this market lots of disconnects when it comes to stocks and valuations That's both sides like some stocks that are really expensive They should be like why own Apple and Microsoft here when you could own Nvidia at the same multiple And if V is growing earnings expected to grow earnings over the next two years by 50% and sales by 30% annually over the next two years Apple and Microsoft are barely growing and trading at the same multiple you choose what you want I mean, I think one of two things has to happen either Nvidia is gonna take off which we saw on Tuesday and Outperform these guys or Apple Microsoft are gonna come down a lot. Maybe Nvidia kind of stays here, but that that's a disconnect to me And the reason why it's trying to say multiples because they put up Unbelievable earnings second quarter in a row so that confirms it Couple of things that that people are worried about where it's China big exposure to China What's gonna go on politics something that can't control also? (30/35)