I think Micron, Marvel, SanDisk, And a few other ones, but have been so strong. And I think they'll continue to be. They both are at all-time highs, both have strong tailwinds behind them.

I already shorted the top of FOMC. I was long SpaceX going into it, had to close, and then I was listening to Warsh speak and shorted close to near the top after the original sell-off.

The reason it trades so volatile is because you have so much retail interest on it, and people are trading it with leverage both directions... I still think it's a good long. I still think it's a good setup right now. I think it's at like 1— $180, $185.

They both are at all-time highs, both have strong tailwinds behind them. And the demand for what a lot of these— what these companies are offering is just through the roof right now... it's actually based in real revenues and real changes to their businesses.

Google is just obvious. I mean, you can buy this every fucking day and whenever you have discretionary, I think you can literally just buy this and be cool.

And Hyperliquid is going to be a place where you can trade both of those things as well. So I think a lot of people who saw SpaceX being able to be traded on Hyperliquid are going to look at Hype. And I think Hype is going to do well following that.

you have Tesla, which I think is a good choice to have in the portfolio. I think that they're going to really commercialize Optimus and make that a success.

VVV is in a really interesting place because as we know, AI has been the most popular like market segment this year. And we haven't really seen interest from retail in needing to protect their data and protect their, like be private with what they're giving to these models.

This shit the fuck out the way. Really strong uptrend, and then it just consolidates for a bit... If it's in a strong trend, you're not going to get this retest.

I think Micron, Marvel, SanDisk, And a few other ones, but have been so strong. And I think they'll continue to be.

Zcash is in a really good spot for the same reason I talked about before. Bitcoin has issues with— it's going to have issues with quantum in the future, has the current issues with the sentiment around Saylor and them thinking that he might need to sell Bitcoin to pay back people who are holding his preferred shares.

This one's gonna get out of control. They're not pricing in the fucking all the digital IP and the fucking, the servers. And they're not pricing any of that in... like that in my opinion is just scratching the surface.