RUSH TRANSCRIPT Aied a ░░░░░░░░ san Antonio stocks st ░░░░░░░░ capital investment stocks Tim ░░░░░░░░ us now What your ░░░░░░░░ of aied adjacent For ░░░░░░░░ on Maria s program ░░░░░░░░ April of 2023 and ░░░░░░░░ nvidia up against it ░░░░░░░░ data applications of AI ░░░░░░░░ going to continue to ░░░░░░░░ a much much longer ░░░░░░░░ and be immune to ░░░░░░░░ changes and fort net ░░░░░░░░ another example of that ░░░░░░░░ they have the most ░░░░░░░░ protection of any of ░░░░░░░░ psychoer security companies and ░░░░░░░░ AI applications they will ░░░░░░░░ into their software will ░░░░░░░░ it as well and ░░░░░░░░ ve got two of ░░░░░░░░ biggest applications with longer ░░░░░░░░ and their customers will ░░░░░░░░ to expand the use ░░░░░░░░ that software They re ░░░░░░░░ getting started and I ░░░░░░░░ that s reflected in ░░░░░░░░ amazing numbers of course ░░░░░░░░ came out of palantir ░░░░░░░░ and it s just ░░░░░░░░ what Alex carp has ░░░░░░░░ able to do Liz ░░░░░░░░ He s been here ░░░░░░░░ several years and we ░░░░░░░░ given him that forum ░░░░░░░░ they have appeared to ░░░░░░░░ smartest and best in ░░░░░░░░ even when they were ░░░░░░░░ profitable and they are ░░░░░░░░ now That said are ░░░░░░░░ saying that nvidia is ░░░░░░░░ a solid AI company ░░░░░░░░ AI adjacent and a ░░░░░░░░ Idaho too dangerous to ░░░░░░░░ The chips eventually become ░░░░░░░░ and they re su ░░░░░░░░ competition and deepseek I ░░░░░░░░ with the prior ken ░░░░░░░░ at a timer and ░░░░░░░░ s a lot of ░░░░░░░░ right now but in ░░░░░░░░ long run again companies ░░░░░░░░ palantir and fort net ░░░░░░░░ even companies like Verizon ░░░░░░░░ are going to be ░░░░░░░░ of upgrading the networks ░░░░░░░░ the connectivity between data ░░░░░░░░ that s where the ░░░░░░░░ sustainable returns are going ░░░░░░░░ be for investors and ░░░░░░░░ s how