The Chinese Semiconductor Moment, Onchain Spots, and Celebrity Traders

Threadguy opens on traders becoming the next celebrities as memecoins retake TikTok, then the market open goes red when China starts mass-producing its own chip tools and CXMT's IPO does 1% of all Shanghai volume on day one. Also on deck: the open letter fight over banning open source AI, Jensen's first tweet ever, the war nobody is covering, and Kamala 2028.

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SPEAKER_00 0:01

Okay, we have a lot to talk about. We have a lot to get into. We have Pump Fun looking incredible. We have Bitcoin looking incredible. We have on-chain firing on all cylinders. Although the FWA coin is down, it's firing on all cylinders. How about that, by the way? How cool is it that we find a new cool thing on chain? We start talking about it at like five mil or whatever. The founder's in the chat because he watches stream. He texts me. He says, Yo, I'll come on. And then he joins the stream on a Discord voice for 30 minutes, answers every question, and then the token rips at 5x. That is called our community has motion, is what that is. Pawns looks incredible. Everything looks nuts right now. I really think everything looks really good. Wars is pause, CXMT IPO, and there's all in did a segment. We'll see what happens to SpaceX. We have Apple versus Micron. We have we have a million things to cover, a million things to get into. I'm excited to be here. I posted this clip on July 22nd for a topic that I've spent a lot of time discussing. And the topic is the next generation of celebrities are going to be traders, speculators, crypto traders, stock traders, whoever it is, these people are going to be in a world that worships money and assets and financial capital. Traders are the epitome of that. They're like, they're like the upper, upper, upper K. Okay. They're like, they're like what's out of a society that only cares about money, you spawn celebrity traders. And I posted this. It's not my first time I've talked about this take, okay? But I posted it the other day and I focused on it. Like I really locked in on the take because I I don't know. I feel like it's starting to happen. I watched Ansem walk around with $200 million in a Phantom wallet. And I so I posted this. And then Kim Chi, who has become nothing less than an urban legend on TikTok, posts a tweet for the first time in April 29th, May, June, July in three months. And it's a it's like a little dump. Like him, I where where even like where even is this? Taking pics I can't understand and locations I I couldn't comprehend. Where what even is this? I don't even know even know where this is. Where is this? Okay, what what is that on his wrist? I don't even know what that is. How much is this watch? How much is this watch? Million dollar watch? Less more? I don't really know. But he posts this little photo dump on Twitter, and this dump has 19 million views, brother. 700k? How much is 700k? Rainbow Rolex. I don't even know how to like this. Is it yeah? 420. This is the watch? This is the exact watch, or it's it's a little bit different. Is it the same? It's like a little different. It's like rose gold versus like it's like a little bit different. It's like it's 420,000. Anyways, can't even comprehend that. He posted this dump. This thing has 19.5 million views in a day. And the most jarring thing that I've seen recently is I am seeing crypto meme coin stuff on my TikTok at a rate that is just gross. I saw this this this morning or last night. 10,000 likes. When the topic is about crypto meme coins and some pump fun in Solana, now I'm actually interested. I'm seeing bro, I'm seeing it everywhere. Look at these clips are like blowing up on TikTok. I'm seeing it everywhere. I don't know if he's paying or what's going on. But what I do know is that I got really excited about um pump fun and started coming on stream talking about pump fun every day for the last like three, four weeks, which by the way, looks disgusting. And the core premise behind my pump fun bullishness, other than its insane metrics, is that meme coins, I didn't really realize this until fairly recently have solidified themselves as a cultural spectacle that is not going away. I definitely bought on this tweet, and it's I mean, it's everywhere. It's it's the crypto stuff on my TikTok is at a level that I have not seen in a long time. So I have a homies hitting me up. It's it's kind of electric right now. We have an Ansom interview tomorrow. I'm gonna do two of them regular stream, Ansom stream after. And do you want to talk about traders as the new celebrities? When Ansom walks around with a billion dollars when Anim when Ansom has a billion dollars in a phantom wallet, I think it's got coin has to go to like 1.9 or something. When he has a billion dollars in a phantom wallet, can you imagine that story is gonna be gross? So I'm gonna do normal stream regular time, and then I am going to do Ansom at 4 p.m. EST tomorrow. Life is just more fun when on-chain is hot. It's just better, it's just a better world when on-chain is hot. Like programmable money, brother. Programmable fucking money. All right, market opens in 18 seconds. It's always stock market open. It's powered by Phantom. It's powered by Phantom because anything you would like to trade that you see featured on the stream, whether it's on-chain, whether it's stocks, whether it's tokenized stocks, whether it is perps, whether you want to sell any of those assets and put them into stables, you can do it on Phantom. And on that note, the stock market is officially open. The SPX starts up 0.8% at 7842. And man, for all this panic and fear we have seen in the market, we are basically at all-time highs on the SPX. Off top wick to here, we're down 1.92%. Yo, threaded, I just got a little Chick-fil-A breakfast. Congrats, brother. Stay away from that fried chicken, though. Go grill it if you can for breakfast. That that fried food in the morning is not too great for you. The cost for yesterday's trading session was up 0.97% yesterday. The Russell was flat. The Qs are up 1.09, pretty green. Um, the socks opened with a red candle, but it's still up 0.76%. The IBB is up half. The socks, not great as well. These things are weak. And they're weak. They are weak. Um, it's up 2%. The IGV, the worst corner of all time, is up 2.5. Bags are up one, but a red candle on open. Gavin Baker tweet, what do we got? An outcome where AI is dominated by a few dominant frontier models is dangerous for America. Super negative for national security. The Hugging Face Incident Anthropic Department of Defense, Department of War, Gavin, dust up our objective evidence of the risks. Happy to see this. And so he's KOLing NVIDIA really hard. Now, KOLing NVIDIA is KOLing D RAM, feels like it's a very different equation. Um, that is sunlight, it's sunny outside, it's beautiful. Mags are up one, and DRAM is technically up three, but man oh man, we really don't want to see this thing get back to the Gavin Baker show level, which we are close to. That would be like, I don't know, 5167, give or take. It's at 5445 right now. It does not look great. Crypto on the open bitcoin is having a couple pretty good days. Is there a clip of you talking about FWA? My god, I'm doing this because I like you. Doing this because I like you. I have a full interview with Adam, the founder, on my bio. We cover it all. We cover stocks, on-chain, memory, bitcoin 65 and a green cade on open. Hype is 59.3. Um, I don't want to read out the Shaw's price yet. Gold is a little over 4K. It's green in the day. Copper is coming back. I mean, this this coin drives me nuts. This coin drives me nuts. This copper thing. It's made now one, two, three, four, five, six. About to be seven attempts at that six, six, two level. If it goes for it, it is going to go for it. I really believe, but it is not quite ready. Sol 76.5. Pump font is 2141 and looks insane. Love what do you call stocks or commodities coins? Copper technically is is a coin. Servers up one percent, lighter is up five on the day. Oil. Um, we had another ceasefire, which at this point is just like I don't even know what to tell you. Where it's down like 10 from top wick, WTI is 84, and Brent oil is 86.9 with an all-time high recently. Local high, we'll call that at 95.6 on Brent oil. So I guess we're not scared of oil at the moment. Palantir's up two percent, despite a super green wick that it just fully retraced. Rocket Lab is up four, ASTS space is up four, Oracle is up four, Google is up four. Um, Adobe's up two and a half, Salesforce is up two and a half, Blackberry is up two, IBM is about to reclaim that 220 level. Microsoft is up two, mags are pretty strong. I I suppose. Loki's up two, Dell is up one and a half, SK Heinex ADR is up two, meta's up one and a half, cloudflare's up 1.6, QCom is up two percent. By the way, I saw this. Look at this video. Remember, uh Bubble Boy was talking about the much QCom sucks as a company. I found this video, the QComm robot demo. The first QCom first ever Q Qualcomm robot demo. Watch this, watch, watch, watch.

unknown 9:13

What?

SPEAKER_00 9:14

Bro, look at this. They took the blanket over him. They had it ready to go. Good night, buddy. Pour a bucket of water on that motherfucker. Anyways, that's qual. This is this is the company that every AI lab, SpaceX, OpenAI, everybody is seemingly threatening to build hardware with. And so this brings me back to the Linol, uh Lin Alded take, which is like robots can't even vacuum your fucking house. And so when Andrew Kang says every person in the world is gonna have a humanoid personal in their house in like a year, I'm skeptical. Amazon's up 1.2, Intel's up two and a half, Apple's up 0.6, Red Wire's up four and a half, Marvell is up three, arm is up two, Netflix is flat, Shaw's is up 1.3, and dude, I'm getting ready to just rage quit this this Shaw's coin, but I'm not quite there yet. Tesla's up one, micron 927 up 0.5, NVIDIA is 206, and this is kind of scary, man. You really don't want to see NVIDIA roll over here, doesn't look great. Here's the weekly looks even worse than the three day. Here's the monthly, and that is pretty scary. And Sandic's down one ASML is down 2.5 percent. SpaceX somehow down 2%, 113, and I think the worst of it all is Cerebrus is down 191. Something I mean, something had to have happen, right? With this, here's the ASML um announcement is China starts mass producing homegrown DUV chip making tools in advance for the local chip industry. That feels like a big deal. Tulip King just quoted it and says this trade is probably long eastern semis, short western semis. And so I don't know, is that like why Cerebris is on five percent right now? Maybe, right? Why Cerebrus on five percent on on open? It's disgusting. Cerebrus crushed Intel struggling, short all American chips. Um, I don't know, we'll see what happens with Intel on that. Now, you know what's not struggling, ladies and gentlemen. Yes, brother, yes, yes, yes, yes, Bitcoin 55.4 on BTC, and oh my god. I added pump, by the way. I added 50, I increased my position by 50 the first thing when I woke up before I even drank a coffee at 52. And so my entries are now um like 75 of my position is 1681, and then like the other 25 of it is at 2152. I'm telling you, man, as it relates to crypto, we're not done with stock market. As it relates to crypto, there's just like you're getting higher lows on BTC, every dat has unwinded. You have at least max fear reached on clarity, and so now you can only have flat or optimism. Taylor already sold, by the way, and stocks got destroyed while Bitcoin went up. On chain, you have experimentation happening, you have a new chain, which is the retail trader chain with 27 million funded accounts in Robinhood, and coins ripping over there, and it starts to just feel like you have the ingredients starting to play. Good spot. Um, strategy is up six and a half percent, which also means that stretch is back at 90. And this is because Michael Saylor and Strategy announced that they have increased their USD reserve by 500 million. So, I mean, this just means they sold 500 million Bitcoin, right? That's that's what this means every time. Is that is that what this means? They've sold another 500 million dollars of 525 of like where where where does this come from? No, no, MSTR shares got it. They also did this, they just repurchased 300,000 shares of stretch for 25 million at an average price of 86.52. It's a pretty insignificant amount, but it is going up. Okay, anyways, some of our consumer aims, and then we will go. Well, look at Soxel. Semi-index is getting crushed. Shopify up seven and a half, MSGR up five and a half, Carvana up five, so five up five, coinbase up five, bigma up six, reddit up five. Um, hood, that's up two and a half, but just put in kind of a nasty candle. I'm not sure entirely why. Circle up four, hims is up five, Ferrari's up four, amc is up, fuck AMC is up four. Igv is up three and a half, DraftKings up two, IBKR is up two, stubbub is up three and a half. The this token deserves to be lower than zero. Airbv is up two, Uber is up one, uh half. Actually, Nike is about to lose 40. Look at Nike, man. What happened? That happened to the game I loved, brother. Look at this. What happened? Cultural relevance of Nike is just evaporated to zero. Eli Lily is up 0.27. Okay, I'll tell you this. Um, at the dinner I was at with a mitt, there were a couple undisclosed researchers at some really big funds. And people really like Eli Lily. eBay at 0.3, Roblox done another two. Something's gotta be going on with Roblox, I think. Some weird, weird, weird PA there. And then Visa is up 1.5. It would be deeply, deeply funny if we got the fabled crypto bull run and it was led by like on-chain after it really felt like it was never gonna happen again. Elon's net worth, everyone freaked out by Elon being a trillionaire. Elon's net worth is down 650 billion since June 16th. Imagine $650 billion. Imagine your net worth is down more than the second richest guy is worth in a month. All right, you want a narrative violation of all narrative violations? Look at this. So, like, okay, watch. I I actually disagree with Evans on this. I think Evans is a really smart guy, but I think he's wrong about this tweet. Which is uh when the market is bearish, but Trump can easily set it up or down seven uh seven percent with one tweet, trade a retard. I agree with this. If you look close enough at the charts, you can see the narrative violation and hope for markets ripping based on the ceasefire and taco fading in real time. A whole bunch of trapped capital with decisions to make now. I do not think Trump can send the market up seven percent right now. By the way, this is his true social account. Have you ever scrolled this before? This is his account. Look at this, look at this shit. Trump X Washington, time travel epic. Next, you see this spine. This is what I want to put back into Republicans. Next. Where is John Thune? Next. Like what? No context. Canada, United States, North America, air filter barrier, clean air, clean, clear borders. What? Like, what is this? What who is this person? Meanwhile, China is just like uh dominating us. Oh my god. Oh my god, oh my god. I'm just trying to find a new Ron post. We're only 17 hours old right now. He posts every hour. No, no, he posts every like 20 minutes. What is this? What am I what am I watching? Three of them? This is our oil tanker now. This is our oil tanker now, it's our oil tanker now. No more engines. It's our oil tanker now. It's our oil tanker now, 18 hours old. It's our oil tanker now, 18 hours old. Strike on kark, 18 hours old. Trump 2028, a new era among the stars. 18. We're only 18 hours old. This was all within the same day. I didn't even find the ceasefire announcement. Oh, here it is on Twitter. Can you imagine Ken Griffin trying to run an algo to scrape through Trump's truth social posts because he spends 100k a month on early access to them to find alpha in the market? Trump halts planned Iran strikes. Trump has reportedly ordered the US military to not carry out planned strikes in Iran on Friday, despite having previously approved attack plans according to Axios. Decision came hours after Oman mediated talks resumed over reopening the trade of four moves, which with reports suggesting negotiations have made progress. And so narrative violation, because I do not think controls the ceasefire ability to pump the market 7%. I just don't. I think people are put in spot for the first time in a while on make a make a decision. How much do you believe in this? All right, Iran X US effective ceasefire by what does that even mean? What does effective ceasefire mean? An agreement to stop fighting that actually works in practice, functional agreement versus a real agreement. Nobody even knows anymore. How do you even bet on these markets? People don't even know how to bet on these markets anymore because it's like, what does that even mean? Really quick, we gotta go over a couple war stuff. You know what I have, chat, is extremely graphic videos of Russia and Ukraine. It almost feels like secretly fighting the craziest war you've ever seen in your entire life. And I've seen almost zero coverage on it. I mean, they're secretly having a like World War III. This is like actually like a battlefield. Oh, it's just in a fucking clip. I mean, this is like insane. What this is like it looks like a Call of Duty video. Like, holy fuck, you shooting a drone, it's like an airplane. I mean, are these the drones that are getting shot down? Look at that thing, bro. She had a drone. I mean, bro, war is terrifying. It really is. Because imagine I mean, if you miss, that's what you're shooting at. Southern Ukraine, a burning Russian train dumps flaming fuel from its tank cars after Ukrainian drone strike. Look at this. It's actually like a red dead redemption mission. Like, look at this. Ukraine is now attacking Iran. Blanc attacked an Iranian commercial vessel, killing a sailor, a blatant UN charter violation done at Israel's behest to drag Europe into its war. And so Ukraine attacked Iran, who was giving weapons to Russia and blew up a ship. I refuse to believe that. Dude, I don't know. I don't know. It happened, it happened, it happened. Allegedly, it happened. And so it brings me to this tweet that I'm going to show you as it relates to war. The Houthis said they carried out an attack targeting a number of sensitive topics, uh, targets and related points to the supply and transport of crude oil from eastern Saudi on Telegram. Oh my god. A special, a special official spokesperson for the Yemen Armed Forces on Telegram. By the grace of God, a number of sensitive target targets and points related to the supply and transport of crude oil from eastern Saudi Arabia to Yanbu were targeted by several drones in response to the Saudi enemy's drone incursions into Yemeni airspace. Insane, bro. And so we know the tenure is Trump's ultimate taco. More than oil, more than the stock market. It's the price of the tenure. And this was what made him cut Liberation Day, right? Remember, we did this quite a few segments on this actually. And it reads every time the tenure attempts a breakout, Trump stands down. The last time he forced Netanyahu to shut up and fall in line at the same level it is at now. He's gonna do the same this week. The problem, however, is it is not going away. This is really what I believe to be the case right now. You know, the biggest thing that's happening right now is there's this fight for open source AI, whether or not it will be legal in America, whether or not Trump Admin will step in and outlaw it. What is gonna happen with open source AI? And so this letter, you know, basically like an open letter to the Trump admin about keep, allow, do not ban open source AI has gone extremely popular. Um, NVIDIA really blew this thing up when they came out on Friday with Jensen making his first tweet ever and writing about it. Basically, everybody has backed this letter except for anthropic. And it seems as if this is going to hold up. And Trump admin is not going to ban open source AI. That's what it seems like is gonna happen. It feels like it's one of these like sub 5% outcomes that Chris Camilla talks about, and we need to have a trade for it if it comes. And so all in talked about a little bit what they would do if this moment were to come. And so I'm gonna start with this Jensen clip, and then I want to watch a little bit of all in because it's really good and it's important to set the stage for what is coming to our markets.

SPEAKER_04 21:03

Just because something is closed doesn't necessarily therefore make it safe or secure. It is possible for a model to be uh jailbroken, it's possible for a model to be uh, if you will, stolen. It could be possible that that somehow is leaked from the inside. Um, it's possible that the guardrails or the sandboxes of an AI uh closed AI model wasn't properly engineered, and as a result, um it was able to uh attack uh another company in some way. And so just because something is closed and just because something is proprietary doesn't necessarily make it secure and safe. Now, of course, uh thank thank goodness we have two companies, uh I guess more than that, several companies have built closed AI models. These are extraordinary technology companies and they're doing their best to keep it safe and keep it secure. Um but it it is also the canonical case that single points of failure is where we have the greatest vulnerability. We cannot have single points of failure. As an industry, as a world, we should have distributed, massively distributed self defense. And so, in the case of in the case of the example you just mentioned, Huggy Face thankfully was able to access an open model. And I think they used like GLM 5.2 as my understanding.

SPEAKER_00 21:54

Huggyface is what got exploited by OpenAI.

SPEAKER_04 21:57

Um they they couldn't get a proprietary model. Could not get a closed model to help them figure out what happened. And this is exactly the reason why you want to have open models. Because in that case, they used GLN 5.2 to identify where the vulnerability was, where the penetration was, and would be able to quickly identify them and patch it up. And so this is a perfect example of self-defense that's necessary, is a perfect example of diversity of AI technology being necessary. And it's a perfect example of why open models and open capabilities for self-defense is really important.

SPEAKER_00 22:26

He benefits extraordinarily from it being legal and would get deeply, deeply punished if it was not. Um, because open source, closed source, any source, frontier AI needs GPUs and compute. Now here's Chemouth talking about what would happen to the market if Trump admin bans open source, which I think is a very important discussion.

SPEAKER_01 22:44

There's another important thing here, which is if the United States government intervenes, it will tank the stock market.

SPEAKER_00 22:50

Okay. I'm thinking about what are my longs, da-da-da. He's like, no, no, no, no, stock market done.

SPEAKER_01 22:55

Now you can debate which companies get tanked, and we we can probably play that scenario out. But for example, if they said no more open source, American companies cannot use open source. Okay, let's just take at it from a stock perspective. Let's take an average normal company, Coca-Cola. Hey, Coca-Cola, you're trying to use AI to improve your business. You know what? You can only use these two options, and those things cost 50 to 100 times more than your other best alternative that you may use otherwise. That'll eventually show up in your costs because AI is supposed to be this incredible thing that just kind of solves every problem and does everything for you. And so this incredibly important input into your cost model is now orders of magnitude multiples greater than your competitors that are outside the United States, simply because you're in the United States. It's not being driven by market demand where you're being forced to compete. It's because of regulatory capture where you now get an artificial constraint. But it only works in one market. And so, anyways, all roads lead to market chaos. Love it. Yeah. If anybody gets involved. So we should just not get involved.

SPEAKER_00 24:00

Kind of a scary take. Now, the one thing I'll say is that there's been all this discussion about like speculation. Is Trump admin gonna ban open source AI? And I feel as if there's been no substance articulated from the admin. Like we haven't like seen them talk about it really. We've just seen people say, like, oh my God, what if it happens? Oh my god, what if it happens? This is another take that is insane to me. Okay, another take on the distillation that everybody is freaking out about is SACS. I've never heard this take.

SPEAKER_03 24:27

Fastest growing tech company at scale anthropic in history. They started the year at 10 billion of ARR. They're now over 70 billion of ARR. This is not a company that needs government protection. This is not a company that is under threat from competitors or whether they're Chinese or otherwise. And yet they have been very successful at trying to panic everybody into thinking that they need some sort of government protection. And the tell on this, the way that you know that this whole distillation thing is fake, is because if stopping distillation was their primary objective, Anthropic would push to ban Chinese access.

SPEAKER_00 25:05

I didn't realize what like a a meaningful percentage of Anthropic's revenue is because they allowed Chinese companies to distill Claude.

SPEAKER_03 25:14

To American models, not American access to Chinese models.

SPEAKER_02 25:18

Yes, they could and that is that is achievable. They could block it.

SPEAKER_03 25:21

So they're the ones in the best position to block it. If distillation, if industrial scale distillation is a national security threat, they're the ones who need to stop it because that is the place where distillation occurs. You have to stop it at the source. Once you allow Chinese companies to distill, the horse is out of the barn. Yeah. And the reality is that I think that what's happening here is that in their lust for growth, Anthropic has done a very poor job at stopping distillation.

SPEAKER_00 25:48

I mean, there's I didn't realize they could just stop it.

SPEAKER_03 25:51

Saying that distillation is occurring at industrial scale. Okay, if it's industrial scale, it must be pretty obvious to see. So why aren't you stopping?

SPEAKER_02 26:15

Yeah. So that that's how it occurs.

SPEAKER_03 26:16

But the more, the more industrial scale it is, the more obvious it is to see. And Jamatha has been saying for a while, why don't you KYC your customers? Exactly. Well, they know that if they KYC their customers, it'll slow their growth. So instead, what they're saying is, hey, ban our competitors. Well, that's ridiculous. I mean, they're in the best position to stop the distillation. I think that they're negligent about doing that. Or, I mean, if they really think it's that big a threat, they should use a few points that are 90% gross margins to do that. What you don't do is then say that American developers cannot use everything that's in the public domain. So it seems it seems to me that this debate is all backwards, that the question should be on anthropic to explain why it's doing such a bad job, not on the whole American open source ecosystem to be punished for anthropic's failure.

SPEAKER_00 27:04

They hate anthropic so much, it's insane. I've never, I've never they hate it so much. Okay, the last thing that happened is CXMT is live now, I believe. Um, on CXMT's first trade, check the accounted for 1.14 percent of the Shanghai Stock Exchange trading volume. That's a fucking lot. 234 million in volume. Shanghai Stock Exchange apparently 20.5 billion in volume. And so what does it trade at right now? It's trading at 500 billion. I think the IPO deal closed at 150. 85b. Okay, thank you. Jane Daniel's like a better version of GPT 85 billion on CXMT IPO, and right now it's at 500 B. Oh boy, is like I'm pawn everything I fucking owned to put size into this thing if I had an opportunity to do it. I don't believe that he did because I don't see him tweeting about it, but it was on okay, so they plan an expansion that may more than double monthly wafer output is crazy. They ink a five-year bite dance supply agreement valued over seven billion is crazy. Trump administration split on additional limits for CXMT YMTC. YMTC executive is pushing internally for trillion one IPO valuation target. CXMT saw insurance says CX uh Apple's insurance CC XMT won't be added to US energy list. They're gonna just send D RAM to fucking hate, right? I mean that's just like DRAM just never goes up again. Commodity commodity D RAM is just like finished. CXMT, let's see. Wow, look at this. I was looking on uh hyper liquid. Stocks look bad for one day. Stocks look bad for more than one day, brother. Sorry, but uh stocks look bad for more than one day. That's DRAM. Stocks look bad for more than one day, unfortunately. No wrong. Uh hyper liquid. $250 million of volume. $250 million of volume last 24 hours. It's 90 mil open interest. Wicks on this were nasty, by the way. They carried uh my boy D Nap out on this thing, on this, right? They carried my brother D Nap out. F in the chat for DNA. Hit it F. Pour one out for my boy. Pour one out for my boy. Yeah, F, F, F, F, F. Thank you. Thank you. They carried him out in a bullshit wick. Um, all right, last thing I saw today that was interesting is uh Kamala Harris is reportedly gonna be run by the Democrats again and again. And Marco Rubio, congratulations. You are the 2028 president of the United States of America. Congratulations, Marco Rubio. Congratulations, Marco Rubio. Congratulations. If they run Kamala Harris, it's actually GG. I don't think she can beat Newsom, to be completely honest. I don't know that much about politics, but how is she beating Gavin Newsome? Not happening. I'll see her tomorrow and I'll be gone all the next week. 8 30 a.m. Every day. I'll be streaming and I will catch you and I catch you on CMY show. Have a great rest of your day. I love you, motherfucker.