Anthony Pompliano

And I think there's a very important reason for it that gets into...

my handicapping days at the racetrack.

Why does a horse go off as the favorite?

Well, it goes off the favorite because of the most recent results that happen.

So when the Kentucky Derby comes, the guarantee will be the horse that is the favorite pretty much won its last race leading into it.

Probably won its last two or three races leading into it.

Probably has the fastest speed.

There's a momentum thing of this is the highest probability.

Well, last year we had the tariff fears at this point.

And I posted something today because we are three weeks post the beginning of this disruption in Iran.

And there is no sign based on the facts, meaning the price is going higher.

There was a major attack on Ras Al Fahan yesterday in Qatar.

It's responsible for over 35% of helium.

Helium is a major component of semiconductors.

Semiconductors are the most owned part.

Most of my portfolio is in semiconductors.

So if all of a sudden you get a change in kind of earnings estimates, you could have a problem.

And this is where I want to just leave people with this.

Last year when the tariffs came out, you and I said everyone was panicking.

I think we have the complete opposite.