Adam Leventhal

This is not investment advice, although this one is definitely... If you think it is investment advice and you act on it, if you could please send us a cease and desist, we'd appreciate it.

That's right.

I think that, and this is not a slight on NVIDIA, I think that the valuation is simply too high.

And too much competition, too much, there are too many things.

I mean, we talked about Gemini last year, and I mean, Gemini not trained on NVIDIA GPUs.

I just think that there's just too much out there.

Too many headwinds, ultimately, for them, for that valuation.

I think it's absolutely a going concern in a well-executing business, but

His faith-based startup, yeah.

Yeah.

Yeah.

Or...

Yeah, I was going to go Pierre Lamond, but yeah, Larry Ellison, fine.

Sully this podcast.

All right.

You know, that's a very optimistic prediction.

That's great.

And this is the affirmation tape that you listen to when you're beginning to suffer from deep blue.

This is the, you, Steve Klab, Nick Reed, this is, you put your headset on as you're going to sleep.

We'll see.