they're going to stop their share price decline by cutting their CapEx to improve their cash flow, lower their leverage. And then you get this announcement from Amazon and then the cracks start to spread outside of the generals into the semis, the AI, you know, into Korea, into Taiwan.

the trade hasn't played out yet, but I continue to really like gold. And like, these, like, it's just, it's all been washed out. All the momentum's in these other sectors. At a time where it looks like real yields are starting to peak out here.

all we needed for, for where Bitcoin was at and the fact that, like, you're pushing it and it wasn't going below $58K. We got like that one liquidation wick, like some guy got liquidated for like $700 million or something

was it last week where we said, you know, people might want to temper their bearishness on the SAILOR and MicroStrategy Complex.