Rory Driscoll

The bad feelings last for a day.

The $5 billion lasts forever.

I worry this is the next final act.

At some point, NVIDIA puts will be a great buy because every semiconductor cycle for the last 40 years has ended up in a massive downswing.

I ain't buying them today.

Most of the time, we sit around here waiting, reading, and thinking.

And I thought, hmm, that's a real investor.

SAS is not dead and now SAS has an army.

I thought it was a great outcome for the company.

Obviously, everyone who's on this pod has probably heard all the thread.

First of all, you have the great outcome people.

Then you have the people sneering, saying, oh, that's a disappointment from where they were.

Then you have the counterparts saying, grow up, kids.

Anyone who builds something from nothing to $5 billion, it's a great outcome.

Shut the up.

Which, by the way, I think is the right outcome.

So let's assume everyone's already caught up on that so we can kind of engage from there.

Going back to the first thing, I think it was a great outcome.

You built something from nothing to a $5 billion outcome before you're 30.

Heroic result.