soconductors in total are way too expensive given the expectations that are built in i hear so many people talk about, well, the industry is not cyclical anymore or it is a lot less cyclical than it was in the past and these are industrial type stocks. that is just notthe case the thing that scares me about invidia and jensen, the qvc is probab q ceo is probably one of the best in america and the stock is up to incredibly high levels.is ceo is probably one of the best in america and the stock is up to incredibly high levels. i'm not a big fan of cryptocurrencies, so from a standpoint of that they are actual currencies. so for me invidia, as much as i love the company and what they are doing in artificial intelligence, that is not a place that i'm investing a lot in i'm actually investing in space augmented reallility which i think will be the best this the next five years. 10 that is kind of more where we