Lou Whiteman

But I do think their history has been peaks and then falls, and then peaks and falls.

You give me to 2030, I'm probably going to get, to be honest, it wouldn't shock me if they hit $10 trillion between now and then.

But I do think that, based on our other conversation,

AI spending can't continue to go up through 2030.

There's just not enough money on the planet.

I do think we will be past the peak and maybe the stock will have settled and it's going to be under $10 trillion by then.

Knowing them, they'll have the next big thing, robotics or something like that, and it'll be even higher than $10 trillion by 2033, but I'll take the under on that.

John?

Lou?

I feel like they're more of the slow and steady, although I'm not sure it's slow.

Right.

I don't know, I'd probably slightly favor Nvidia long-term, but I think Alphabet probably has a better chance of being at $10 trillion.

on January 1st, 2030, just because I don't think it's so much a wave.

I can't get there, though.

I'm not going to try and time the market, but we have had an unbelievable run where things have just grown at a rate that isn't normal.

I do think regression to the mean at some point is going to happen.

For all of our sakes, I hope it doesn't happen now in 2030.

I hope they get there next year, for all of our sakes.

But I think I'd probably have to guess that the next five years aren't going to be as amazing as the last and take the under.

They better be public.