NVIDIA: A Chip Name That We Own

Brooke: We really like KLA right now is probably our favorite of the names out there. In general with companies like this where there is you know an incredibly attractive secular opportunity and growth rate likely continues to surprise the market on the upside. But because it is a relatively expensive stock you really do have to manage your position sizes. The company like NVIDIA the duration of that growth should stretch for very long periods of time but if you're wrong about that by a little bit the valuation changes dramatically in either sense.