How are the valuations of some of your major investments, like Nvidia and Broadcom, Meta, Tesla?

Yeah, so first thing on the bubble, which I'm sure we'll talk about more, I don't think there's the bubble.

I think there might be lots of different bubbles somewhere.

And yes, some of them will pop.

And in other places, there are great companies building really, really solid foundations.

In the public markets, for some of the companies that I talked about before in our portfolio, NVIDIA, Broadcom, TSMC, for example, at the infrastructure layer, Some of the software companies too.

I'd say the valuations are healthy, but they're no way near bubble valuations.

Are there any companies that are not on our radar screen, some of your major holdings, that you're very excited about?