Nvidia

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still have Nvidia as the two biggest. Eli Liy, which I consider an AI name, is a big position, but that's not the AI trade that you guys are looking for. I still own Yes. A AOI. I still own Fluence even though it's fallen about 80%. For those of you who are trading, if you're picking oneoff names in here, the reason I have a bunch of names is because I move my portfolio around based on the things that I provide the biggest opportunity. Even though crypto's had a big rally, if you ask me what has the best riskreward for me over the next year, it is still crypto, not the AI

still have Nvidia as the two biggest.

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