Transcription
Zoom. Hello everybody. It's Sunday. Zoom out to say hi. It's me. We are here and uh want to make sure, yeah, audio is working. Everything's working great. Let's get into the story. Interesting mix of questions this time around. Chasing yield, mortgage traps, rotations, allocations, why things are so low, and why some things are also so high. Let's get into the story. Thank you to the mods in the chat for being here. And uh, you here we are. This one's called How to Allocate. Of course, I talk about many other things as well. And never financial advice, just a guy on the internet as you all know. And all the questions come from Patreon.
All right, before we jump in, of course, big shout out to all the mothers who invest. Happy Mother's Day. I don't know if it's Mother's Day in Europe, but it is in the US, maybe Canada, other places. Either way, it should always be a happy Mother's Day. So, let's go.
First question is from worn and tired. It's a bit of a sunny. Sometimes I feel a bit worn and tired, too, actually. Hello. So, I'm wondering if it would make sense to quit my job and roll my 401k funds into another retirement account and purchase Tesla. The data says, well, we'll see what the data says here as well, but uh, he said, I do believe Tesla over the next 5-10 years could be huge and I would like to make my retirement geared towards that growth. I am 47 and will go back to work at another job or even back to my current job after six months break. I currently have Bitcoin and CS, Bitcoin CS, cold storage, I guess, and I have some Tesla in another IRA account. Just looking for an opinion. So, let's get into it.
So, these are um interesting times. First of all, I'll be very direct and blunt here. 100K will get you 233 shares. It's not so much anymore. Ah, a few years ago, 100K would get you nearly a thousand shares, but that's uh and in fact, back in 2020, 100K would get you at $17 a lot more shares. Anyway, the point is, I do believe you should keep the job um or if you're tired of working or hate the job, maybe negotiate a 4-day week special. But income is your ultimate hedge. A side hustle as well could also be good to generate some more money out there. Uh, and what you should do is max out your 401k if that's your thing. I think you can do 23K plus employee match now and catch up if you're 50 plus. You're getting close to that level. You could roll your 401k into IRA, but sometimes there could be tax penalties there. I don't really do 401k or IRA stuff, so I'm not really up on that. I like to control my destiny and not be locked into different choices and uh, DCAS as much as you can. Uh, weekly buys using dollar cost averaging on steroids and Tesla dips, but never lump sum in unless you get a huge dip. That makes sense. And also make sure you have 12 months expenses uh in cash.
Now let's look at what this could mean in terms of just imagine 100K into Tesla, 233 shares, assuming you don't touch the fund until 2035. This is the retire model and this is cons assuming a very conservative 25% kagger. But by 2035, your 100K will become at least 554K and that's after pulling 40K out a year. So um, yeah, things will go crazy, but things will go a lot higher. If you go out to say 2038, you'll have nearly a million dollars even with pulling money out. And this is what people don't realize what's coming. The kagger on AI is insane. Absolutely insane. The world has never seen it before. The bears cannot cope right now because they don't understand how Micron can go up a 1000% in years. Like it's a bubble. The world has never seen this type of thing before. So yeah, I like the way you think, but I do want to give you some advice. Fiat mining, it's going to be harder and harder to mine fiat in the future. If you have the chance to mine it now, mine all you can and then stick that fiat into hard assets, especially for this AI revolution, DCS, etc., and let time do the heavy lifting. Keggars and compounding is a miracle. Okay. Now, I know it's no fun to work a job, but get that cash so you can secure your future. The pain you suffer today will pay off real big in the future. Remember that. Probably not very eloquently said, but you know what I mean.
Next question is from Logan E. This one, next Logan Essana's massive adoption metrics not reflected in its market cap. What we are seeing is classic adoption lag. We're going to break it all down. He talks about all the different metrics. I made a video on Solana on Monday, how all the enterprises have chosen Solana and we are about to see activity explode for a whole bunch of different reasons. But you're dead right. And when this question came in 4 days ago, Solana was at 84 bucks. On my Wednesday at TA Master Class, TA Alpha, I hammered home 84 bucks, 83 bucks, $82. It's a screaming deal right now. I think well, last time I checked actually Solana was pumping. Um, where is it now? Give me one second. Pull up my, you know what, my TradingView and where is it? Solana. There it is. Solana's at $96. Okay. It was 84 on Wednesday. Now it's 96. That's how fast things move. But it's it's beaten to death. And again, perfect bottom fish. Let's get into the actual answer for this question. And you're dead right.
First of all, fundamentals or some obvious say pumpamentals are exploding. If you look at all the transactions done between the 27th of April and May 3rd of May, you're talking a few days. Solana did 700 million transactions. All the other chains combined did 593 million. One chain does it all. So let's not forget that a lot of people say, "Oh, chain X is going to come and disrupt everything else." It doesn't happen. Remember all these other chains, we're talking thousands and thousands and thousands of them are fighting against each other over the crumbs. Winner takes most. I think I say that nearly every week in this show. Also, there is that adoption lag. You're dead right there. And there is that disconnect. Uh, market prices narrative before usage. Then it waits like in in traditional finance, it waits for earnings or institutional confirmation. But now, now looking at the metrics, it's like looking at Amazon back in the day. Oh, it's a bookstore, never going to do anything. But the metrics are rock solid that nobody saw unless you analyze the data. And now we have the same metrics that I've been hammering as well for quite some time for years in fact, uh, from the SEP profiler and the crypto compendium. I'm obsessed with cryptotrics. That's how I was able to find Solana in March 2021 and to be able to call all the chains kind of BS. But anyway, the catalysts are stacking. We got Alpenlow upgrade coming maybe July, August, September time frame. Everything's going to be tokenized. And guess what? That's all going to be done on Solana. We got AI agent, micropayments, etc. This is a perfect setup for a big asymmetric move we're beginning to see right now. Also, shout out to ETH. Um, again, the these numbers are just not even in the same universe. Daily transactions sold is 97 million. ETH is 1.8 million. It's 5000% more. And then speed is very, very important in this agentic world because AI agents are not going to wait around 15 minutes to find out if a transaction's been finalized. And Solana Alpenlow, which will be with us within 1 to 3-4 months, uh, is in measured in milliseconds. And that is the product. Okay, the product.
Now back to pricing and where it's going to go. I believe and it already is all the enterprises that video I made on Monday, check it out. I listed all the enterprises all around the world that are leaning into Solana and I showed you why they're not picking other chains. They're picking one best, cheapest, fastest, best, cheapest, fastest, most secure. Narrative has never changed and check out that video to find exactly what's going on. But here per my model, again, I was saying this as well, it is the best asymmetric bet right now alongside Tesla. It has not moved and neither has Tesla. And I see the market cap doing a 3 to 6X easy from here. So if you take the price, it's the same thing. Three times the price, six times the price. And yeah, retail is still traumatized from 2022, still traumatized from 1010, the black swan event. Institutions are slow to allocate, but they're not slow to deploy on the chain. And the on-chain data doesn't lie. Usage is usage. Follow the users. Hammering that home as well.
Now, there are people out there like Tom Lee. Shout out to Tom Lee. He just said the other day, price target for Ethereum is $22,000. If Ethereum goes to $22,000, we're talking about $850,000 Bitcoin. Do you want to wait for that and hope and pray that that happens? I don't see it happening. But if it does happen, I'll be very happy because I know Solana is trading at 70% of the market cap of ETH. That is ridiculous. That means Solana is going to float a lot higher, a lot faster. It'll be the faster horse. And remember, and I did warn you, you can't say I didn't warn you for years and years. Why? It made no sense to hold ETH. But last month, or sorry, this is uh 5 years ago, ETH was 3,900. Today, 2,300, so it's a lot less. And by the way, Tom Lee's price target of 22K is coincidentally a 10X pretty much from where it is right now. But the price of potatoes have been a better investment than Ethereum over the last 5 years. Can't say you weren't warned.
Okay, next question. SW and this is interesting because a lot of people are out there kind of playing kind of crypto games, chasing yield and trying to be really cute. Remember in markets, if it's really that easy to get massive gains in a safe manner, everybody would be doing it. Okay? So SW, always keep that in the back of your mind. I'm thinking of playing SDRC and QYLD to retain both dividends per month for a total of 23%. Looks like there is a small window to do this with a record date. Quick get in and get out. Thoughts?
Well, be very careful. Yes, these games can happen, but again, over time it is what some people call a zero-sum illusion. You will get hammered and you're doing things like forcing taxable distributions. Uh, the sometimes the asset drops by the amount of the dividend paid, etc., etc. It's not that easy. Now, that being said, STRC is super attractive with the 11-12% return, super attractive. QYLD on the other hand, not so much. And if you time the record date for buying your STRC, you can actually be on the record to get the return. But it's a difficult game to play. And STRC is apparently moving to bi-weekly as well. Watch for this. But let's look at a couple of things. QYLD looks great on paper, but if you look at the NAV decay, that's what you need to look at. And if you compare the QQQ return to QYLD return, it's garbage. And this is the same with all these leveraged ETFs and dividend games. This is a chart of QYLD divided by QQQ. You can see how much it's lost over the last year or so, 35%. There is no simple easy money trick. Always check. But STRC is very interesting. And we had a big week last week with MicroStrategy and Sailor talking about how he could sell a little bit Bitcoin to inoculate the market and that had everybody up in arms. But again, net is a good thing. It shows you the versatility and optionality of playing around with these things.
All right, let's get into the next question. Uh, William D. Hey James, concerning the catch-up plan for AI that you emailed all of us, you say allocate no more than 25% to AI. Does this mean that if we already have 25% of our investable income in Tesla that you recommend we don't buy any other AI names? I mean, that 300 shares of Tesla that typically you recommend would probably be more than 25% of the typical portfolio here. I know that Tesla is probably 40% of my portfolio. Anyway, just wondered if you could clarify this point for everybody.
Yes. Sorry about this confusion. This framework is always my 80/20 framework, or it could be 75/25 or 85/15. 80/20. Very important. You have your huddle bag of disruptive assets that you keep. You don't get cute. You don't trade around them. You build those bags. The retireon bags are not to be touched. And then 20% of your bag is for trading and building up different exposure. And this was about new capital exposure for people that have missed the train. And again, if you just put like 5% of your portfolio into AI since we did the IIA13, that would already be 15% of your bag now because everything has pretty much tripled or doubled. And if you're using Leaps, it's exploded in value. It's been absolutely insane. So, also remember, never go all in on one narrative, okay? Because buying in now, remember timing is everything in the market. So, IIA13, I came up with the idea in June of 2025. A lot has changed since then. Buying into the narrative now after the moves like a 1000% on Micron in a year. Everything's going to mean revert. Do you want to go all in on that narrative after these huge moves? The answer is that'd be very risky. And remember, Tesla has been my money market. So, just for perspective, like 2017 to 2020, 2021 time frame, Bitcoin was my money market. Then it was MicroStrategy, 2020 to 2021 to 2022, that was my money market. Then 2023 onwards, Tesla became my money market, rotating and allocating to that asset. Again, I believe it's the best risk-reward. Yes, there might be a faster horse, but is there a safer horse with the same amount of upside? The answer is no. Not in my opinion. And I've analyzed this a thousand ways to Sunday over the last 10 years. So, remember, if you're buying into a narrative late, it's not over. We're still in the early innings, but you got to be very, very careful. That was the point of this.
Now, why I believe Tesla is the ultimate AI play? Because of all the stuff they do. They're going to have AI agents, autonomous vehicles, humanoid robots, energy storage, AI computer inference, terraab with SpaceX AI. There is no other company remotely like this on the planet and no other company going after such large TAMs. None. Period. That's the play. That's what we're waiting for. And remember, Tesla is applied AI. Okay? The IIA13 infrastructure is on top of that. So, you see my portfolio. I share it every single Tuesday for years and years. So, you can see my exact allocations and my exact moves across everything. And then you'll see exactly how I'm allocated to these things. Remember, IIA13 exposure should be capped and that excludes Nvidia and Tesla. Even though they're both AI plays, in my mind, it excludes those two. And the IIA13 has already become a formidable position in my portfolio on top of Tesla and Nvidia. We're talking three quarters, 3/4ers exposed to AI. I didn't expect it to go so fast, but that's how the KY crumbles. Could there be a rotation later out of some select AI names into things like Solana? Absolutely. We have to wait for that moment. Okay. Very important.
Next question from EISH. We'll call you Aish. Hope that works. I've had my Tesla retireon bag since late last year, which took me two years to build. That means 300 shares. Since the start of the year, I've been building my IIA infrastructure IIA13 bag. Seeing the performance over the last month, I've been so tempted to rotate out of Tesla and into the AI bag as it's just ripping. Yes, it is. But is the retirement bag a set it and forget it off-limits or should I be rotating out of the gold standard assets Bitcoin, Tesla, Sol, and into the AI buildout with the intention to return to them?
Very, very good question, very important. And this happens all the time with investors. They see things run and then they watch them run even more and then they watch them run even more and then they rotate into them and then they buy the top and they get crucified and hammered time and time and time and time and time again. Do not do that. Do not chase. You replace always. And when you're getting into a narrative, get in early and wait. Don't chase. Be careful.
So, speaking of don't chase, I forgot I had a slide for don't chase again. Your retirement bag is off limits. That's based on a target that will get you to seven digits. And we've been stacking that from very low prices for a very long time. It's your foundation. Treat it like your pension. Treat it like your safe risk-reward. Don't touch it. Then you've got your tactical sleeve, your 20%. I always talk 80/20. 80 is your huddle bag, your retirement bags, retireon bags. And 20% is your, you know, play around portfolio rotation, etc. And also bear in mind taxes. Getting cute. If you're in the retirement account, yeah, you can do a lot of rotation and everything else. But if you are in a high tax regime like me, it gets more difficult and you get absolutely hammered, especially on short-term capital gains. So, be careful of that. And remember, FOMO trap, this is it. So, we're seeing huge amount all 2026. Uh, a lot of FOMO and what I call POMO, which is pain of missing out. I wrote a paper on the psychology of pain of missing out. Check it out. Just search #POMO. You'll find it on the internet and it's free to read, of course. But don't touch your retirement bag. Allocate any excess cash or stuff you're getting out of that you think is dead. Imagine you have an S&P 500 ETF fund. Yeah, if you have two or three years, ditch that and then go into some of the AI names that maybe haven't run yet. And we covered those as well in the fireside chat earlier this week. But remember, regret is often triggered by people buying tops. Don't chase. Build your positions in big dips or bear markets, etc. That's why I say billions made in the bear. Always remember that. Don't chase a narrative after it's already ripped like you mentioned. Hope that helps.
Tesla huddle. Interesting one here. Kind of pertains to the previous questions we covered. Hi, thank you very much for what you do. My biggest and highest confidence holdings are Tesla 83% and Philronic 8%. By the way, 83% Tesla is very high. Very high. Even though I'm super bullish, you still need other things. So, you got too much portfolio concentration. Uh, I'm considering pair trading between them as their seasonality is opposite. We'll dig into seasonality as well. Usually, Philronic runs in H1 while Tesla tends to run in H2. I'm considering trading between them using one of your tools to amplify returns. Would you suggest pair trading on steroids or the rotation model? And what minimum size of bag for pair trading would justify the monthly cost of the tool? I don't use margin. Trading is not a taxable event here. Look at you.
Of course, not financial advice. So if you're not taxable, you got to go rotation. And I'll explain why in a minute. First of all, Tesla and Philronic are not inversely correlated. Pair trading on steroids is designed for inversely correlated assets, pairs like think SOL 3x long, SOL 3x short, MVDA, NVDS or TSLA, TSLQ, etc., etc. You want to make sure these things are inversely correlated and these two are not. Philronic. Also, allocations matter. You're a heavy Tesla and you're tiny amount of Philronic 8%. So, that will be a challenge for you to rotate between these because it's not much you can do when your allocations are this way. Also, it's extremely dangerous as well when you are rotating. Now, jump out for this. Do not be caught offside. We saw people getting caught offside. They watched me rotate out of MSTR into Tesla like 25 times. 25 times. Did I go back from Tesla into MSTR? The answer is no. I didn't. Some people did, and that is lethal. You can get caught offside, and that can be very painful as well. So, please don't do that. Um, what else? Um, let's talk seasonality for a second. This is I shared this on Cyber Bulls a few weeks ago. I talked about how April is always the low point for Tesla's seasonality. At the time, Tesla was 330 bucks, $340. Now it's $100 higher. And I hammered the table. Here we are a month later. Tesla's $100 higher because April is always the low point. But bear in mind as well, the tailwinds coming for Tesla are insane right now. So you can throw seasonality out the window. It's a function of how quickly they ramp Cybercap and what Optimus 3 looks like. That's the narrative. That's the story that will drive the stock.
Also, Philronic is an OTC penny stock, but boy, holy crap. It's gone from 14 cents to 5 bucks 40 in a year. So well done. If you bought it at 14 cents, this would be a time that you take some profits. Okay, take some profits because there's a severe warning sign. This is the Benes M score 1.45 higher than the 1.78, which implies the company might have manipulated its financial results. Remember, it's an OTC penny stock. It's listed in the UK, I think, but PLC, but in the US, it's over-the-counter penny stock. Penny stocks are penny stocks for a reason. Even though this is not a dollar, it's 540 now. And yes, it's been on a rampage. I haven't done the financial analysis on it, but I'd be very careful. So, no, you're not able to rotate at this stage for many reasons, but you need better assets. Get the rotation model. You can pair trade between five different assets at the same time and check that out. But be careful with this one. That's what I would say. And remember, first rule of investing, do not lose money. And Warren Buffett say the second rule of investing, look at the first rule of investing again. Risk-reward. The people that chase dreams get crucified. Don't do that ever.
Next question from Gravy. 5 years ago you helped many of us lock in a low interest rate in a mortgage by thumping the table loudly about it. Yes, I refinanced financed all my real estate at sub 3% interest-only 10-year fixed rates. Like we're talking 2.75% crazy low with just interest only. There's no principal return. Beautiful. That's it's the dream for people who are bearish on fiat currency like melting ice cube. Imagine 2.75% when they're printing 7-8-10% money a year. Anyhow, rates are higher now for those of us reorgaging. Any tips given the uncertain climate?
So, this is actually an easy one. First of all, assume you didn't get your 2.75%. Maybe you got your 3% 30-year fixed. I did a 10-year fixed because I knew within a decade I'd be out of these investments anyway, uh, into different stuff. And the mortgage lock-in today will be about 6.37%. By the way, this from Freddy Mac, uh, online right now. The cost savings, it's $900 bucks less, $1,600 bucks a month principal and interest versus at the 6.37%, $2,500. So you save $900 bucks a month over a 30-year term, that's nearly $300,000. So it is substantial money. So what would you do now if you have to do refi? First of all, five years, the quant data screamed lock in that 30-year fixed. Okay, absolutely clear as day. And yes, I was banging the table, but today the math is inverted completely. Do not lock in a 30-year fix right now. You're pissing money away. Don't do it. The game is changing. Okay, this is next year's forecast for interest rates. They'll go to 3.25 to 3.5% and then the mortgage rates a few basis points higher than that over time. So, you could get a 4% 4.5% 30-year fixed next year if Kevin Walsh does his thing and cuts rates. The market expects rate cuts. A lot of the bears out there say, "Oh, they're never going to cut rates and inflation is coming because of oil." It's like, "No, here it is. This is the CME. This is people actually betting on this, putting real money down." So, we'll be somewhere between 3 and 3/4% 3.5% next year. Bear that in mind. If we're really lucky, it goes down to 3% or even less. We'll see. Either way, the US has so much debt. Them having a long high, a long-term high interest rate is murdering deficits. So, they don't want that. And they understand that, too. Plus, AI is deflationary. So, there's no need to have high interest rates anyway. That's that. So, just don't overthink it. Real simple. Next year will be big rate cuts.
So, what do you do if you do are in this situation? I do believe you should lock in an interest or refi at like a two to three-year fixed. You get a much lower rate than a 30-year fix, which would be like 6.5%. A two or three-year fix might be 4.5%. But you're going to be refinancing again. And watch the refinancing costs as well, because they can aggressively eat into your return. So again, just lock in an interest rate for a short period like two to three years and then plan to refi again in two to three years. And that could also be happening if you're planning to flip the house that you live in. Maybe you want to upsize or downsize or whatever else. So think always think out five years. Always make five-year plans and then slot start slotting your investment decisions and financing decisions into that plan. Absolutely critical. Everything I do is thinking 5 to 10 years out. Everything unless of course it's uh shorting Avis, then it's just two days.
Anyway, next question from head22. Really appreciate all that you do. Have been a member for a little under a year now and was wondering James, would you mind sharing a little bit about your goals? I know you always say my goals are not your goals, but I feel sometimes if you give a little more clarity to some of your posts.
So, I think you're referring to some of my trades. I trade first of all for sport. I do it because I don't gamble. I used to gamble and I do gamble on the UFC, by the way. So, that's kind of not true. I I like to trade for excitement. That's why I say my goals are not your goals. And sometimes I take on extraordinary risk like shorting oil and then shorting Avis the other day. But I share these different trades, going long and short, so you can all get a feel so you can learn how to fish for yourself and you can find opportunities everywhere all the time. 2026 has been incredible and it's only just begun. And people thought, even including myself, I thought AI would be eating our lunch right now. It hasn't been able to do that yet. So, we still have lots of opportunity to make lots of alpha. But basically, why I started the whole channel in the first place. Real simple. Uh, I do believe the the world is changing and the way traditional finance companies tell people how to invest like 60/40 portfolios and mutual funds and all that garbage. You will never be able to live free from financial stress. You're going to be stuck in their trap that they build you. And when you're inside tradi, you understand how it works and it's all a trap. So first, I want to do what I want to do for the last 5 years, educate people to help them escape the matrix. Okay, the the name of the channel is Math, Money, and Freedom. We use math to make more money so you can become free and make the world a better place. That's step one. Second, time, wealth, reclaiming your time is so important. There's no point in working like I I saw my dad work his entire life. He retired and within less than a year he was dead of cancer. That's no life. So I said to myself, by the time I'm 50, I'll be retired. And I made that my goal from the age of 30. And I executed perfectly on it, too. And remember, time is everything. Don't be a wage slave in a place that you hate, okay? Find a way to escape the metrics. Plus, the world is changing with AI. And by the way, when I started the channel, I didn't think AI would come as fast as it had. And then when November 2022 happened, that completely changed my thesis. My tap dancing shoes swapped out immediately and became all-in on AI. And then the third part of the the mission is giving back, helping those who are voiceless. Speaking of those, shout out to Blind Dog Rescue in the UK and Every here in the UK, too. This week, we donated to the Blind Dog Rescue to help rehoming blind and partially blind dogs, but they're all adorable. And these dogs are so full of love. So, I hope uh thanks Every for that. I'm going to do some live questions right now, too, and take us back to the beginning. And I'm trying to get a little bit faster with these things and cover more ground as quickly as possible. Big thank you as well to our moderators. And we'll get into some questions. But before I do, shout out to Holly, Kayla, Sir Winston, Nick M, Buckhorn, Wagabond, Crypto, Cryptoractor. I love that. Doc, intern Piper, A Roller, and Signal 103. And don't forget, Happy Mother's Day. If you are a mother, congrats. Thank you for what you do. And if you're not, take care of your mothers.
First question is from Sir Winston. Found 10K stuffed in my couch. Which AI13 would have the best ROI over the next 5 years? Tesla is packed. But I think um one of the things I look at out five years is profit growth, earnings growth rates. The two highest companies I was able to find is Tesla and Palantir. If you don't have any Palantir, get some. And I know when people hear me say Palantir, say, "Oh, it's a religious company or it's a company that kills people." No, it's a company that helps companies become better using AI. So, it's not a political statement. But if you're here to make the world a better place, you know, make alpha, make the world a better place. Don't just criticize things. So, I'll probably get in trouble for that. But anyway, that's why you watch this show for alpha. Now, I did honestly, I avoided Palantir for the longest time in the early days, but not anymore. Now, the world has become so dangerous, especially with AI and people have the ability to maybe make a bomb at home or something. Don't you want some type of surveillance on these nefarious characters? Anyway, that's that's kind of my revised thinking.
Nick M, thank you for thank you team Canada. Hope you're all doing well. Let me know if it's Mother's Day in Canada. I don't even know.
Doc and intern. Hi, I'm down 50% on my Jan 2028 MicroStrategy 220 calls in an IRA. Your thoughts on selling these and rotating into leaps on Micron, ARM, Marvel, and AMD instead, or should I buy stock? I do have MicroStrategy equity.
What I would do uh, Doc, maybe is think about rolling down. That might be expensive. I do believe MicroStrategy will double uh from here. It's already gone on a rampage up from 109 to nearly 180-190. So I I do believe it can get back to 380-400. In fact, Michael Saylor did say his goal is to double the Satoshi's per share, which will probably happen with STRC, which is non uh non-dilutive to the MicroStrategy stocks. So hold on to that. I would not. And first of all, you can't buy leaps on Micron. It's gone up a 1000% in the year. You'll get completely fleeced. Although I do have, I think I've got the $300 strike leaps on Micron myself. And that's just been marvelous. Just like Marvel and ALAB. Uh, what these things have done is AMD looking at things like leaps after they've had such a rampage, it's suicide. You're generally better off buying the stock. So, in answer to your question, if you don't have an IIA13 bag, pick the four or five, maybe six top players, maybe something that hasn't run as much, and then allocate to those. Um, keep MicroStrategy. You have lots of time that you're out to January 2028. Bitcoin in the age of AGI, it's scarce. It will be in high demand. So, hold tight. Uh, but maybe think about rolling down, get a little more, but that could also be expensive. And remember 220. Let me check the MicroStrategy price right now. Um, Bitcoin's pumping. That's nice. Bitcoin's pumping up 800 bucks, but MicroStrategy is currently trading at and they he bought again, by the way. Where is my MicroStrategy? There it is. 187. So you're you're at 220. You're not far from strike. So, hold on. Hold on. You're not you're you're I don't know why when you bought them, but you might have been a bit of a top buyer. Uh, the checkout rolling down a little bit. If you can sell the 220s, get a little bit more intrinsic value. Maybe take it to 200 or 190. Have a look at the math on that. I'll try to check it later, too. And where am I? Sorry, going off in a little bit of a tangent there.
And a big thank you for superstick hallela book and wagabond cryptorector Izzy Rare Signal 103 Bman and Soul Strider and of course Cypher Sniper TND Tesla K8 and Sha D. Love you all. Happy Mother's Day. See you tomorrow. Bye-bye.