“Modine Manufacturing came out again, great numbers, great guidance, everything's there.”
AI supply-chain bottlenecks are repricing the build-out; long the picks-and-shovels names, short the hyperscalers
“it's up 1,000% over the course of the last 15 months”
Memory risk-reward has flipped after 1000% run; rotate out of Micron into silver and Bitcoin
“my belief was, there were better places to put my money … I'll get into that later on as to why silver, why Bitcoin.”
Silver is part of the AI physical build-out and a better home than memory; rotated capital in
“A chart should look like that. … if you're going to tell me that the reason that this is a bubble is because of this chart…”
Dell's chart is justified by exploding AI server earnings, not a bubble; the numbers support higher
“We're below the 200-day moving average. 200-day moving average is pointed down, and every time we have a rally in Bitcoin…”
Bitcoin is in a confirmed bear market; wait for the 200-day reclaim, then a big crypto move next year
“Cisco had a blowout report, stock was up I think 15% that day. … agentic AI was projected to grow about 2.5 times over the next decade…”
Cisco is repricing on AI traffic; agentic AI traffic jumps to 9x vs 2.5x prior, blowout report
“Failed data is still a great idea that now is useful. This is far different than enterprise software and people paying for being productive as labor.”
AI revalues pharma's failed and shelved IP across the sector, re-rating small-cap clinical-stage biotech higher.
“I would be putting on oil into weakness here. Oil stocks, I'd be adding into weakness as a hedge and as some place to put money against the potential of this…”
Oil stocks are cheap and a hedge; buy into weakness as Strait risk and shortages push oil higher