ASML warning about growth. ASML a very key player when it comes to making chips for Nvidia and a whole bunch of other players. What does that say to you about this tech trade that we all I think a lot of people felt was kind of short up yesterday by Nvidia.Yeah, I think you know what we're seeing right now of course we're going to see some short-term eb and flows in terms of what's happening with the supply chain. But by and large u the story remains one driven by artificial intelligence and it's here to st ...

We're going to roll the animation as Nvidia 4 trillion dollar market cap uh which no company's ever done, Jim. Well, look, it's the it's the evolution of hardware. It is if it were just AI, generative AI, that'd be one thing, but it's accelerated computing and people don't give that enough credit.And I I think it's this time is not software time. It's not Exxon's time. It's the it's the it's the idea that we have leader in the world in hardware.Remember, there's a ton of software in Nvidia. Uh, and there's ...

as dishonorable person. Honorable person. You got to change the discourse.I'd be like old Trump. Right. There must be.>> Going to roll the animation. Is Nvidia a $4 trillion market cap which no company has ever done. Jim.>> Well, look, it's the it's the evolution of hardware. It is. If it were just AI generative AI, that'd be one thing.But it's accelerated computing and people don't give that enough credit. And I think it's this time is not software time. It's not Exxon's time.It's the it's the it's the ide ...

RT Abhinav Das (@Abhindas1)Every smart person is getting into hardware, and every smart person is finding out they are not that smart ...