I do believe that like memory stocks, it's very possible uh, that those have made a top. And the fact that I keep getting pushback whenever I'm negative on memory at this point— I'll go through the reasons why

Eli Lilly is in the basket and it was up on Friday. Uh, it was up last week.

we got Hewlett-Packard Enterprise Company this week blowing out numbers and here's what happened to their stock... Here's the total annualized equity return of 15%.

looks like this is the beginning of, of what I believe is a necessary rotation

Jeff DeGraaff, very, very good at this particular stuff... He's been talking a lot about healthcare lately. Adam Parker also been talking about healthcare... rotated into healthcare and financials, the day's two strongest sectors.

He breaks down how AI agents will create a vast invisible economy operating at machine speed, and that crypto rails, especially major layer level ones, are the infrastructure needed for agents to transact, settle, and coordinate value. This is the reason why I am buying Bitcoin.

at the same time, your boy did buy silver and bought Bitcoin. That's gone down. So not all of the things that I did worked out.

I was buying Chevron and Exxon this week, uh, partly because I think the stocks are completely mispriced relative to what I'm about to show you in terms of what where we are with KALSHI and everything on the prediction markets.

I've talked extensively about batteries and the fact that this is going to be a place that 2 years from now you're going to wish you spent a lot time on, because of all the problems we have, because Meta is using tents, batteries are a necessity.