Nah listen HE said 10%. That was his number. That’s so insanely bullish because it means he is headed to a 10% allocation over the next 24 months, or else his portfolio doesn’t match his analysis

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yeah i understood... i was questioning your presumtion that this thing thinks at all.

Oh he does think, it’s just hard to grasp that the thing you’ve valued so successfully your whole life is about to be totally disrupted