Elon must say humans don't know how to govern themselves once greed come in place.

It was crazy. It was crazy when he said. And he said what will happen is once man understands what they can do with this, they won't stop.

We always talk about like this AI bubble.

And don't get me wrong, I am a firm believer that two things can be true at one time.

Yes, we can be in an AI bubble, but yes you also can find quality companies inside the AI bubble.

This week we did a brook down in a portfolio masterclass on why I like

NVIDIA more than AMD and it was just a blowout. It was just a blow out why that company does not compare and why you

probably would never see me do an option play on it or you would never see me on it at least not in the next two three

years I'm not mad at people that own it but not me so let's just look at the AI

bubble right we see Invidia you know 2. So let's just look at the AI bubble, right? We see

Invidia, you know, 2 point something trillion market cap,

microchip MPW on AMD advanced device. NP Advanced Device

Device, Texas Instrument,

I forgot the name of that company, man,

damn. SkyWorks Solutions, Avigio Marcel.

Right, you see them all growing earnings.

But here's what I want to talk about.

And I talked to Peter about this today too.

This was real dope. We talked about this

on the computer. I said Peter can you explain to me so I felt like we can still find

quality inside the bubble and he said his friend Dan Ives, which I know Dan Ives,

which I know Dan I because I watch him.

...