Lisa Mateo

That's still a good investment.

You are an NVIDIA shareholder.

I think you continue to like the name, right?

So what was your big takeaway from any of the earnings print or the call?

Yeah, I think no one's really talking about the growth in Sovereign, which is just getting started.

So I understand it's a small portion of total revenues.

It was $30 billion last quarter, up 3x year over year, though.

And excluding China, right?

Yes.

Yes.

Excluding China.

I think that's important.

And the company, it's just like when Tesla's Megapack business got started.

It became the fastest growing, most profitable business.

I think we will continue to see these companies expand their reach and more compute is going to be more demand.

I think he made a really interesting comment.

What if or what if when we have 100% autonomous cars, let's call it 50 or even 35 cars that are autonomous, the compute demand is going to be great.

And those data centers in space, while super intriguing intellectually and

capture the imagination, that's not going to happen very quickly.

Nancy Tengler from Laffer Tengler Investments.