Jordi Visser

It becomes something you just have, but it doesn't kill you.

And if you go start, and this is what I want everyone to do, just watch the 60-minute, and I say the 60-minute YouTube because

Demis Hassabis, for probably a 12-minute clip, he talks about this year beginning to cure all diseases.

And it'll take, and he said, by 2035, we'll have cured all diseases.

Oh, well, that means we won't see it there.

I'm like, that's not the way markets work.

Moderna is the example of a company that solved a problem that was really critical at the time, and everyone dove into it, and it raced.

If you get someone that's, cancer affects everyone, like everyone.

There is not a single person that hasn't had a family member that's gone through, or a friend who's gone through cancer.

So anything related to cancer is a massive change.

Now, anyone who's been following the news realizes that all of this stuff has really accelerated since Gen AI.

That is the gateway to all of this stuff.

So for the last three years, the trade was the infrastructure trade and it was the Mag7.

I'm just saying that that is not the trade.

So do I still think Tesla's gonna have a great year next year?

Yes, because I think humanoids will be brought forward.

Most institutional investors will not buy, oh, great, we're gonna cure drugs.

How do I invest in that?

But when you see their earnings revisions going higher, and this is the thing people have to realize I wrote in CoreWeave,

where we've had to lower stuff quant strategies look for estimate revisions moving higher if the cutting expense side and the efficiency thing ends up being the big thing if small caps do well because of the rate cuts and the fact that people have to remember the one big beautiful bill the majority of the fiscal impact is going to happen in the first half of the year because we got the midterms so they wanted that to happen we also have