as I've said since the day that I got out of my Micron and said, hey, I just don't think these things can continue.

We get an unwind the other direction, I think it's good for gold, good for silver, good for Bitcoin.

if people are right and the Fed's gonna hike— I don't think that's gonna happen— but if we get 3 hikes, I don't think you want to be near gold, I don't think you want to be near silver, and I don't think you want to be near Bitcoin.

But I've moved into Eli Lilly. I've moved into a bunch of silver and Bitcoin names.

If you're listening to anyone saying that the market is a bubble or that a correction is coming, equal weight S&P is breaking out and is strong despite all the volatility.

I don't think the Fed is going to raise rates. So if that message is going to be delivered somehow, or if the market is now positioned for it, which is what we're seeing because we've got crowded positions in all of those trades the opposite way now, meaning they're all playing for the Fed to hike rates.

So the KIX, the KIX, the insurance ETF or index— yeah... regardless, we're breaking out here on the insurance side after a long consolidation.

KRE Regional Banks. I think you're going to have a lot of consolidation with inside the regional banks. I think they're going to be buying up the smaller banks.

If GDP around the globe is improving, as we're seeing with estimate revisions, you should start seeing the financials be part of the bull market. They were lagging this entire year, especially in the US, on the back of the Blue Owl situation.

Now all of a sudden they have excess capacity? I mean, it's really stupid to, to, to leap to that side and not see that maybe it's because their company's under pressure because the stock is acting so badly.

this is the volatility of that Mo Tech, Morgan Stanley Mo Tech. I mean, this is 5% a day. This is higher than the dot-com bubble.

in my opinion, this does create a potential issue for the slowing down of the ARR for Anthropic. I believe that is a possibility. Now remember, they have been a 10xer in terms of the revenue.