How Meet Kevin’s view on $NVDA changed

You heard it from Nvidia directly. It's like dude we'd be at a we'd be at a double if it weren't for the constraints. So their constraint so like literally if we're at 100%. And we're like we're going to slow down to the tune of 30%. we would literally be at where constraints are for Nvidia.

They've got they're purposely going exclusive with Nvidia so they could get more chip allocation especially for orbital compute blah blah blah.

And that just reiterates to me, man, Nvidia feels cheap. And I've been complaining about Nvidia feeling chip uh cheap under the 227 line for what I feel like is months now.