gonna be some turbulence in markets good time to be thinking about your shopping list if $BTC isn't on it with the chart presenting this kinda r:r, you're never buying it so stop looking at crypto forever hypothetically the jensen drama is good for anyone competing with nvidia's chinese suppliers as well as team america suppliers like $INTC and $AAOI i still love biotech. i love anything with IP that can get accelerated by AI. stuff like $PRME is just silky. i will literally hold this name to 0 or 100x i don't care what anyone says, i still like and hold $UBER. blue wave is gonna be a double win for them, just watch. dems have a grudge against elon and ridesharing/delivery has become defacto unemployment insurance that they'll protect. maybe you can express this with medicare providers too, but i'm with dara who is one of the finest CEOs in tech today rates are going higher long-term so be careful on the risk curve. in general, i like data centers but i'd rather have $AMZN, $GOOG, and $ORCL over highly-indebted neoclouds don't get levered. we're clearly late cycle by all market indicators. inflation and spending continue to be problems. but after this AI turbulence, i think this market still has legs for several more months