I think if SpaceX IPOs, Anthropic IPOs OpenAI IPOs, that's got to put in some kind of local top for markets.

So we decided today to get into NVDL, which is a 2x leverage of Nvidia, for $52,000.

Venice is that, but they have a ton of different models on the backend that they use. Some are open source models. Some are the most popular state-of-the-art models. But the differentiator between Venice and these other platforms is they keep all of your information private.

LWLG is a small company... We bought them in for $20,000 called Lightwave Logic... They basically are trying to get rid of copper and use lights and lasers, and it's faster and cheaper for the technology. They had bad earnings today, so they dropped 18%, but we decided to buy.

with the way that they activated this, um on Hyperliquid, 90% of those revenues are going to go directly to Hype. So in the same way that Hype makes revenues from all their perps fees on traders, also going to make revenue from all the stablecoins that are on the platform, which is huge. So this added like around $150 mil estimated.

for like majors, Bitcoin and ETH, um, in general, I think that they're going to underperform. They're not going to outperform in the same way that they did over the past decade.

what Intel is doing, they're building their own fab here in the US. And so Trump is obviously greatly in support of that because we don't want to be relying on countries or companies that aren't in the US. But also the way Intel is positioning themselves in the market, they've invested a ton in building out this fab.

they are a key part of the system for nuclear energy... SOULZ is a company that is the sole domestic supplier of conversion in the US.

I think Rocket Lab is going to do well. I wish I would have reentered though... Now I'm not in it right now, but I agree it's a good spot.

Zcash is essentially like Swiss banking for those people in your pocket... Private money on-chain.

I do think Bitcoin is in a great spot right now technically. I think it's holding this key level, which is like $79K.

if you're a crypto trader, you only trade crypto... and Bitcoin was your like core asset to look at— I think you can do the same right now with Nvidia and Google. And that should be like your barometer for how you should be comparing your, um, looking at just risk on in markets in general.