00:00Sun's NVIDIA bet threatens junior analysts.
00:05Yahoo Finance reported Sun put 66% of his $18 billion U.S.
00:15Portfolio into NVIDIA.
00:18A huge vote for AI infrastructure.
00:22AI can draft the thesis.
00:25Is Sun threatening junior analysts or exposing them?
00:30I'm not sure what you're doing, but I'm not sure we're going to do it.
00:30I'm not sure what you're doing.
00:30.
00:31.
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