The Fundamentals of the NVIDIA Rally

It sounds like if you've been hearing people say, valuations are stretched, all this kind of stuff, it sounds like you're saying it really hasn't been a fundamentally based move. Fundamentals do matter over 10 years and eventually will catch up to macro realities when the liquidity is no longer there. And that's why you would have seen as you got up to that point today because it was pretty strong,. which is why we're all in the situation at summer right now.