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I get very obsessed. [laughter] Uh and and I think that is probably one of my strengths that like once I'm in the stock I'm like obsessively watching it like all day like back in you know the pandemic era like I would even be like you know on a on a on a Zoom call right and I have like my chart open over here. If you mean if if you were following me I think the most important thing to learn really I mean is is learn how I do things right? I I I endorse independent thinking. Like I'm here trying to share my my my research, my train of thoughts, like why I thinking this, right? What I noticed, uh how I'm connecting the dots and obviously my my my trades themselves. Uh and I'm really hoping that people kind of pick up that like if you, you know, have figured out, okay, I'm willing to all in this much amount of my money, right, only to one stock, follow it, okay, and and and now you're basically watching it play out in real time. I think that's much more better than kind of a simulation or kind of back testing or reading a book, right? Because when you're reading about book, I bought here, I bought sold here. But when you're actually watching it play out in real time, you'll kind of feel it that like, oh yeah, he sold this because, you know, everyone on Twitter is is scared of this news or the Fed chairperson did these things and like Kevin kind of connected all these dots and decided this is the top, it's time to sell. And I think that's much more you're going to get that much more ingrained in you by kind of following me and and watching how I trade in real time. Do you ever set limits where it's like, hey, if it automatically if it's down 20%, even if I'm sleeping or I'm just wasn't paying it, it's going to sell. Or if it goes up a certain amount, it's automatically going to sell. >> I've also never set a stop limit. I'm very weird. I I'm I'm very afraid of actually, you know, your situation, right, where it's like randomly down 20% one day for reasons that I disagree with, right? Just some random macro or some fear headline and then I get automatically stopped out. um when no you know I so I've never set a stop limit my whole life. >> Now you've previously said that every man should trade stocks like they date women only one at a time. Why don't you like diversification? >> Yeah, that's my uh my specialty on Twitter. It's a financial rage bait. >> Why don't you like polygamy? [laughter] [gasps] >> Well, I've been very >> Why shouldn't men date 10 women at a time? >> Yeah. So uh >> like Jack [laughter] Props. Props. That's just not even true. [laughter] >> Concentration creates wealth. Diversification keeps it, right? It's that's just true. And I think, you know, we go all in on things all the time in our lives, right? When you're a job, that's an all-in on your time, right? Uh a woman, that's an all-in, right? I saying like and it's true. Like, you know, when I met my my wife, it was like only like six weeks in, we decided to move in together, right? Cuz I was like, "This is it." like I I I think I love her and I want to move in. I want to get to know her, right? I'm just I I just went all in. And I think I don't know a lot of people try to hedge, right? And and like you know try to especially in the dating world like oh yeah, let me try to meet and find the best person. No, I think you should go all in. And I think that's really important. And you also uh um really quickly find out whether it's working or not either with a relationship or even with a stock. You really quickly get obsessed with it. You research everything about it and you you figure out like, oh yeah, if you're only in like 5% or only 5K, you're like, you know, eh, whatever. I don't really care about this. But this seems like this is your personality type is you're an allin type of person. You're either 100% in or you're out. >> Yeah. Yeah. I will say that's my personality type. >> Do you think most people should follow that personality type or do you think some people would be better off not doing that or maybe they're a bit indecisive and when they go all in on something they don't really think it through. >> I think it depends on your goals, right? And your time frame. Um I mean just your view on life. Uh I have always been a very impatient person, right? I've always wanted uh gains, success, whatever, as big and as fast as possible. And obviously, I've been willing to risk it and I've made many losses, right? I lost 300k in crypto, right? I did my startup uh back in 2013 and I failed. Uh and so I, you know, I failed a lot. But I also kind of um you know, over the course of my life taking like a very um tick tock kind of um pattern in my life, a risk on, risk off, right? You do something risky, didn't work out, okay, you know, quiet down for a couple years. And once you kind of regain that financial buffer, that mental sanity, maybe you try out some risk again, right? So I think there's like phases in your life too where it's appropriate to kind of take on risk. >> Does it worry you right now that stock market valuations are seemingly pretty high? >> Not really because of how insane this AI buildout is going to be. Like this is essentially our version of the industrial revolution, you know, and I think especially the modern investor maybe a little bit too used to these on like very quick bubbles, right? Like a crypto is maybe a year or two, right? I mean was maybe a year or two but like people don't understand like how big and and and still there's so much more to come uh with building out these AI den data centers you have to just like try building an app with codec once and you'll realize it. Uh my view is the future of AI work is uh longunning compute inensive uh workloads. Uh basically, you know, most people just use ask you just ask Hajia a question, right? And it's basically, you know, quick answer. Uh but what what people are doing in Silicon Valley right now is they're running these like 247 jobs, right? To basically uh keep churning tokens uh to do work. You know, the the one the you know the one example is like solve cancer, right? Like you could imagine just giving uh an agent access to your lab and and all this data uh and other agents that it could spawn or whatever and it just keeps running in a loop, right? trying to figure out how to solve cancer. And so that is very comput intensive and we don't have enough GPUs or CPUs or memory or any of that. The stat is what like trillions of dollars in capex buildout uh over over the next 5 years, right? And so we we just we just don't have enough and I think it's going to continue going into into into the future. How could you be wrong? Either there's some technological innovation that increases the supply, right? Uh that maybe you know uh China develops like their own Nvidia style GPU uh really really fast. uh that increases supply all of a sudden uh or these workloads don't really transpire. So right now, especially Silicon Valley, like like uh coding is like is is what most people use these LLMs for, right? Uh cuz it works. You can build these websites and apps now. Uh but can LM really replace, you know, accountant, right? A a lawyer, uh a doctor, right? Can it really build robots? Like that's another like 100x thousandx thematic bet that I have. Like robotics uh is actually the the next inflection point for something called physical AI. um that that requires like a lot of kind of same things, right? Like if that stuff doesn't transpire, there's no need for it. It just kind of stays in coding, then a lot of this kind of bolts just falls out. >> What are your robot plays? Cuz I tend to agree with you that it seems like the next thing would be taking chat GBT but making it physical, >> turning it into a person or a robot that could do something. >> Now, really quick, every business is asking themselves the same question. How do we make AI work for us? The possibilities are limitless, but guessing is too risky and sitting on the sidelines is not an option. Because one thing is certain, if you're not doing it, your competitors are already making their move. And that's where our sponsor Netswuite by Oracle comes in. It's the number one AI cloud ERP, trusted by over 43,000 businesses to manage everything from financials and inventory to commerce, HR, and CRM, all in one unified system. When all of your data is in one place, your AI becomes a lot smarter. It doesn't just guess, it knows. Netswuite intelligently automates routine tasks, delivers real-time insights, and helps you make fast, confident decisions that actually help drive growth. 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What are your robot plays? cuz I tend to agree with you that it seems like the next thing would be taking chat GBT but making it physical >> turning it into a person or a robot that could do something. >> So how do you see that playing out and where are you investing in that? >> Yeah, I mean I think this is going to change the world just as much as like Kachbd did. Uh there is just so much investment recently A16Z produced a report that says like uh venture investment in robotics is at alltime high like you know 5x in the last quarter. I think you know humanoid robotics specifically is really really interesting because a lot of the world is already designed for humans right like how you open a door how you put in a screw etc etc and so if you can have a robotic just I mean they're they don't ask for insurance you know they don't ask for sick leave vacation leave they can work all day um they don't even have to be perfect because humans are not perfect right >> they could show up late >> exactly [laughter] slip and fall um and so there's There's there's so much investment in robotics right now. Uh and actually what's really frustrating is that there's no way as a retail investor to really play this. That's been really frustrating just like every other kind of way before, right? It's always been happening in the private sector, right? Like you know from startups uh to AI stocks right now. Um there are two or three stocks that are interesting in in the robotics world if you're interested in playing it. Um one is called oust O S. Uh they make LAR tech, >> right? So like the lasers, you know, they kind of tell you how far away things are. Uh most recently they invented color light LA lightar. Uh so they're the only ones to make it. And so that replace that replaces two cameras. Before you used to have like a camera for color and one for uh LAR. Now you just have one, right? And so they're signing up a lot of customers. They're in public stock. Um another one is a spa that's coming out pretty soon called CCXI uh Agility Robotics. uh and it's gotten a lot of hype recently because of some uh Twitter influencers talking about it, but it is one of the only pure robotics companies to actually, you know, list on on the stock. Uh and then actually one that I've played a few times is uh called Robo Strategy and they have the they have the best ticker bot bot [laughter and gasps] >> and the quick story behind that is this guy Andrew Kang, he basically was an early investor in all these robotics names through his family office and decided to turn that into a closed end fund uh to basically let anybody you know invested [clears throat] in. uh you know there's a lot of mechanics behind it very similar to micro strategy for Bitcoin and like a creative dilution uh but basically uh yeah it holds like uh equity stakes and figure AI do you remember that live stream with the the the robot you know uh for nine days straight right like sorting packages right that was like a media moment right and so like that's that's one of the biggest holdings in in BLT so like you know you basically get access to that >> so what do you think is going to happen over the next 5 years in terms of the economy >> K-shaped man everything is unfortunately K-shaped and And I you know I think there's that's why there's this desire this angst that I notice in the general population especially young people to bridge that gap right uh from from one end of the cave to the other uh and a lot of agency behind this but I mean I mean like I don't know uh my my fringe theory is that like this last like 50 or 80 years of the middle class was the exception to the norm like across like general history right most of history it was like you know you got the rich people and you got the poor and uh because of the internet the internet and globalization whatever and America was able to kind of create this middle class uh but it does seem like it's kind of going back in other direction right people talk about the wealth income gap and etc and so uh the most important thing is to own assets so how can someone increase their chances maximally that are on the lower part of the K-shaped recovery to then go to the higher part is it focusing just broad strokes here on income or on investment and buying the right assets. >> The most important thing is you first have to build your base, right? You have to take care of your debts and you have to build your base. And what I mean by base is, you know, your financial base, your security base, you know, you can't be worried about when you take risk, you can't be worried about your livelihood, right? And so what that means is, you know, get a good job, right? Like like like make sure it's like safe and secure. Um find, you know, just make sure you're in a good place to actually go take a risk. And then you can take a risk in many ways, right? Like if you find find what you're good at uh and and just go do it. I think a lot of people just get caught up like trying to think too much and trying to take like baby steps. When I say go all in, you know, it means many things. It could just be go all in, start making YouTube videos, right? Just go just go do it. Uh if you you know want to trade stocks or even do sports betting, right? Like go all in and try and figure out do you have an edge? Uh I don't go in don't go in blindly without a feedback loop. Uh otherwise you do end up losing money or like you know not growing your YouTube channel. Uh set a timeline and I you know set a timeline like by one year I hope to achieve these things and really have a close feedback loop of like am I developing an edge here because I think the world is more and more rewarding people that are unique and have something different to offer in the world.