"I think our biggest win was getting back into Nvidia. Being dextrous. [We] sold it in the high two hundreds, we bought it back in the mid-one hundreds. Now it's going back to the high two hundreds.
That's about as good as you're ever going to get. That's the best I've ever been other than my hedge fund. And people should respect the fact that Nvidia is still going higher. There's a reacceleration of the data center, simulation chips are doing unbelievable.
The chips are needed for autonomous driving. Amazing. But it's the inference chips that he's come up with...remember what he told me is that soon we'll be able to use chips to be able to create our own party where we can create simulations that talk about things that we care about,"
