we're starting to get into the point where heat matters. Most great investments begin in discomfort. This is when we start to segue to the consumer agents and into crypto. Um, I basically included this part. So, this is from Howard Marx. Um, and I wanted to show this just because last year when I was writing about inference and talking about Micron, the push back I got was again the discomfort people had. Part of it was
Um, and I wanted to show this just because last year when I was writing about inference and talking about Micron, the push back I got was again the discomfort people had.