Seminole Golf Club

I almost feel guilty about it.

No you don’t.

I said almost. Palantir is a five-bagger and I don’t even know what the company does.

I have some Palantir. Got in at 80.

We bought Microstrategy. That one I know what it is.

It’s like Bitcoin but a stock.

Yeah, but it goes up a lot more than Bitcoin, there’s this guy Michael Sawyer he’s always on TV.

Do you have Oracle?

(checks phone) Oracle, Robinhood, Coinbase, Oklo, Reddit, Cloudflare…

What the fuck is Oklo?

I think it’s pronounced Oh-klo, not Ah-klo. Sam Altman from OpenAI is behind it. It’s like nuclear power for AI.

(audible laughter)

I’m serious. My guy wrote a whole email about it when we bought it. Doubled already.

Who’s your guy?

Morgan Stanley. Not my guy, there’s a guy inside at Morgan Stanley making the picks and my guy gets them as a model portfolio. Everything they’re buying goes up, it’s crazy. It’s like thirty or forty stocks.

All tech?

I don’t know, whatever this guy says we just buy it. What’s your advisor doing?

It’s a portfolio but it’s more ETFs and indexes, I guess I own everything. It’s going up but not that fast. And there’s bonds and stuff for safety. We did twenty percent last year, maybe twenty percent the year before.

I don’t know, man, we’re crushing it this year.

I know. My guy says twenty percent is like double what we need, more than enough. But I’m going to ask him why we don’t have Ah-klo.

It’s Oh-klo.

Doesn’t matter, he won’t know what that is. He’s doing like a set-it-and-forget-it thing.

Tell him to buy you Reddit.

He’s always like “You already own Reddit, it’s in the model.” But then I see these stocks go up a hundred percent and I look at how much of it I own and it’s never enough. He tells me imagine it getting cut in half, how much worse that would feel than the benefit of having a ton of something that doubles.

If the market goes up another twenty percent this year we’re gonna do forty. You don’t have the right stocks.

My thing is just more conservative probably.

(laughs) You’re rich. Rich people don’t have to be conservative. Rich people have to get more rich.

Okay Oh-klo, you’re teeing off first. Wind’s coming in.

Yeah, I know. Watch this drive.