>> a lot of semis that don't benefit as much as nvdia , they are up a lot. long-term, you want exposure. semi-cap equipment is up too much. all great business that will benefit but, if i have a 1500 base exposure in my portfolio and five or six names like this, nvdia would not be my first choice to lighten. >> jensen will be on overtime tomorrow. >> speaking of declines day over day, me and him in 25 hours. >> i always remind people, i don't take for granted, people know everything about everybody who come on. you speak to the semi conductor knowledge. >> if you told me 20 years ago that would be adding intel market cap on a one-day basis, i would have laughed in your face. they have done a lot of things right over the last 20 years. i want exposure to the best companies in the first and second year of a 10 year trend. i would rather keep that one and some of the tangentially related once people applying this is from a position of correctly overweight a lot and worried that you could have a correction. the stuff is higher beta. >> you are talking like palant