julia boorstin back with light street's glen kacher are you investors in this?erest in it >> in reddit >> yeah. >> we're not direct investors in it, no, but certainly interested in the space and the interne category i think reddit is playing a role in ai. and one of those content libraries that's been used >> the kinds of things tha jensen huang is sort of this dawn of a new industrial resolution it sounds like you could buy into that story too and the wa that you will see the runway expanding for a lot of the companies that will have a big part to play >> for sure. we're seeing, you know, cash from operations and earnings surprising by 10%. we are seeing theft continuing for many years to come we are seeing a stock that is, you know, probably going to be close to a dollar over the nex year and a half or two years >> big weightings you have als in the likes of amd and taiwan semi amazon, sales force, broadcom, microsoft, meta. for the other semi stocks, let's just take in amd, taiwan semi, and broadcom, for example, how do you view those relative t nvidia and th