one of the ways that I think Zcash is a good trade right now, it's quantum resistant, it's also private. And a lot— another issue that Bitcoin has had... it's so institutionalized now. Um, it's attached to Saylor.

today I bought up on Nvidia last night at 40 cents right after they announced a deal, and then they closed today +3%. It was like one of the few green tickers.

we bought CoreWeave after hours despite the fact that CoreWeave had great financial report and everything and they were doing great. CoreWeave is getting smacked right now. It's down 11%

my chat bought one that I, I do like and I think is a good buy, is Plantier.

They bought, uh, actually about, uh, what is it, uh, Dutch Brothers, uh, today. They bought— they put 10 grand in the Dutch Brothers.

I think Eli Lilly is the biggest one... they're the front runners right now to have the like trillion dollar company, the like legal whatever with all the, to do a lot of the peptide stuff.

this morning I was like, yo, let me figure out which which tickers have the most upside in the Russell that are like positive with the revenue and are AI adjacent. And this morning... I found this ticker called InnoData.

And then like when you really get down to it, dude, you could like just buy copper and uranium.

I caught the Telegram trade. I was really happy about that because Pavel Dorov was like, we're going to make this the official Telegram coin. And I'm like, it's one of the most used apps in the world. This is going to go up. But then... they have inflation and unlocks happening all summer. It's not going to go back to all-time high, but it'll probably go 50% of that, right?

There's one called DRAM. D-R-A-M. It's Roundhill Memory ETF, and you're basically betting on Intel and these other memory producers, right? So it's a bigger basket, but you don't have to do all this research on individual tickers.

My bet on everything, and it's actually like the whole core thesis why I'm long Robinhood, which is wicked funny, is more people are going to spend time online and more people are going to navigate to the things that kind of do everything in one place.

I think CAT is an amazing buy long term. I think CAT is one of the best companies to buy... you're not buying AI, you're buying the company that makes the data centers that everyone is making around the country right now.