Nvidia

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profitability. If you actually look at their business holistically, what that is is a price cut, >> right? Like they now the price cut didn't show up in margins. didn't show up in what they're offering. But a lot of what Nvidia is doing is how can we maintain our margins even if the wide view sort of discounted cash flow expected value holistic view of our company people do discount cash flows but are you actually considering all these pieces right the reality is is that moving stuff off the balance sheet by and large works right and so uh but

But a lot of what Nvidia is doing is how can we maintain our margins even if the wide view sort of discounted cash flow expected value holistic view of our company people do discount cash flows but are you actually considering all these pieces right the reality is is that moving stuff off the balance sheet by and large works right and so uh but

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