So, remind me again, how did you first meet Adam? You guys worked together? Oh, my God. Adam, when I came to Alger, I had just finished my Ph.D. New, new didly shit about anything. Okay. And my very first... How old were you? I was 28. Okay. Where do you do your PhD? Stanford. Uh, Nassau community. In material science and engineering. So, like, it was like... Right.

And Okay. Where do you do your Ph. Stanford. Oh, Nassau community. In material science and engineering.

So, like, it was like... Right. And, uh, and I sat down. My very first cell-aside meeting was with Adam. Okay. And he was a semiconductor analyst of Bernstein. Okay. And he probably talked most of the time. So he did talk most of the time, but I was like, wow. What a cool, like smart guy.

Yeah.

And we just stayed in touch after that.

Okay.

So we're going to get into how you came to Wall Street and we'll do all that stuff. Oh, okay. All right. I listened to my first time on send me Ernie's call today. Oh, you did. It was very strange, I thought. I'm sure you listened to a million of them, that the analysts asked questions, and then the CFO repeats the question that has been asked for every single question. It's bizarre. I think... I don't know what's happened there because he literally is like, all right, so the question was, I'm like, huh, that's weird. And then he just did it the entire call. So it used to be that there was like actually an audience. And so people would ask in the audience and they were on stage. Oh, that makes sense. That was how it used to be. But you heard the call. Like, I heard the question. Yeah, I don't know. But that's a plausible explanation. Maybe it's a cultural, you know.

I thought it was odd that their deck looks like it was made in the 90s, like their investment deck.

What is that?

I don't know.

Well, I mean, it's, it's only like a trillion dollar company.

So you got to give them some time.

But it looks like it was made on MS DOS.

Like, honestly. Like, I pulled one chart, but it just looks like that hasn't been updated since 1984. How do you listen to conference calls? Do you, like, you dial in, or do you have you discovered quarter yet? Yeah, I have quarter, but we use something called Era. Ah, okay. And so it's similar to quarter. You basically go through and you just click, click through into a call.

It makes it really easy. So we're investors in quarter, but also like power users. I'm obsessed

with it. I don't know how I ever used to, because I like seeing the words get illuminated as

they're being spoken. Yeah. So you're reading it and hearing it at the same time, and I feel like

it sinks in better. So it's interesting. I talked to one of your sales guys from quarter and told them that I think I forget exactly what the pricing was, but Era was giving us better pricing. Okay. I know some people there. Yeah. I think they actually use quarter on the back end. Oh, really? Yeah, you should. White labeling it. Okay. All right. How many, how many calls? Yeah, please. Yes. How many calls are you listening to, uh, each quarter? Like, do you have, do you have like people listening for you on some or do you get to everything yourself um no i have we have a team right um

and yeah so we have a team that um that listens to everything and then selectively we'll

you know i'll go through and and listen to certain calls okay what are the ones that you personally

won't miss?

Oh, I mean, definitively, the hyperscalers.

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