Travis Hoium

What are you thinking there with a lot of technology and big companies?

Amazon, obviously one of the biggest companies in the world, I think that has one of the lowest price earnings multiple in the Mag7.

Are you just seeing value in all those areas right now?

Can we just touch on that?

I know you talked about it on yesterday's show.

The numbers are absolutely insane right now.

Revenue growth in the most recent quarter was almost 200%.

Do I have that right, John?

Lou, do you see any different opportunities there in your Final Four?

Well, we don't have an NIL in the market.

I did do my bracket this year, and I picked all one seats because I realized last year that the NIL has...

of ruined it for some of the lower seeds.

They at least have a little bit more exciting businesses.

Do you think that they have lost some of the magic because they've, let's say, lost to Mike Krzyzewski, you know, the founder energy now that they've gone to Andy Jassy?

The one that you didn't mention that surprised me a little bit is NVIDIA, the biggest company in the world.

I believe it's still that title.

The valuation is looking pretty attractive.

Price earnings multiple is 24, still a phenomenal growth company.

But John, you went with Micron instead, arguably a little bit a step down on the value chain of actually building these systems and these chips.

So why Micron instead of a company like NVIDIA?