go higher over the course of the next year and I was prepared to build a sizable position if we went back towards 500. Uh but we never did. We just sat there. It's not a huge position for me. It's not as big as Marll or Nvidia, but I'm still in it and it's not as big as crypto. But I mean the revenue jumps 11fold as you go through. We do not see line of sight when supply catches up with demand because the demand trends of larger models, growing context, more concurrency, greater
It's not as big as Marll or Nvidia, but I'm still in it and it's not as big as crypto.