He also talks about the importance of the AI agents and crypto rails. Again, this is a major theme for me over the course of the next year. It's in the application layer. I believe that crypto will be a major story.

I am bearish on the hyperscalers relative to the receivers of the money and relative to healthcare companies which will benefit like Eli Lilly in a whole bunch of different applications.

IWM. New all-time highs. Hard to have a bear market when small caps are at new all-time highs. Wow, we've got energy prices going higher... and yet somehow or another small caps make new all-time highs. Not bearish, guys, not bearish.

But on Friday, or, and last week, it had a massive rip. And I think something is changing on it. I think people are starting to get on board.

one of the reasons is the price of silver has just collapsed. Here's why the SpaceX IPO could be the start of a silver boom. He highlighted this about how much silver there is and how much more silver would be necessary for data centers in space rather than terrestrial.

I believe you're going to have more and more on chemicals, more and more on silver, more and more on copper, more and more on the commodity layer. That is where I want to focus in. That's where I've rotated money.

We are at the point with the eyes, where he is putting in a therapy to make cells young. And if you haven't read about this, read it. Huge implications again for this. What a better place to get into Eli Lilly and the entire healthcare sector, which should benefit.

this is going that indium phosphate— phosphide is one of the several supply chain bottlenecks collectively constraining AI data center construction. It is a necessity. It's another component that China dominates and it's an issue.