Jon Quast

Apple, I considered for this.

That's one we haven't mentioned in this.

But look, I both believe Apple's going to sell a lot of phones, and I don't know what to get excited about with Apple.

I sort of feel that way with Amazon, too.

I think the retail business is just going to be what it is.

AWS is very strong.

I don't know if they have the AI...

chops or advantages that, say, an alphabet does.

It's less interesting to me, but I'm not going to be surprised if they show up there.

My last one, this is probably more of a four-seed.

It's not really a Cinderella.

It's not really something we can get excited about, but it's not a blue blood.

I went with Rocket Lab too, just like Rocket Lab.

It's so interesting.

Rocket Lab, maybe there's a Gonzaga.

Because in a way, Rocket Lab, it's how did you possibly get to here?

And in a way, it's, wow, look at what the future can be for them.

I don't know if you said how long we're looking out here, but if we are talking about for five years versus one year, it wouldn't surprise me to see Rocket Lab outperform a huge number of companies on this list.

No, it's very inconsistent reasoning.

Because what is good for Micron is good for NVIDIA, quite honestly.