Diego Parrilla

I have infinite demand.

I have infinite margins.

There's no competition.

I can do whatever.

You have all these different pillars that build these incredible valuations.

And suddenly, these guys come and say, well, I did this with $5 million.

By the way, you can use your children's computer to do this kind of stuff.

And the

People look at each other and say, but I thought that.

And so the entire, if you're rational about it and you had your thesis, you'd say, okay, these pillars stand.

These pillars do not stand.

And the fair value of NVIDIA is now X. Okay.

And you continue to adjust.

But that misconception and that bubble and that anti-bubble and that relationship is alive.

And I think Soros, again, talks about this idea of the period, the dawn, where the conceptions and misconceptions coexist.

Um, and, and, and it's normal.

It's not like, uh, deep seek came up with something and everybody, boom, a light bulb went on and the entire universe said, uh, now I understand exactly what happened.

And this is the fair value.

It's like, everyone's trying to figure out.

So in that process, you know, things, things move, but I love the concept of black swan.