Investing in AMD and NVIDIA

NVIDIA and AMD have been clobbered before. It's very difficult to get back in near the bottom, because when they turn, they turn very fast. The conviction is still there, which is why we didn't dump everything for the child of trust. We do believes in Jensen Wong. We do believe in Lisa Sue. And that is honestly the hardest part of investing. Geddi at right means making logical decisions even when they fly in the face of your beliefs.