And I've told you, I want to be on the short side of hyperscalers relative to the thematic AI trade. Um, Here's what's the reality. Profit margins, uh, for the MAG-8... this is not happening for fundamental reasons. This is a rotation. These are the spenders.

I can make the argument for people that the stock is fairly close to where it should be, but the likelihood of them not beating each time seems insane given the trend.

surprisingly, as beta is getting crushed IWM continues to outperform, up 1.5%... everything is good in small cap land.

AI healthcare is going to be a massive theme... there is nothing that can be bigger than people not dying of cancer, the people living for another 50. It changes macro, it changes everything.

Eli Lilly, which I've publicly said I will believe will be the largest company in the world within the next 5 years. The reason is because I believe the GLP-1s and now GLP-3s, people are underestimating as I travel the country, this country needs GLP-3s in a massive amount.

Every time that I seem to get here where I get a bunch of email on Strategy, that's usually near the bottom since, I mean, the guy owns a ton of Bitcoin.

Why Micron's earning blowout or headache for Apple? You started to see the price rises again... if Apple, one of the most important supply chain groups that should have been able to secure memory... they're in the queue.