Anthony Pompliano

There's gotta be some cash in there as well.

So let's just say of the active- This guy's a little crazy, so I don't know.

But yes, most likely he does have some living cash.

He's still gotta go in and buy a coffee.

So there's something that's sitting somewhere.

But to be fair, my portfolio is not too different.

Bitcoin's my largest investment.

I now have a lot more silver than I've been gradually buying silver miners and silver during this because that's one place that I want to be involved.

But then if you look at it, it's mainly semiconductors and memory things and things all connected to the themes that I write about every week and publish.

I had to create a model portfolio, which I'm going to start showing on my paywall for people.

So there's 100 names in there.

Bitcoin's in there.

And then some of the other things we've talked about on here, Palantir and Tesla and stuff like that.

But year to date, it's up 18%.

And now these are all themes in the last four months, which are all geared towards the build out of AI.

It means optical fiber.

OK, prices are going through the roof.

Chemicals.

Petrochemicals are going to go through the roof because of what's happening in the Middle East because we're all connected to this.

You've got the semiconductor side.