Curious as to why Scienjoy is pivoting from livestreaming to AI digital humans. Is there a strategic reason, for the move? Or are they just riding the wave of the latest fad?

Mark Hake During the factory tour, what did management say about their plans to scale production and meet growing demand — especially internationally — and what risks did they identify that might impact those plans?

Agreed. As long as the penalties for getting caught are insignificant compared to the money that can be made for committing the fraud, nothing will change. It's a simple risk/reward ratio.

Buying since $30 takes some patience. Do you feel the fundamentals today are stronger than when you first started buying? Curious what indicators you’re watching.

Interesting article...but pretty sure Applovin is already in the index.

Given the macro headwinds many retailers face right now, how much do you think the performance of Shoe Carnival, Inc. depends on its rebranding/“one‑banner” strategy (Shoe Station) versus broader consumer‑spending trends? If consumer demand remains weak, can the rebrand alone sustain growth — or is a macro rebound essential?

Good read. So is Nvidia all in on AI now? I remember when they were just a company that made graphics cards. At this rate, they'll be the next Tesla.

There is a reason why EIA nations need a 90 day supply. A 3 month government shut down gets us to JP being out of the Fed in May 2026. Bullish

Enjoy your time off, and Thank You.

Good question… I think it will be.

Lots of obvious upside, any serious caveats we should be aware of?