let's bring in matt bryson. good to have you with us. that aren't nvidia that you like. >> i, certainly, like -- i think they have set themselves up as the second nvidia. >> amd? >> yes, mba. because they are working off a lower revenue base. it is easier for them to grow off of that base. i like taiwan semi. they are the supplier to all of the leading chipmakers for ai, so whether you are talking marvel or amd or nvidia, and then lastly, i like micron. one of the concerns around memory right now is, there is too much high-bandwidth memory, or there will be too much high- bandwidth memory. that is the good memory that is used in conjunction with gpus, and if we are going to see this continued demand for i, what you are actually seeing is more and more memory get stacked on the boards. hpm should only grow faster, in my view. >> you brought up a great point, especially as we talk about the competition from cloud flare creating their own in-house chips. tsmc can benefit, all of the smart phone chips from apple, so there is a huge, vast arr