Nvidia

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can come up with. A speculative bubble like the.com bubble where things were trading at 100 PE like Cisco. Obviously with Nvidia trading at 15, we don't have that. a capacity bubble where we're building way too much supply before demand. And again, I'm going to say this again and again. I was at a dinner this week and I I made this point and I will keep saying it. Historically, during the fiat bubbles, the demand was from humans. Humans bought houses.

Obviously with Nvidia trading at 15, we don't have that.

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