To My Partners: “There was one earnings release that deserves mention. The first quarter results by Nvidia, a semiconductor company were outstanding. Perhaps the best earnings report I have seen since the early days of Apple and the iPhone… I still find the trillion-dollar valuation and the comparison to the iPhone as setting a rather high bar for expectations, especially when the CEO's examples for use of this cutting-edge technology are AT&T and car repair estimates.” 2Q23

Some Like it Hot There is an old joke about a time where Marilyn Monroe supposedly said to Albert Einstein, “if we had children, they...