Jordi Visser

That I don't think is going to happen this time.

So energy companies to me traded cyclical

So at the same point do companies like Corning.

Micron is still cheap, so I'm still in Micron, but I've reduced the position.

I'm looking for other things.

But remember, for everything that we're talking about that I've been right on,

I'm really been wrong on MicroStrategy and I've really been wrong on Bitcoin.

So there's always something in the portfolio that's not working at a given time.

I still believe in those positions, so I've been adding to those as well.

I added to them when Bitcoin got under 105, I did it under 100, I did it when it broke back above 92.

So those haven't worked, but a lot of that is coming from a rotation in my portfolio.

I'm assuming that eventually I'll get a parabolic move there.

I still believe that's the place to go, but that's what it is.

I constantly am looking for new, fresh ideas to move into.

I have a lot of these semiconductor names that are analog-based that I don't think have participated yet in the same way.

So I've also mentioned Teradyne.

I've also mentioned a lot of names like that, Lattice Semiconductor.

These are all names that still have a long road ahead of them.

I mentioned ASML.

That one's had a big run.