The people who are worth listening to are the ones who have demonstrated they have a good track record.
Nobody knows what's going to be the best strategy.
Every year the market has cycles like this. Every year, the market has wild optimism and wild pessimism.
It's been a volatile year. But the trend is still up and there's a lot more to go. We're just at the beginning of the revolution. We're trying to identify the elephants of the industry and we're trying to buy the elephants.
It will become the Intel of this industry.