The Sinkhole Analogy

The KRE is blowing up to new lows. The big gets bigger, the regional banks and all of those regions get weaker. Why wouldn't the surface cave in all at once? I mean, if you have seven names, magma plus Nvidia AI, guys said AI like 50 times on this conference call. And Netflix is like, that's 90% of the S&P's return. It was the worst year since 1937. With, like you said, I love it. Your three letter and four letter casino chips.