WE ARE SO BACK, aside from SEMIS

I did not see how TSM reported, or TSMC, whatever the fuck they are.

Same with ASML and all that.

I'm sure, you know, I'd have to assume they beat, right? I mean, we know the AI trades.

isn't slowing down, but the question would be by how much.

And

then,

you know, everyone's kind of worried about the financing of it, you know, with rates still high and crude keep inflation.

So I don't know.

I mean, even, I think I said this yesterday too, some of the guys that I hold a lot of weight to their work and they're what they say kind of iffy and you know, they're, they've been struggling the last couple of months.

So I don't know.

We'll just see.

I mean, I was happy to see some of my, uh, My favorite names bounce up today, like NXT.

It had a good day.

It was green.

After a little red, I mean, we had a good rip either earlier this week or last week, and then we've been retracing it.

But whenever I see, you know, everything else kind of red and the whole AI trade, you know, a lot of my AI infrastructure, everything was damn near red until the second half of the day we started to get that bounce.

But, yeah, really nice to see that one.

iNod, love that name.

It ended up bouncing up.

Finally, it's been selling so hard.

It was beautiful.

It was up like, I don't know, 25% to 40% from my levels, and it retraced that entire move.

So I'm expecting another strong bounce in them because they're a specialized AI data training.

So I don't see that slowing down.

Speaking of that, my man Hunter put out a good name, A-S-A-N. It's agentic-like.

I did not see how TSM reported, or TSMC, whatever the fuck they are.

Same with ASML and all that.

I'm sure, you know, I'd have to assume they beat, right? I mean, we know the AI trades.

isn't slowing down, but the question would be by how much.

And

then,

you know, everyone's kind of worried about the financing of it, you know, with rates still high and crude keep inflation.

So I don't know.

I mean, even, I think I said this yesterday too, some of the guys that I hold a lot of weight to their work and they're what they say kind of iffy and you know, they're, they've been struggling the last couple of months.

So I don't know.

We'll just see.

I mean, I was happy to see some of my, uh, My favorite names bounce up today, like NXT.

It had a good day.

It was green.

After a little red, I mean, we had a good rip either earlier this week or last week, and then we've been retracing it.

But whenever I see, you know, everything else kind of red and the whole AI trade, you know, a lot of my AI infrastructure, everything was damn near red until the second half of the day we started to get that bounce.

But, yeah, really nice to see that one.

iNod, love that name.

It ended up bouncing up.

Finally, it's been selling so hard.

It was beautiful.

It was up like, I don't know, 25% to 40% from my levels, and it retraced that entire move.

So I'm expecting another strong bounce in them because they're a specialized AI data training.

So I don't see that slowing down.

Speaking of that, my man Hunter put out a good name, A-S-A-N. It's agentic-like.