Tim Byers

If Musk wants to compete at the most aggressive form factors to make the most aggressive compute, Intel can actually pull this off and have a manufacturing process.

down way under two nanometers, then yeah, that is an interesting partner, and it could really scale up Intel Foundry.

And if Intel Foundry becomes meaningful, billions and billions of dollars of revenue and profit, then suddenly the math on that company looks a little different.

The other, I would say, is ASML, because you cannot get away with building all of this stuff and not having the monopolist

for the most advanced chip-making equipment.

100% it is.

Sold out for the next however many years?

100% it is.

And there really is no...

There's no sense that there is going to be an alternative to ASML, and I don't think Musk is going to build it.

But ASML right now is in a wonderful position for the next five, maybe even 10 years.

Look, I don't think you're going to get unbelievable returns on ASML, but if you or I could get 7%

over 10 years and that was relatively guaranteed in a market as turbulent as this, would you take it?

I would.

I think ASML is interesting.

Well, not all of them, but I think it was probably better than expected.

And I think Datadog is the one that stands out for me.

So that's ticker DDOG.

Rallied over 30% on results for Q1 that were just outstanding, much better than forecasters expected.

Revenue was up