Jon Quast

And that is why Micron is doing so well.

In fact, it actually pivoted out of the consumer business, and it's going all into these AI chips.

So, yes, this is why NVIDIA has been such a great company.

Its profit margins are just...

incredibly high, historically high, once in a lifetime kind of a profit margin situation.

And it's continuing to be in very high demand.

It's a very strong business.

As NVIDIA continues to perform well, it's good for Micron though as well, right?

So it is inconsistent reasoning on my part to name one and not the other.

Real quick on NVIDIA, because I thought about this for a long time.

And they are the UConn in this bracket.

Constantly, I mean, UConn was great in the 80s, took some time off, great, and then came back and takes time off, and now they're great again.

I do think that, I mean, look, you can't go wrong long-term investing in NVIDIA, but I don't know if I think, based on the growth they've seen the last five years, that again, next five years is going to be the growth story it was.

So again, you could do a lot worse than writing UConn into the brackets, especially this year's bracket, I think.

But inevitably there will be that ebb before it flows again.

That's UConn and that's NVIDIA to me too.

I would have to go with Amazon there.

And seriously, I know that sounds, I don't know, maybe a little bit like a letdown because we all know Amazon, we've all seen Amazon, and Amazon has been so good in the past, but surely it's not now, right?

But no, I think that Amazon still has many good years in front of it.

I believe that the cloud business can continue to get bigger.