some crazy near-term peak and then and then collapsed back to long-term norms. >> Um, and I'm curious how that has all investors worried. >> Yeah. Uh so you know a lot of people made a lot of money in Micron and Skhinx and companies like this but everyone feels like ah these you know on the long term like compute's a commodity and uh it will not represent a quarter or fifth of the entire market capitalization of the world and and so they're scared and that's the setup. Um everyone acknowledges that like there's a huge shortage but everyone sort of feels like
Uh so you know a lot of people made a lot of money in Micron and Skhinx and companies like this but everyone feels like ah these you know on the long term like compute's a commodity and uh it will not represent a quarter or fifth of the entire market capitalization of the world and and so they're scared and that's the setup.