Nvidia faces severe downside if data center building halts, as it depends on selling data center chips.

I own AI stocks. I own Nvidia. I own Google. I own Tesla. I own SpaceX.

if if you stop building AI data centers, then what does Nvidia sell their chips to? Who does Nvidia sell their chips to? Who's buying Nvidia, you know, Vera Rubin chips?

If we don't build the data centers on Earth, then Nvidia doesn't sell enough Vera Rubin chips. They they stop selling data center chips and Nvidia struggles. Nvidia is in deep trouble.

Like I'm in Nvidia is my second largest investment after Tesla. If if you stop building data centers, who's the biggest supplier of hardware to data centers in terms of in terms of dollar value? It's Nvidia.

Nvidia, AMD, Micron, like all the memory chip companies, right?

You were starting to invest today. What would your split be between Tesla and SpaceX? If I was starting to invest today, well, right now, just to be clear, my my split is large majority Tesla, then Nvidia, then SpaceX, then Google.

I don't know. I'd have to think about that one. I would probably have more Nvidia than I have now.

And fundamentally, I think if you buy Nvidia, they're like the largest C customer of the memory chip companies. Like if Nvidia succeeds, the memory chip