joining us now is david rubenstein. david, we will talk about your new episode in just a moment.the earnings of one company? >> it is very rare when that happens, but clearly this one company has an enormous amount of attention, but it is rare. jonathan: d think this market is validated being at all-time highs? or have things gotten a little bit stretched? ? talking about nvidia at the moment? nvidia has really captured everyone's attention with its ability to be a proxy for where artificial intelligence is. people who want to invest in artificial intelligence take advantage of its growth potential and profitability and assume that nvidia is a proxy for that. the moment, we do not have a better proxy for that. reasonable proxies as well, but nvidia is more of a pure ai play than the others. it is very to see a company go up this much. but for right now, it seems to be the flavor of the month on wall street, for sure. jonathan: let's talk about the new episode as well. equity market investors, you may not have participated in the rally, they are unsure of what to do. what was the