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Last year, Liberation Day, it was a V-shaped recovery. Are we going to see that now in case the market crash a little more. >> You know, Trump is prone to do anything.He say we've we've won. Whether we've won or we haven't, and he pulls back our offensive operation, will that stop the Iranians from bombing our Gulf allies. You know, presumably it would.And maybe that would cause a Vshape. I think you've upset the apple card. I think you've upset the balance of what's going on in the Middle East.So, the Amer ...

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I think other assets are going to fall a lot. I think Bitcoin has already had its crash. There was a negotiation about three weeks ago in Oman where the Americans were there with the Iranians and then the talks apparently broke down.But um you know the Iranians agreed to the terms that the Americans wanted. The question is why do we not take those terms. We I get the fact that sometimes you have to use the military to protect our interests around the world, but I just think this is a really bad situation.An ...

TSMC popped down in earnings, but that's because the earnings were very good. >> TSMC earning reports saw 25% jump in profit on the AI boom. It seems like a market, >> right? >> In a bubble, you just say, "We love it. It doesn't matter if it's got anything to do with it. Let's pile in." That's not to say that there won't be losers. This is a disruptive technology. Companies that have operated in industries for quite a while, if they have not adjusted, they are at risk. We've seen our parents. Let's not copy ...

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If I knew the government was going to do the right thing, I would be shorting a lot of things. >> Inflation is good for the top 01% though, why are you even fighting this system. >> I would agree that the way my portfolio is positioned, the more mistakes the government makes, the wealthier I'm going to be.Right. >> Invested based on what I think the government's going to do, not on what the government should do, but what I believe it will do. Just because I've invested based on a premise that the government ...