Today, you know, I looked at the market. It was doing well today. And then at the close. I looked at the portfolio when the stock market had closed.

And I'm like, I made a teacher salary from Milwaukee today. So I was like, what happened? And I realized that SMH went crazy.

$14.

That's amazing.

SMH is the gift that keeps giving SMH went crazy today. How much of the SMH go up today? 12 dollars. 12 dollars today. How much to AMD go up today?

AMD almost.

Yeah, AMD was up seven.

Yeah. So between those two bad boys, it was a good day. It was a good day. So being that, you know, we can never talk about these situations enough.

Is SMH the number one question that I get because I always talk about SMH. We talk about SMH all the time. The number one question that I get from everybody is when is SMH going to pull back.

When's a good time to invest in SMH? Is it too late? Is it too late to invest in SMH?

I'll let you go first. No, it's not too late.

Goodbye.

I know. I'm amazed you money put yes and chat best price would be 261 94 if you want to deeper dip 255. Please write those prices down. You guys keep at this is like if in the 1970s, you're like, when does oil going to be a bad investment.

The era is not over AI gaming metaverse every chip like every phone needs more AMD and video number one SMH like it's like a tier like you can go back and forth between Kobe LeBron,

Durant, like you're good with all three. I like AMD first and video second SMH is powerful stop thinking that you have a lot of you like, well, I need to know how to

fish on my own. You see everybody. They teach me and fish for himself. I'm like, mostly I want even getting a boat every day to fish for yourself. Let me put this on a plate for you. Put the little season on it. Put the little fat fries on there.

You go get rich. AMD and video SMH for the next nine years, at least you'll be good. And SMH is going to go to 649 38 and four years. You can miss out if you want to. You've been warned that that's the crystal boat like and I think you bring up a good point in a lot of times people invest in something and they'll make gains in it. And it's like, let me go find something else to make gains and it's like, well, that worked for you.

I wouldn't you stay in that position and just make it a longer term position or add to the position. We try to reinventing like we went up and I won't say percentages shout out to everybody else in the Apollo.

But if we if it's an orbital performance, I'll say that.

If it worked in the portfolio.

If we weren't to SMH and I don't know how many times we got to talk about semiconductors before you realize I go we're pretty heavily invested in semiconductors. It's an amazing investment.

In fact, I just checked SMH and video is now the number one allocation inside.

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