Diego Parrilla

And I agree with you.

The way I would put it is, show me the misconception and I'll tell you the bubble and then the bubble.

And that...

Our relationship, that three-leg relationship is somewhat like a non-arbitrage.

There has to be in one way or another.

And I'll give you a more recent example just to maybe, again, to throw some stuff.

So let's look at NVIDIA, right?

And not long, NVIDIA and the DeepSeek event, right?

So...

if we ask ourselves, and again, I'm just in no position of the truth.

I'm just a humble guy making some thoughts, sharing some thoughts.

But to the extent that the question was, is NVIDIA a bubble?

And we go back to the earlier point on time will tell, right?

Is it a game changer thing?

How does the world, whatever.

So,

If we said, okay, what are the beliefs and what are the misconceptions in NVIDIA?

I think NVIDIA valuation has a lot of merit.

There's tons of things that are game changers, perhaps, but there are plenty of other things that were widely accepted beliefs, such as

I'm the only guy who can do this.