Meta is hugely important. They dominate distribution. Instagram, WhatsApp, um, they make a fuck ton of ads.

I am bullish on certain areas of crypto. I think Hyperliquid is a great hold. Um, I don't own any Bitcoin right now. I'm super bearish on ETH

The estimated CapEx, I think, out of those 4 or 5 tech companies is around $700 billion... So I want to pull up this stock, Eaton. Eaton Corporation... it's a stock that benefits from all this data center buildout.

No, some Hyperliquid. I think Hyperliquid is like one of the most important applications, not just in crypto, but also globally right now.

I own zero Bitcoin. I do think it's, it's down a lot, and I do think it's like not a great place to be selling if you do have some. But I just think that, yeah, like you said, the AI trade has been a much better trade the past couple of years compared to crypto.

I genuinely think Take-Two is an amazing, incredible investment.