Anthony Pompliano

Go through the volatility this year and hope that the semiconductors come down again.

Hope we've had a correction in silver.

I'm buying silver in terms of companies this week because I, in my mind, believe that three years from now, silver will be needed because of all the drones and all of the technology and all the semiconductors.

I'm not touching software because three years from now, I think they will be like the VHS video machine.

You're not going to be selling anymore because people are going to gradually be migrating.

So there's no growth for it.

I want to be long commodities.

I want to be long compute.

If people get a chance, listen to the Dwarkash Patel, Dylan Patel interview from this week.

phenomenal, and all he talked about is we don't have enough compute.

He even made the argument, Dhillon Patel, who is probably the most, I would say, have you had him on?

Okay, definitely you should have him on.

He should want to be here.

He does semi-analysis.

You should have him on.

Very smart, fast speaker, knows his space inside and out.

But more importantly, he just said power is not the issue.

And I've started to migrate that way over the course of the last four months for a variety of reasons in terms of optimization of the grid.

It's not that we have enough power right now, but I think the solutions that are happening allow us to kind of, that's not the biggest problem.

The biggest problem is we don't have enough memory and we don't have enough compute right now relative to the demand that has now shown up because of OpenClaw.