Palantir is up 7.5% today. It's about to reclaim the Trump line, which I think is— I think it's a significant line. It kind of is a decent proxy for how people feel about Trump admin right now. And Palantir going up is good for that.

Micron is also down 11%, and the noise is getting— I mean, noise getting loud.

I think it just feels like the equity perps is the biggest opportunity in the world

It probably is short-term bearish hype. And I also think Lido probably is too cheap. I think both of these things are probably true

But it is a hammer to the other Neo Clouds, like Nebbius of the world, CoreWeave of the world, because if Meta was to go from a massive purchaser, like client of buying compute and stop buying and start selling, it's like a huge, it's like you miss a wide open 3 and give up a dunk.

Meta had its best day in a long time. Meta was up 8 whole percentage points today on Meta.

IBM, man, This is turning out to be a good trade for me, a really good trade for me. If I didn't do all these dumb shit bored trades, I would never miss.

so I had something going on with Tesla, right? Like someone knows something, I don't know what exactly, but it's up, uh, 15% in 3 days.

Hims also up 9%. And man, I think Hims looks really good. It does. It looks really, really, really good on Hims.

Robinhood's up 8.5%, also looks really good.

the problem is, what does it value the token at? Is this research so easy long? I like SOL, but What does it value the token at? Largely unclear.

I just think energy drinks is one of the most competitive fields in the world, and C4 is just cringe.