so still likes the company, just can't love the stock let's bring in matt bryson who is out with that downgrade on nvidia this morning. matt, i'm so curious nvidia is kind of like the tesla of chips, if you look at the rise over the past 12 months, if you look at the way that people believed in it so, i wonder, is this partly due to your sense that in this infl inflationary market that stocks are more at risk valuation wise or more that within the semi conductor space itself you think there are other good bets that aren't so highly alued >> so, i think it's a little bit of both, though, it is really valuation. when you bring up tesla, that is really the only other name in tech that has a hardware component that trades at a valuation richer than nvidia i struggle looking at semi conductors historically to come up with something else that trades it 65 times my two-year earnings estimate. but, yes, it's not, there is nothing fundamental. it's just the stock it entered october at 200 and now it is 50% higher and so it's how do you justify that move over the last month, what changed and, y