Tyler Crowe

But as to John's point, I'm not going to be making any drastic portfolio changes in the next couple of months based on what we're seeing, because to John's point, we could be moving along rather quickly in terms of sentiment.

Coming up after the break, we're going to jump into the mailbag.

Hey, everyone.

Thanks again so much for your questions.

We really appreciate getting all these.

There's actually way more than we'd like to get to.

Hopefully, we can start to whittle those down as our earnings season starts to wind down as well.

But if you do have a question for us, please email us at podcasts at fool.com.

That email is podcasts at fool.com.

Two requests when asking any questions.

Number one, keep it foolish.

And two,

Keep it short enough that we can read it on air.

Today's question comes from Tay Morgello.

It seemed very relevant considering our discussion about the Mag7 earnings earlier today.

Here's the question.

Hi, Fools.

Google, Microsoft, Meta, Apple, Tesla, and others have all made announcements over the last year about how they're creating their own chips so they can lose reliance on NVIDIA.

Part of both the thesis for NVIDIA includes their outstanding margin because their chips are in such high demand.

If all the bigger companies are going to be creating their own chips, is this an existential threat to NVIDIA over the long term?