I was very happy to take off my Micron, and let's say an average of, I don't know, $600-ish, $650-ish, I don't know, somewhere down there, even though it went up another 50% since then. And I rotated that money into silver and Bitcoin

Cisco had a blowout report, stock was up I think 15% that day. It's talking about enterprise WAN traffic without AI was, uh, agentic AI was projected to grow about 2.5 times over the next decade, but now it's jumped to 9 times.

Another company that reported great numbers, that's a big part of my thematic portfolio and has been for a while, and one that I've recommended to clients really since June of last year as one of these the mid-cap ideas where it is more than tripled.

Dell raised its full-year fiscal 2027 earnings guidance to $18 per share from $12. I mean, the stock was up, I think 20, let's say 30% on Friday. They took their numbers up 50% for next year.

We're below the 200-day moving average. 200-day moving average is pointed down, and every time we have a rally in Bitcoin, we get up to that 200-day moving average, we turn right back around. That is the absolute definition of a bear market.

And I rotated that money into silver and Bitcoin, which have gone down. Um, I'm grateful for having had the opportunity of being in from $100 to $650.

even if there's no war, if prices start going higher— and that's why I'll sit there and say, on the case of oil, I think we're going to have— from this point on, if oil goes higher, then the market's going to go down.

Failed data is still a great idea that now is useful. This is far different than enterprise software and people paying for being productive as labor. This is the ability to find a way to solve this problem.