Nvidia: A Look at the Future of AI

We are looking for those plays that have not only the vision from management team point of view and broad distribution, but also proprietary data and AI expertise. So we're just pivoting to another set of plays that most people have not discovered yet. Nvidia has become a check the box stock. That's why the valuation is where it is. It seems relatively limited overall AI focus names that you have. Am I missing something? Or are you really just deciding that there are going to be a few key names in your back?