Absolutely, you're right. He's got a trillion reasons to try to win the A.I. race. And I think that's the big difference here when you look at Tesla is the bulls or bears will debate on whether it's a car company or AI tech trade. And obviously we believe it's an AI trade. And as long as we continue to grow in this AI bubble and you think it's going to expand in the 2026, like we believe we're not going to bet against Elon. And Tesla hasn't even hit its highs of 2020 of last December. And we believe it's going to break through last December's highs and possibly finish at 500 plus. and this incentive based concept is welcomed by shareholder. So I look at this as a very bullish development for the name and as long as it's a bullmonger, I will keep bind it. But all it here about is how BYD, which is the Chinese, one of the Chinese EV companies that kind of make these lower costs. Some would even say disposable.

Well, there's no doubt that there's a fundamental problem in the EV sales. And this is why again, I think Tesla is going to be looked at in regards to whether they deliver on robotics to Robotaxi. Because if it's just an EV play, we would not be buying the name. Because I think that area, the competition is continuing to get broader. And fundamentally, I don't think it's a good place to be. So this is a pure bet. on AI and Elon Musk we believe is one of the most brilliant people on the planet right now. Well you also think Jensen Wong and Alex Carpe are pretty dog on brilliant and they are in video and Palantir, the stocks have printed money to last.

We are buying more on the weakness. We bought some yesterday and we bought more today because we're looking at the next six months. I think the reason why these growth names are selling off is because of a growth scare economically. And when we take a look at the government shutdown ending, and more importantly, the liquidity the Fed is going to put into an economy that's not in a recession while the markets near all time highs, I think you're going to see asset prices continue to expand. And Nvidia is the most important name in AI as well as in the NASDAQ 100 due to their weighting. So if you think the market is going to go up over the next few months like we do, you want to own the names that are going to carry the most weight. And we think these two are going to have the continued massive upside throughout this AI. Similar thought process of talent here. Absolutely. Now you'll want to sell them fast when we do go into a bear market because they will get hit the hardest, but right now We're going to continue to ride because we don't think we've seen the last leg of this bull market yet