Going To Keep Their Customers Happy

This is a company that's just not buttoned up. They're not they just don't do things 100% by the book. This is not a Dell, right? You can be safe with Dell. You can be safe doing business with Dell. You can be safe owning Dell stock. Smci just doesn't do that. They don't seem to care or know how to do things in a way that is going to keep their customers happy. So just be careful with that one in this market. Smci will maybe never be a 10. All right, that's it for now. We'll catch you on Friday's show and next week.

Source

Oh, also our zlv. Our zlv On Friday's show. I said, stay away from it. It looked it looked like a there was some red flags all over the place. And today, fuzzy panda out with a short report. Just by coincidence, stay away from that. I don't, I don't see anything there, like there, it's a pump. It's a giant pump. And you see those pumps get bigger in this market.
That's it for me.

Appreciate that money mark, and everyone should go check out that Friday show that he does. Definitely a lot of alpha and great thoughts shared over there, Godfather, let's go over to you here. Yeah, in essence, the time, I'll just throw out some tickers that are associated with some of the key themes that continue to work in this market. So I touched on coal today. That's specifically thermal coal. You know, don't get confused by a lot of these tickers that that are met coal, which is, of course, for cooking, for for steel manufacturing. But look, the big daddy on thermal is BTU ticker BTU, pardon me, but if you want a small cap name in that segment, that's pure play, thermal, H, N, R, G would be where I go, new tech defense.