00:00Part of the issue with NVIDIA is that being sold out more or less through 2027, investors are like, okay,
00:07there's a shortage.
00:08What else could they sell, whether it's in China or others?
00:11And that's obviously a big conversation, not just this week, but in terms of tech.
00:16But my view is physical AI hasn't even come yet.
00:21So with a name like NVIDIA, you can't just look at the next few quarters.
00:24You have to be able to look around the corner next 12, 18, 24 months, which is why we continue
00:31to think, you know, $6 trillion, ultimately $7 trillion mark cap.
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