The shares of Nvidia trading higher today. We want to bring in our panel to take a look at Nvidia after last week's GTC conference. Joining us now is Paul Meeks, managing director, Freedom Capital Markets, and Brendan Burke, research director, semiconductor, supply chain, emerging tech, Futurum.Thank you so much for joining us today. Paul, I want to start with you. You say you're only incrementally bullish on Nvidia after GTC.Tell us a little bit more about that viewpoint. So there has been some worry that ...