Aaron Levie

Like, how much further can it go?

Like, how much further can it go?

It's like... Well, that one I'm going to put in a different category because that can just sort of be memed to life.

It's like... Well, that one I'm going to put in a different category because that can just sort of be memed to life.

Yeah.

Yeah.

Well, to be a little bit more fair, I think you have some one-off companies that have done an amazing job capturing the zeitgeist on that.

Well, to be a little bit more fair, I think you have some one-off companies that have done an amazing job capturing the zeitgeist on that.

I think the broad story right now is the sector rotation story.

I think the broad story right now is the sector rotation story.

Hey, this AI thing's happening.

Hey, this AI thing's happening.

Right now, I can get a higher return if I get closer to the semi-stack and where the workloads are going and where the data center build-out is happening.

Right now, I can get a higher return if I get closer to the semi-stack and where the workloads are going and where the data center build-out is happening.

I get less of a return if I'm in software with pure licensing.

I get less of a return if I'm in software with pure licensing.

I think that is probably more of the color of what we're seeing.

I think that is probably more of the color of what we're seeing.

Some of the data center and infra names maybe have been meme-ified also, and so that's kind of helping the case.

Some of the data center and infra names maybe have been meme-ified also, and so that's kind of helping the case.