Nvidia: The Best Name to Own

Last year, it was a market where you had some rallies, but then we kept on going to new lows. But if you're comfortable in the names that you own, and as long as the stories for why you own them have not really fundamentally changed, that's when you have to convince somebody that the right thing to do is to continue to put money to work in this name. Nvidia is a perfect example; semis were getting crushed last year,. And Nvidia is a big popular name. That was down, you know, 40% at the end of the year last year. Now look at it today, it's 96% this year!