to find the the best traits uh to express the bullishness that I just laid out. Uh we're obviously also going to discuss uh the allocation strategy between semiconductors and this soft dollar sleeve where you have gold uh bitcoin and you name it. And uh to me it's been a bit of a surprise to see uh the crypto sleeve outperform precious metals to the extent that we've seen. Um it goes against the sort of machinelearned observations that we've
Uh we're obviously also going to discuss uh the allocation strategy between semiconductors and this soft dollar sleeve where you have gold uh bitcoin and you name it.