Avsnitt 597 - Är trading dygnet runt framtiden?

0:00Just what is it that you want to do? We want to be free. We want to be free to do what we want to do. And we want to get loaded. And we want to have a good time. And that's what we're going to do. But wait baby, let's go! We're going to have a good time. We're going to have a party. We'll be right back.

0:45Pucketrader sitter och filosoferar och idag är det den 8 september Hur mår du? Hur rik är du? Jag mår bra Kunde varit rikare Bra svaret Du sitter orolig över miljardärskatten? Nej, det är ingen risk Nej, inte än Vi ska väl prata lite valtrades Vad man kan göra, både betting och aktier Vi ska prata lite Jag fortsätter min klarna spaning här You have got some questions about Uetelsat, it's good to be for a while When you're doing bad for a while Yeah, it's still up on the whole It's not But it's up more In the summer In the summer And then we talked about it before I've been asked about Astra The one has been in the same way The one has been in the same way The one has been in the same way But now we're on Open AI's new model som har fått stor påverkan både på aktier, sektorer ja, det är ett vilt race mellan Antropic och OpenAI Först in till börsen Och sen har du lite andra makrospaningar och case du tänkte dra här Kör igång!

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2:49Och sen vill vi ju slå ett slag för deras lilla podcast som heter 4 minuter till Wall Street den är ju perfekt att lyssna på inför USA öppning varje dag, man får en recap av vad som har hänt, de största nyheterna vad som har rört sig för marknaden så att man är ajour med vad som händer när USA-börsen öppnar. Ja men precis, libe det har varit nu, det känns Idag sprutar du ut nyheter och då är det perfekt att kunna få en podcast. Kunna lyssna på vad som händer. Och så har de även TradingView. Vill man kolla valutor, råvaror, aktier, kryptovalutor så är TradingView det absolut bästa verktyget. Och då kan man ju handla genom TradingView via Robomarkets.

3:29Och vill man sätta upp en depå eller bara ha några enkla frågor. Bara ha av sig till Max och Simon på Stockholmskontoret så löser de allt. Stort tack Robomarkets. But remember, investing in your risk is not sure that you will get back your investment capital.

3:47Okay, let's continue my Klana-bevaking. Today, the VD for Flat Capital said, we talked about that they took a part of their capital they have, so they were going to invest in new companies. I stopped them in in Klana instead So now it was nothing to do for VD for Flat Capital So he said up And I as Klana-a-sign I still see That they have nothing Better to invest in than Klana This must be the best In the best They signed up New store Butik They were following The same thing They had a job with Eurobonus Man kunde signa upp på deras Klarna Max-kort. Det skulle hålla på i två veckor. De fick stänga ner det här efter två dagar för de fick så mycket ansökningar.

4:41Jag gissar att Klarna köper poängen av Eurobonus. Det verkar ha varit stor efterfrågan. De lägger till någon avgift på något gratiskort så blir det uppror. Vill man följa en aktie eller bolag, det känns som det händer grejer hela tiden. Aktien har fastnat runt 14 dollar. Vi får se vad det blir. Jag kollade lite på det här med optioner. Sebastian har ju något monsterstort sådant här amerikanskt optionspaket om jag läste rätt så om han skulle få alla de här jag tror det var 14 miljoner aktier eller någonting, då skulle han teckna på 91 dollar och kursen står i 14 han är inte riktigt in the money i sitt optionspaket här nej det kan man inte posta men jag behåller min post får se om det liksom If the stock is completely stuck here, if it's a new thing or if people are in trouble.

5:41But it's a lot. It's interesting to follow both as a owner and from the side. What have you been doing in the stock? What have you been doing for the takes on the week? It's very much. I mentioned Dell for the week. They came in a report. I can't get anything. I want to have a September dip. It hasn't been a bit. It was a bit svag. But not a classic September dip. It's very sector-styrd. It's been a metal, super-stark, software. All that we have to talk about is how the sector goes. We have completely left that a company will be able to perform on their own own Yes, exactly, now is there a big conference conference You are there with your own Then you see all these What's it called?

6:39ABB and Rolls Royce was on a team today Studsvik was out for the week New Scale was up It was up to us It was like All things just do it Then the whole sector is up And then you've been in on Qualcomm Precis, Ike Amazon and became a deal of I think up 10 % I didn't have Qualcomm I bought it in the beginning of the year I bought it I bought it very well I popped off I thought I would want to go in again Just on the open source or edge computing heter det. Alltså on device, att man kan driva AI på hemma liksom, som inte är öppen. Inga LLM-er där allting går till ett datacenter. Jag trodde att det skulle bli en trend.

7:31Det har ju blivit en trend. ja, Qualcomm verkar börja hitta någon nysch där. De ska ju tillverka någon chip tillsammans med Amazon. Ja, men jag är inte med. Nej, men det känns som att Amazon har joinat Nvidia Nvidia is a big tech I have a lot of companies like Nokia It seems like you take your big tech and try to hedge or support and become a big tech and become a big tech in the whole course and ecosystem and Amazon it has not really seen before but it was someone who wrote a big tech in Marvel and did this and now they had a lot of varianter in Qualcomm and like so it it verks to be the new trend that big tech take They invest in their own business and invest in a lot of other companies.

8:19That's not really what we've seen in Sweden. Ericsson has not done so many investing in the future. No, exactly. But in the USA... It's not so much money. I think it's not so. But in the USA is just that the cost of investing... Their signum. Explosionsartad trend the last year. There we've talked about how much happens in the podcast. It's really good when you're a company that's in a stake And then on a long time it's just a swagger Yeah, what's the most positive here with Amazon and Qualcomm Is that this is beyond the ecosystem OpenAI, Oracle, Nvidia Nvidia has already been able to buy their purchase of Hugging Face They bought it for the week They bought Hugging Face and for those who don't know what it is so it's like a GitHub for AI like open source models a lot of data sets I think it's I think it's 200 000 people in the world I think it's how many million people who use it and it's it's the applications it's not the video I've been on before They have been on with hard hardware So they buy Up In stack And it is A signal Nvidia has been fantastic Historically on MSA skin First they were big on the game Then they found crypto And now AI And now It was data center but we call it, we saw it with AI but now it's going to go and try to get in a spot just on this applications for that also there to maybe to get out of their store, they have a lot of store it's been the concentration of kunder that has been maybe baysanas like a piece of paper they haven't got it right the bayss it was fantastic it was the end of Nvidia The report was quite a bit good.

10:36If you had talked about that a company would be worth 5 billion dollars to deliver a report for three years, then you would have looked at it as a small amount of money in your head. So good was the report, but the report has been still. We say a little about the sjuka expectations. Now they came in a report and it was like an action. And the next report was even higher. Or that you don't think that this this is long-siktely and then? Yes, or so is it just that all the people already have already it can also be there are no other people who can size up more in Nvidia but before we go to AIN should you go to the Etelsat Plotter?

11:18Yes, we got a question there I have been a Etelsat since I think I bought my first position for the summer then came a new mission I was with it it was hard to be with it Som svensk i Frankrike Fransmän ska ju alltid göra Allting komplicerat Men så man fick sälja sina rätter Och köpa aktien Så på de här nivåerna har man ju köpt Liksom Tidigare Och sen Den var väl här I början på året Sen började den gå upp Och sen tjurrusade den i samband med SpaceX noteringen Eller lite innan där Nej en månad innan typ so tjurusaren for that it became the space-temat rymdtema slash forsvar, so it could say all right etf of many of forsvarsbolagen, it was very strong in the våras also and so had the Iran-krig and so on, and so on, it's like it's both of them, many of the the other ETFs are space and defense and my explanation to why it's then, why it's then gone down with much more than that, it's like We can just look at other companies like Unibub and these have not gone fantastic.

12:32They also had a... They got a big deal here for the week. Exactly, but they are also less. They may not have the same index. But the whole space has been a big deal with a thousand cuts. It has just gone down every day very long. So now we're back from the year. I think it's up to 10 % on the year. Ja, och det är väl det då. Jag hade ju en take att den skulle hasa i samband med SpaceX-rapporten. Och det gjorde den. Jag valde att behålla mina för jag tror på Space Economy. Idag såg att Porsche köpte in sig en rakettillverkare. Ja, precis. Liknande som SpaceX, att de ska kunna återvinna, såka upp och sen landa igen.

13:17Men det är väl kanske ett tecken i tiden då, att biltillverkarna börjar titta på rymden också. Just europeiska biltillverkare måste ju diversifiera sig verkligen. Mot försvar eller mot rymden då? Precis så. Men så min take där är väl och sen kan vi gå in på hur jag ser på det. Om jag tror på Space Economy så vill jag ju titta på vad finns det liksom vilka bolag kan ha en asymmetrisk uppsida? Det betyder inte att den inte kan gå ner. Självklart kan den det. Men du har en asymmetrisk nedsida istället. No, for it can actually go down 100%. But they have the French state with us. They have the British British as a owner, which took the emission.

14:06And that we have heard 100 times before. Yes, but I probably have to go back to this. And they are with me in the IRIS-program. They are not just with, they are a technical leader in the IRIS-program. So they do, and form Europe's Rymd, this Iris program. They are a technical leader on it, and then they are, what do they call it, hippisat, the Spanish store, they are also with. But the one who is the chef of Iris program, is Eutelsat. And today came a new episode of that they should invest 3 ,3 billion euros, or 3 ,9 billion euros, EU, or? No, I-U-Telsat should do it. I-I-S-programmet. And they expect their intäkter on 10 billion euros on 8 years.

15:03Burssworth is probably 3 billion dollars? Or are they going to invest in the whole? Yeah, but it's this... People talk about their Capex and so they have to take in the money and they have to take in the money and all are sitting and kissing their money. They don't need to take in the money for 2030. Kanske 2030. It's not like they need to take in the money. for if you look at how Leo-satellit and the fact that it is, so it looks like they will make it out of these investments that they will do. These investments are not on a scale, but they are smetade over several years. They took in 1 ,5 billion euros in the emission of the year.

15:43They have overrecented their bonds. So the CapEx and then equity deal, 1 ,5 billion euro. Registered is bond, obligationer and bankfinansiering. And then they say, will they be able to get a bond? So I just said, I don't know, but Frankrike can get a loan? And this is the French state and the UK. It's what it is. They are a guarantee for hotels. They have bought hotels. It's their vehicle for European space economy. so I thought which other companies have it are there anything else that you think can sell better with them in the way and yes there is always a risk that they fucker aktie-gold just as the state always does with SAS fine, I buy it but they took in 1 ,5 billion euros for half an hour so I don't see it here and now It doesn't feel like it And if you go on When do you do it?

16:49You have a view, but the market has a view Do you live here in 10 years?

16:56I'm quite long-sitting I don't see that It takes time I think it's for cheap here I've got the emission on these these there, I agree... This is done, I'm killed a lot Now it's time to be cargo I asked you to get 108 for 4 euro when I did go Well, we don't do anything in back-spegels, trading I mean it's terrible there's an Sinai right about back trading and they um so yeah at the end time

17:38it'sbie So then we know how it looks like it It's when all of them are in When it comes to the index But I want to give a space economy I think about space economy It feels like 100 % It's going to be a lot of money And then I want to have A little bit of a I want to have Bra stater in the back Etc Not to 200x EBITDA Or 100x sales No Then you're a PR-seller With a retail set With other ringbolag So they're billy So that's That's the case Yeah Then we'll follow up About half an hour again Then people are angry Or glad Yeah, exactly Or take a good answer What's that? Or take a good answer So like If you buy four Then we're not in the same trade No It's not so So It's not Yeah Yeah If we go on to open AI They've been on Decis They've been on their IPO They've been on 2 trillion dollars Trillion dollars It's a billion dollars It's a billion dollars But in the helgen came they with their new model Astra They could do very advanced things And today Soft-bjukvarebolagen We have Vitec, Octave Bentley and all of them They're really bad and Oracle, which is one of the best exponents, because they have very big small-contents with OpenAI.

19:15They were up much. Minnesbolagen, many in the AI-sector were gleaned by this. So it feels like it's very much. Ena dagen it's Antropic, ena dagen it's D. It feels like it's very fast in this development. Nvidia Jensen was out and said that this was AGI he has incitament to say that it should be it maybe? Yeah so it happens like that it happens very much here you have to hold the tongue right in your mouth it rires on very much in this, who is first who is first Softbank is another who is very excited about OpenAI I think they've been doing their IPO for next year So they want to wait for Anthropics to see how it goes And then learn how they're going to do their IPO How they're going to make a game when they're going to set a big actor I think that I reacted to that when it comes to the benchmark When you're looking at other models It was a tiger leap It was a huge hop and then so you write that this is AGI had it been for a half year or a year so had it like Nasdaq had been rusated now it's not no I think if you had been a short Nasdaq I had stängt so much I had been on the big snap I was liv now it's no it's little it's a little for a year I talked about AGI as that it's the holy grail I don't know it's not all about that it was a such moment it's hard to say how much PR it is exactly, but it can be a nice to pinpoint this this weekend and now they're going to play more than it was before or before pinpoint that that it's that it's about to be in the future hand, can we constatera då.

21:27Om det här var AGI Oracle gick upp 5%. Och de har ju typ varit uträknade. Men det som är intressant är att om Astra är så här bra SaaS-bolagen har ju studsat rätt mycket. Ja, men precis. Då blir det ju lite problematiskt. Vi vet ju SaaS-döden var... De gick ner mycket innan, så studsar man. Ska man vidare tillbaka till noll eller ska man tillbaka till dyngan igen? And they have gone very well the last month The phone has gone extremely bad So they are not back from zero Exactly So there must be a look at what can Gynnas And so It's probably so it will be This time instead of SaaS-döden That was in January or February Where you cast out all that and then Now you have to understand At example ServiceNow Can help companies with agent and I mentioned the we talked about the U-Path U-Path, exactly and they came down and they came down and it was a listener who emailed in our case our case-up but they have the platform Maestro that they're going to help companies with agents it's interesting because they're in all the way they're not shit they're not on the ball with agents it's actually what they're doing they're working with It's their new product.

22:54Yeah, exactly. So it's interesting. You can hold your eyes on it. I still don't even know. But you can hold your eyes on it. Have you any other AI-exponering? It's like I'm sitting and chatting with a T. Is it coming in a new one? Is it coming in Astro? It's so long it's coming. Man uses it every day. But I've never been... You've come a little bit longer. I've been a lot of models that work with you. Or are trading at you. What are you talking about? No, but many do it. I asked if you did it. I thought you said that I had it. You were starting a Jane Street here. Exactly. I had hoped that I had it.

23:34I use it most as a Google. Yes, a friend. You can ask things. I think if you want to look at a historical comparison, then it's quite nice. So you don't want to Google it. or go into Wikipedia or get a good example of what happened then and so on when you look at the 2nd world's documentaire when you don't have trades I like to jumble with the historical epochs when it comes to the market 70-tall, now we're in 70-tall exactly and apropos of that the rentals are not coming down they're now and the metalls are up Today we are on the bottom high on a little bit of a output. We have electrifying and like that.

24:24So it really goes on. And there can be a question. P-E-tall on the market falls. The report on S &P 500 was quite sick. The winters are very much. So even if the 10-year-old rate is on 4 ,8 % It's not really attractive If you look at the multiples On the market If you look at all the companies I don't look at the S &P 500 Then it's not That it's fantastic If we for example With 2022 When the market began to take up Then the market had 100 times And the market had been 0 Exactly Exactly, in many SaaS-bolag it was 100 times PR or EBITDA. And then you had a 10-year-old when you were 5 years old. Then it was very attractive to hoppa in the bonds.

25:29There we are not really now. It can be so that it is over-winster because of all the AI-cappes. AI Capex. And that's the question. Because then it's like 2000 or 1999. How it was 1999. And Ericsson and them. They didn't look super expensive for them. They were so much money. But the cost was not... Hållable. Is there anything else you want to say? In AI, before we go on? It's going to be spain to see. It looks like that Astra, if Jensen says that this is AGI, it's a big statement. So we'll see if it's it. The market could not have found it. No. If we looked at the election, I've seen a little betting.

26:29One of the biggest rangers in the election was in Liberalerna. I think it was about 6 and 8 times The only one in the game was on the game on the game and after some debates and all the way to be opinionated and campaigned, it was now 1 ,45 on that Liberals came in. So there it has been a lot of svain. And it has been even the betting side on that if the right or the left win. I think it was 2 ,8 on that the left side should win and it could be 5 ,6 on. But it's also like that the media, the more jämn it gets, they love it. It's not even more about writing a vote if it's already done. It's like a football match or whatever else.

27:11So all the people love that it gets jämt. Because then it's not something that it's supposed to write about. Yeah, exactly. And then it's supposed to be jämt also, really. In Sweden it's supposed to be 50-50 every vote. It's supposed to be very jämt. So it looked like it was in juni, it felt very szeny. And so it's often between the election. And then when it comes to the election, there will be some skandal or something that it often kryper ihop. And another bet was just Örebro-partiet. It was he, Alar. He just had a rickstadsröster in Örebro-län. And it was 3 ,25. So, yeah, if you are suging, it's better than it.

27:54If we look at back trading, it's better than it. Now it feels like it's a jämnt to. say, are it 50-50 or not then you should bet on the top of the top of the top and then it was a little bit of other so many votes or bets how many other parties could get it seems like troligtvis will we not get maybe not a new vote but it will be very much stoke after all which will be the best yes, exactly so then maybe you can bet on a so like a constellation to a higher that it will not be the most No, maybe not. It's very difficult for Sosana to build something with the Center, the Partial Party and the Vainter.

28:36Yes, and on the end of the year, Academedia, Tendo, Humana and all of these, who win the highest, so I think they'll get a lot of money. If they don't win, it's more of a bit, so it's like it's all on a little bit there, what's happening. annars så känns det som att om det skulle gå en månad vi har gjort det innan, en månad utan regering så brukar folk påverka det här missförtroende, vad händer på börsen? Nej, det är ingen som bryr sig om man vill ju helst att det ska vara så stabilt som möjligt, sen vem som styr spelar inte jättestor Jag tycker att det spelar piss stor roll så rösta höger för fan!

29:14För dig med miljardärskatten, absolut men börsbolagen, jag tittar mer på bettinggrejerna än att ta några aktietrades Now Jacob Wallenberg and all the business leaders have been out and warned for the rødgrønne røran. I stämmer in with them. It's a very important decision. I'll be honest. Man should really go and røst. On the next topic, it's the framtidens handel on the market. It's like it's a lot of stuff. We talk about Hyperliquid, where it's around. It's a real flow in nacken och baken på Nasdaq i december med sin dyndet runt handel. Jag sitter och kollar hela tiden på bland annat Robinhood innan den vanliga handeln öppnar så får du priser där hos till exempel Robinhood och de har ju även börjat med andra saker, att man kan tokenisera aktier.

30:12Du hade något case här att till slut ska inte vara någon mäklare kvar här att Nasdaqs vd hade varit ute and have been able to do it? No, the old government and the government and the government. It was actually a year ago. He was in a debate that I saw. I don't remember where he was. He speculated that at the end all the company will be tokenized and they will be on a blockchain. It was his in all of a profetia. And that you were a kund of Nasdaq. Istället att alla har kundhus. Om du drar det till sin spets Behöver du några clearinghus då Om allting clearas via Blockchainen Och behöver du Om du har en wallet och kan Connecta till blockkedjan behöver du Var kundhållsmäklarhus I förlängningen.

31:08Det är väldigt långt dit. De ska väl ha en massa andra Mer tjänster. Ja exakt. Och tittar man på Robinhood så är det intressant. Hashtag just in Loveball And kodar ihop en egen nätmäklare Jag tror att det blir någon symbios där Men Det känns som att det kommer hända väldigt mycket här Kommande åren När aktier handlas, hur det handlas Man får gärna önska Det ser folk som klagar hela tiden på det här med likviditet Att den är så dålig och småbolag och så Ja men det känner man ju verkligen Dels kommer det inga nyheter Så det finns liksom ingen handel Det är liksom ingenting som är hett Just nu på nordiska börserna på det sättet whereas in the USA today it really feels like it has to be a newbie and then it's like something must do to get up liquiditeter it seems like robots can't just handle it with each other exactly and it's not a day we don't spread out it for more hours it will not be a good it's just that they can feel the other actors that are being a day yeah it understands but I don't think it will be a way to rattle the cash flow I don't know I don't know That you and I sit three on the night and click on the actual market.

32:19You'll get to the more capital pool. Now I'm talking about when they open 24-7-hand. Then it's going to be a bad liquid. But down the line. It's going to be more that it's international capital. It can fly to a lot of money. It can handle what's going on. It's probably positive. It's probably good. And then it was also a talk about all the Nordic Börses. Oslo, they're Euronext which is not Nasdaq, the one is completely and it's a half-time, they're going to handle it. It's a cold, so it's a cold one, half-time. They hate to handle it. So I don't know if they could have this with me, but Finland, Sweden, Norway, Island has Nasdaq.

32:57Danmark also. What did I say? Finland, Sweden and Danmark have Nasdaq. And then you should have a pair of pairs. So if you do an IPO, then you're not on the Nordic. And it's the most logical thing. And the biggest thing I'm going to follow now With these indexes, then it would be To be able to build instead of OMEX 30 So it's a form of a nordic index And that would be a huge impact On which I'm going to go out In and out of them When it's well set up Yes, exactly And then I think Ska all of them handlas in euro or what will it be? Just now Can you handle in euro So it's probably a such solution It's a common But you can handle it in different It's very logical It's a little We've done it for a long time It's a same It's a lot of our small countries It's a lot of money It's a lot of money It's a lot of money In the hand All the way Crypto is a Föregungare Superbra, vissa Greyer kommer inte funka Och vissa greyer kommer funka Jo men om man tittar på Robin Hood så är det ju Man ser ju vart trenden går Och alla trender börjar i väst Och går österut Förutom matcha, det har gått åt andra hållet Men så det är ju liksom bara Embrace det Och ett annat exempel på det är ju till exempel Arbitrum Som har gått väldigt bra and a part of the explanation is just Robinhood that we talked about.

34:43They have launched Robinhood Chain that is a own blog-based by on their technology and where the activity has been super high and Robinhood Chain has 10 % of the internet and the netto-intäkter back to Arbitrum. And so often it is that some of the crypto-based products will get a payback when they use their services. Exactly, because it is fees when they use it. Hyper Liquid var lite liknande. Arbitrum can handle via vår sponsor Virtune. Där kan man få exponering via sin ISK. Den heter Virtune Arbitrum ETP och den är 100 % fysiskt backad som alla deras andra produkter. Precis. Även om Arbitrum är den som har gått absolut starkast senaste veckan så är Bitcoin i Ethereum fortfarande oftast de självklara utgångspunkterna om man vill investera i krypto.

35:35Vill man investera i krypto via ISK, som du nämnde. Det finns Arbitune-ETP, 100 % fysiskt backande, precis som alla Virtunes-ETPR. Det finns då Staked Ethereum. Då får man en staking-avgift som backas in produktens pris. Och så har de Bitcoin Prime, som är väldigt billig. Ja, och nu har det ju verkligen hänt grejer, eller temperaturen i hela kryptosfären har ju verkligen kommit upp här på slutet. Så jag tycker verkligen man ska spana in de olika kryptovalutorna eller produkterna från Virtune, for it feels like it bubbles here just now from being stendet and when you compare different products can you have with us in Virtunes case that it is 100 % physically back, it is available Coinbase, Cold Storage they are notated with Nasdaq they are Sverige-based so we think that it is a tryggt val absolutely, and you should go in on Virtune.com and read about the different products so you understand what it is you buy and buy Stort tack!

37:06Exactly. And then the market is a bit more than that. But especially in September, it does not mean that the price is not a low price. So it doesn't mean that the price is not a bad price. It's just that the price is not a bad price. But I mean that it doesn't have to go down in September. It's just that it's going to go down and blow a little bit more. But now we're not even going to get into September. so it still exists a chance that it will be a September dip but it was a little bit lower for the week it will be a strong NFP-siff of Friday it's not really good for the narrative that Fed will be able to raise the rent it's just a bit of a Trump's screaming about it to be able to raise the rent so it's still a deal I don't think that Kevin Walsh will be able to raise the rent so much in the middle of the election he has as I mentioned before, also a group that has been able to go through all Fed, look at what they want to look at adder, juster can he fix it a little bit there so that it will be a little bit more but the one is just going to do it there and they have just begun to work what he said in all the way at Jackson Hole was that their first would come in December so So if you want to use a job that will change a lot of things and how they want to look at how they want to do it, then you can see it in a way to do it.

38:41Because I don't see risk-reward for him to do it. Framförallt, a way to do it doesn't play a lot of things. It's the trend that is important. So if he's going to be on hold in six months, it doesn't affect the economy. All right, 0 ,25, or anything, or anything, it doesn't affect anything. So I see just that it's a real theory so what he's going to win on? The end he's going to get to is that Trump is going to get a gal. And so it's going to look like he's going to put it in the way and he's going to put it in the way. So I don't think it. But the market... You can go in on Polymarket and buy it.