Yeah, Ben’s primary talent seems to be weaving a narrative about how he’s successfully predicted 18 of the last 11 trends to reshape the industry, and to make it sound believable. Nvidia’s executing on all cylinders, and has been for a while (some missteps in the consumer marketing space notwithstanding). I’m still kicking myself a little for not buying some of their stock a year ago when it was obvious even to a simpleton like me that they were very well positioned to capitalize on current trends.