Dan Caplinger

exposed to the ups and downs of Bitcoin and other cryptocurrency prices.

Whether that continues, yes, there is a competition question.

But I like the way they're run.

I like the approach that they are taking.

By contrast, Palantir, I can't figure out that business.

I can't figure out where it goes.

It has that lack of transparency that just kind of pushes me away.

Coinbase, I may not agree with the product, but I at least understand what they're trying to do with it.

And I think it also answers Lou's philosophical question, because I understood Lou's 100% right.

It is a bizarre thing to think that a single centralized company would be able to take control of an industry that prides itself on decentralization.

But if Coinbase can straddle the fence the other direction and start to get its technology and its insights into the traditional financial system, that I think is probably the way it's going to make as much money or more money bridging the gap as it is serving traditional dedicated cryptocurrency customers.

Yeah, both have gotten so much hype that I'm not enthusiastic about either one.

But I'm going to go with Nvidia because, again, I know where it is coming from.

I think that first mover advantage is going to have a pretty long runway to help foster its growth and continue to get business.

AMD, as always, seemingly throughout its history,

still trying to prove itself as being worthy of the No.

1 spot in an industry, and I just don't think it gets there.

And so, Nvidia would be my pick here.

It's interesting, Travis.

I go the other direction.