU cash flows.
34% of fund managers already flag hyperscaler capex as the next systemic credit risk (Bloomberg).
And infrastructure = energy, water, power = inflationary , right when the dollar sits at 5-month lows.
Wall Street isn't betting on AI. It's packaging AI into yield products. Same playbook, new asset class. 🏗️
#BerkshireAddsToDeltaAndAlphabetHoldings #AnthropicQ2RevenueRoseOver14Fold #UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #OilEdgesHigher
Partly True
The Black Sea is effectively closed — and markets are starting to price it.
Ukraine says its remaining Odesa ports are shut, agri exports could halve. Russia's Novorossiysk grain terminals are also down after Ukrainian drone strikes. Both sides are now hitting each other's export lifeline — grain is collateral damage, energy is next.
The trade:🛢️
$BZ ~$90 (+$5.5 premium over WTI)
⛽$CL ~$84.6 — risk premium building again 🥇 XAU ~$4,040 — the classic hedge, grinding higher
🌾 Wheat +3% this week
Energy shock + food shock = stagflation tailwind. Oil is the beta, gold is the hedge. If Odesa stays shut, expect BZ to push toward $92–95 while $XAU keeps climbing on safe-haven bids.
#ukrainesaysodesablackseaportseffectivelyclosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #OilEdgesHigher #GlobalStocksNearRecordHighs
Ukraine says its remaining Odesa ports are shut, agri exports could halve. Russia's Novorossiysk grain terminals are also down after Ukrainian drone strikes. Both sides are now hitting each other's export lifeline — grain is collateral damage, energy is next.
The trade:🛢️
$BZ ~$90 (+$5.5 premium over WTI)
⛽$CL ~$84.6 — risk premium building again 🥇 XAU ~$4,040 — the classic hedge, grinding higher
🌾 Wheat +3% this week
Energy shock + food shock = stagflation tailwind. Oil is the beta, gold is the hedge. If Odesa stays shut, expect BZ to push toward $92–95 while $XAU keeps climbing on safe-haven bids.
#ukrainesaysodesablackseaportseffectivelyclosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #OilEdgesHigher #GlobalStocksNearRecordHighs
$SPCX — Musk stays true. 🫡
Coin Boss went from -$2.2M floating loss to +$1.9M floating profit on this one. That's a $4.1M swing in two months.
When the boss of the coin calls a Musk play, you listen. 🚀
#ukrainesaysodesablackseaportseffectivelyclosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #OilEdgesHigher #GlobalStocksNearRecordHighs
Coin Boss went from -$2.2M floating loss to +$1.9M floating profit on this one. That's a $4.1M swing in two months.
When the boss of the coin calls a Musk play, you listen. 🚀
#ukrainesaysodesablackseaportseffectivelyclosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #OilEdgesHigher #GlobalStocksNearRecordHighs
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#oiledgeshigher → so does the Fed's problem.
Every $10 in Brent ≈ +0.3% to US CPI. With September rate-hike odds already cut on soft PPI, a sticky energy print could flip that fast. Higher yields → stronger USD → BTC & altcoins feel the gravity.
Energy is up. Crypto is watching inflation prints, not tanker headlines. 🛢️📉
#UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #GlobalStocksNearRecordHighs $BZ $CL $XAU
Every $10 in Brent ≈ +0.3% to US CPI. With September rate-hike odds already cut on soft PPI, a sticky energy print could flip that fast. Higher yields → stronger USD → BTC & altcoins feel the gravity.
Energy is up. Crypto is watching inflation prints, not tanker headlines. 🛢️📉
#UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #GlobalStocksNearRecordHighs $BZ $CL $XAU
$TUT — the volatility on these altcoins is just too tempting. 😅
Everyone keeps saying "stay disciplined, US stocks only"... and here I am, right back in the altcoin casino. 😅😅
Can't help it. The 100x potential in 5 minutes hits different.
#berkshireaddstodeltaandalphabetholdings #AnthropicQ2RevenueRoseOver14Fold #UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #OilEdgesHigher
Everyone keeps saying "stay disciplined, US stocks only"... and here I am, right back in the altcoin casino. 😅😅
Can't help it. The 100x potential in 5 minutes hits different.
#berkshireaddstodeltaandalphabetholdings #AnthropicQ2RevenueRoseOver14Fold #UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #OilEdgesHigher
**$ACE — Bullish Recovery 🚀**
📍 Entry: $0.215–$0.223
🚀 Breakout: $0.230
🎯 Targets: $0.240 / $0.255 / $0.275
🛑 SL: $0.205
**Strong bounce from $0.185 support — buyers are stepping back in.**
#WallStreetBanksPledgeTrillionsForInfrastructureAndAI #AnthropicQ2RevenueRoseOver14Fold
📍 Entry: $0.215–$0.223
🚀 Breakout: $0.230
🎯 Targets: $0.240 / $0.255 / $0.275
🛑 SL: $0.205
**Strong bounce from $0.185 support — buyers are stepping back in.**
#WallStreetBanksPledgeTrillionsForInfrastructureAndAI #AnthropicQ2RevenueRoseOver14Fold
Partly True
#oiledgeshigher — XLE follows. But here's the nuance: energy led the S&P into the record high, so the sector is already front-running the move.
XOM/CVX benefit from a $88 Brent (free cash flow expands), but at these levels the market has priced in sustained $85+ crude. Upside now needs $90+, downside opens fast below $85.
Good sector, late entry. Buy pullbacks, not breakouts.
#WallStreetBanksPledgeTrillionsForInfrastructureAndAI #UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #SP500SlipsFridayThirdStraightWeeklyGain #GlobalStocksNearRecordHighs
XOM/CVX benefit from a $88 Brent (free cash flow expands), but at these levels the market has priced in sustained $85+ crude. Upside now needs $90+, downside opens fast below $85.
Good sector, late entry. Buy pullbacks, not breakouts.
#WallStreetBanksPledgeTrillionsForInfrastructureAndAI #UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #SP500SlipsFridayThirdStraightWeeklyGain #GlobalStocksNearRecordHighs
🚨 Anthropic's ($ANTHROPIC ) Q2 revenue just printed $11.5B+ — up 14x YoY from $787M a year ago, and more than double Q1's $4.73B.
But the number that actually matters? Adjusted operating income turned POSITIVE for the first time. Not just growing — profitable, at a scale where every other AI lab is still burning cash.
What drove it: → Claude Code (agentic coding) — the enterprise killer app → Inference gross margin: 38% → 70–85% via custom silicon → Annualized run rate already past $47B
Next act: IPO reportedly in October at $2T+ valuation — potentially the largest in history.
Reality check: at $2T, perfection is already priced in. Q2 proved the model works. Now the question is compounding.
#anthropicq2revenueroseover14fold #BerkshireAddsToDeltaAndAlphabetHoldings #PolymarketOddsIranBlockadeEndFallTo23% #SP500SlipsFridayThirdStraightWeeklyGain #WallStreetBanksPledgeTrillionsForInfrastructureAndAI $OPENAI $NVDA
But the number that actually matters? Adjusted operating income turned POSITIVE for the first time. Not just growing — profitable, at a scale where every other AI lab is still burning cash.
What drove it: → Claude Code (agentic coding) — the enterprise killer app → Inference gross margin: 38% → 70–85% via custom silicon → Annualized run rate already past $47B
Next act: IPO reportedly in October at $2T+ valuation — potentially the largest in history.
Reality check: at $2T, perfection is already priced in. Q2 proved the model works. Now the question is compounding.
#anthropicq2revenueroseover14fold #BerkshireAddsToDeltaAndAlphabetHoldings #PolymarketOddsIranBlockadeEndFallTo23% #SP500SlipsFridayThirdStraightWeeklyGain #WallStreetBanksPledgeTrillionsForInfrastructureAndAI $OPENAI $NVDA
$VELVET — 99% chance it retests the $0.73 trendline support one more time before anything else. Sell the rip. 🔴
$VELVET — SHORT
Trade Plan:
Entry: $1.13 – $1.10 (sell the bounce into supply)
SL: $1.23
TP1: $1.00 | TP2: $0.90 | TP3: $0.80 | TP4: $0.70
TP4 sits right at that $0.73 support zone. Low hype, clean levels. Not financial advice.
#polymarketoddsiranblockadeendfallto23% #BerkshireAddsToDeltaAndAlphabetHoldings #OilEdgesHigher #SP500SlipsFridayThirdStraightWeeklyGain #WallStreetBanksPledgeTrillionsForInfrastructureAndAI
$VELVET — SHORT
Trade Plan:
Entry: $1.13 – $1.10 (sell the bounce into supply)
SL: $1.23
TP1: $1.00 | TP2: $0.90 | TP3: $0.80 | TP4: $0.70
TP4 sits right at that $0.73 support zone. Low hype, clean levels. Not financial advice.
#polymarketoddsiranblockadeendfallto23% #BerkshireAddsToDeltaAndAlphabetHoldings #OilEdgesHigher #SP500SlipsFridayThirdStraightWeeklyGain #WallStreetBanksPledgeTrillionsForInfrastructureAndAI
$ACE — US stocks are closed on Saturday, which means it's altcoin chaos season again. 🎪
In the next two days, one of ACE / $AKE / ARP is almost certainly getting its 24h volume pumped to the top of the rankings by some whale — classic bait to lure retail into shorting.
Last week it was $TUT that hit #1 in volume, flipping BTC itself.
Same playbook, different ticker.
#berkshireaddstodeltaandalphabetholdings #AnthropicQ2RevenueRoseOver14Fold #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #OilEdgesHigher #SP500SlipsFridayThirdStraightWeeklyGain
In the next two days, one of ACE / $AKE / ARP is almost certainly getting its 24h volume pumped to the top of the rankings by some whale — classic bait to lure retail into shorting.
Last week it was $TUT that hit #1 in volume, flipping BTC itself.
Same playbook, different ticker.
#berkshireaddstodeltaandalphabetholdings #AnthropicQ2RevenueRoseOver14Fold #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #OilEdgesHigher #SP500SlipsFridayThirdStraightWeeklyGain
Everyone's watching $BTC — meanwhile $CYS /USDT has been quietly coiling on the 4H, and that squeeze just armed a 58% runner. 🎯
$CYS — 🟢 LONG
Trade Plan:
Entry: $1.384 – $1.413
SL: $0.992
TP1: $1.704 TP2: $1.907 TP3: $2.212
Not a breakout-chase — a pullback-buy into the trigger zone. 4H structure still bullish; this is the calm before the leg up.
#berkshireaddstodeltaandalphabetholdings #AnthropicQ2RevenueRoseOver14Fold #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #OilEdgesHigher #SP500SlipsFridayThirdStraightWeeklyGain
$CYS — 🟢 LONG
Trade Plan:
Entry: $1.384 – $1.413
SL: $0.992
TP1: $1.704 TP2: $1.907 TP3: $2.212
Not a breakout-chase — a pullback-buy into the trigger zone. 4H structure still bullish; this is the calm before the leg up.
#berkshireaddstodeltaandalphabetholdings #AnthropicQ2RevenueRoseOver14Fold #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #OilEdgesHigher #SP500SlipsFridayThirdStraightWeeklyGain
Buffett just poured $37.8B into Google ($GOOGL ) → market cap $4.2T.
The bigger the base, the smaller the room. At this size, +10% means adding $400B of new value just to move the needle. Institutions are already in — so who's left to buy?
Big cap = big ceiling. Long at $4.2T is late. Every rally is a gift to sell into. 🔻
#ukrainesaysodesablackseaportseffectivelyclosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #OilEdgesHigher #GlobalStocksNearRecordHighs
The bigger the base, the smaller the room. At this size, +10% means adding $400B of new value just to move the needle. Institutions are already in — so who's left to buy?
Big cap = big ceiling. Long at $4.2T is late. Every rally is a gift to sell into. 🔻
#ukrainesaysodesablackseaportseffectivelyclosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #OilEdgesHigher #GlobalStocksNearRecordHighs
#oiledgeshigher — and the risk premium is back.
Brent ($BZ ) $88.52 (+1.7%), WTI ($CL ) $82.40 — both up big on the week after two more tankers were hit near the Strait of Hormuz and US–Iran talks stalled. IEA now sees a 1.8M bpd supply gap this quarter — double the previous forecast.
Energy led the S&P 500 into the weekend, but with US retail sales unexpectedly dropping, "stagflation" is back in the chat: higher fuel costs + weaker consumer = messy macro.
Next week: Jackson Hole. If the Fed stays hawkish on energy-driven inflation, risk assets feel the squeeze. 🔻
#UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #GlobalStocksNearRecordHighs $XAU
Brent ($BZ ) $88.52 (+1.7%), WTI ($CL ) $82.40 — both up big on the week after two more tankers were hit near the Strait of Hormuz and US–Iran talks stalled. IEA now sees a 1.8M bpd supply gap this quarter — double the previous forecast.
Energy led the S&P 500 into the weekend, but with US retail sales unexpectedly dropping, "stagflation" is back in the chat: higher fuel costs + weaker consumer = messy macro.
Next week: Jackson Hole. If the Fed stays hawkish on energy-driven inflation, risk assets feel the squeeze. 🔻
#UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #GlobalStocksNearRecordHighs $XAU
#oiledgeshigher — but look past the headlines. The real bid isn't just geopolitics. It's the dollar.
DXY just hit a 5-month low after weak US retail sales (99.6, -0.33%). When the dollar breaks, every dollar-priced asset gets a tailwind — oil and gold both.
But they're running on different fuel:
🛢️$BZ ~$90 — supply risk premium, three fronts at once: · Strait of Hormuz: talks at an impasse, Iran lists conditions · Russia pumping ~1M bpd below OPEC+ quota after daily drone strikes · Black Sea tanker freight at record highs
🥇$XAU ~$4,400 — not just safe haven: · Weak retail sales → Fed "hold" bets firming → real yields softer · Dollar at 5-month low = cheaper gold for every non-USD buyer · Central banks keep buying dips — this bid doesn't go away
Same direction, different engine. Oil = supply shock beta. Gold = policy + reserve hedge. Together they're the classic stagflation pairing — and the dollar just lit the fuse on both.
GLD +0.63%, USO +1.26% on the day the dollar broke. The tape agrees. 📈
#UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #GlobalStocksNearRecordHighs
DXY just hit a 5-month low after weak US retail sales (99.6, -0.33%). When the dollar breaks, every dollar-priced asset gets a tailwind — oil and gold both.
But they're running on different fuel:
🛢️$BZ ~$90 — supply risk premium, three fronts at once: · Strait of Hormuz: talks at an impasse, Iran lists conditions · Russia pumping ~1M bpd below OPEC+ quota after daily drone strikes · Black Sea tanker freight at record highs
🥇$XAU ~$4,400 — not just safe haven: · Weak retail sales → Fed "hold" bets firming → real yields softer · Dollar at 5-month low = cheaper gold for every non-USD buyer · Central banks keep buying dips — this bid doesn't go away
Same direction, different engine. Oil = supply shock beta. Gold = policy + reserve hedge. Together they're the classic stagflation pairing — and the dollar just lit the fuse on both.
GLD +0.63%, USO +1.26% on the day the dollar broke. The tape agrees. 📈
#UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #GlobalStocksNearRecordHighs
$ACE #BerkshireAddsToDeltaAndAlphabetHoldings #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #OilEdgesHigher #AnthropicIPOMeetingsSkipFinancialsValuation
$NVDAB
It will rise; I think that's the case
$NVDAB
It will rise; I think that's the case
#dusk $DUSK @Dusk
I think it’s a very good and beautiful stock, and it will rise soon. It will compete with all digital currencies, and it will be fully effective. It will lead all the currencies behind it. I advise you not to take it, because I’m afraid of you—so that you don’t miss out on the gift that’s coming. God willing, help us. What’s the science? I hope you’re all well. What are you doing—are things going well? Yaaaa, you guys—your liver will burst. These are the best American stocks, but what should we do with these? They’ve got that “Ghaar” (stuff). The men—they tried to fool me; they lost all my money. Oh, my face—what an ugly thing. Do you want something? Do you recommend anything? I’m with you, and thank you. Ta-ta-ta-ta-ta-ta-ta-ta-ta-ta $DUSK #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #AnthropicQ2RevenueRoseOver14Fold #WallStreetBanksPledgeTrillionsForInfrastructureAndAI
I think it’s a very good and beautiful stock, and it will rise soon. It will compete with all digital currencies, and it will be fully effective. It will lead all the currencies behind it. I advise you not to take it, because I’m afraid of you—so that you don’t miss out on the gift that’s coming. God willing, help us. What’s the science? I hope you’re all well. What are you doing—are things going well? Yaaaa, you guys—your liver will burst. These are the best American stocks, but what should we do with these? They’ve got that “Ghaar” (stuff). The men—they tried to fool me; they lost all my money. Oh, my face—what an ugly thing. Do you want something? Do you recommend anything? I’m with you, and thank you. Ta-ta-ta-ta-ta-ta-ta-ta-ta-ta $DUSK #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #AnthropicQ2RevenueRoseOver14Fold #WallStreetBanksPledgeTrillionsForInfrastructureAndAI
$ACE #ace #UkraineSaysOdesaBlackSeaPortsEffectivelyClosed #WallStreetBanksPledgeTrillionsForInfrastructureAndAI #SP500SlipsFridayThirdStraightWeeklyGain #BerkshireAddsToDeltaAndAlphabetHoldings
Hello, it was a new beautiful deal. It had all the friends. I think the stock is very beautiful, very effective, and it will be a leading stock. It will rise the way it did in the past days—every two days it will go up. If someone can sell and buy at the same time when it rises, and buy when it drops, then I think—God willing—with good men and good people, it will be a high-push stock, bigger in the digital currency market. It will be a leading stock and will have great standing in this market. But you must be careful; you must trade cautiously. Don’t believe every rise, and don’t believe every drop. You should research and you must be very smart in trading digital currencies. This is not a game—this is money you work hard for. May Allah help all the lovers. We welcome any inquiry and any information related to this stock. It has the ability to enter this stock—so if you enter, enter at the time of a drop, not at the time of a rise. At the time of a rise it may drop and Allah may grant you to drop at the time of a fall. It’s a trash drama. Thank you. I ask Allah to bless and grant peace upon our Prophet Muhammad. And goodbye.
Hello, it was a new beautiful deal. It had all the friends. I think the stock is very beautiful, very effective, and it will be a leading stock. It will rise the way it did in the past days—every two days it will go up. If someone can sell and buy at the same time when it rises, and buy when it drops, then I think—God willing—with good men and good people, it will be a high-push stock, bigger in the digital currency market. It will be a leading stock and will have great standing in this market. But you must be careful; you must trade cautiously. Don’t believe every rise, and don’t believe every drop. You should research and you must be very smart in trading digital currencies. This is not a game—this is money you work hard for. May Allah help all the lovers. We welcome any inquiry and any information related to this stock. It has the ability to enter this stock—so if you enter, enter at the time of a drop, not at the time of a rise. At the time of a rise it may drop and Allah may grant you to drop at the time of a fall. It’s a trash drama. Thank you. I ask Allah to bless and grant peace upon our Prophet Muhammad. And goodbye.
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