on the top and bottom line for their second quarter earnings report. Investors may be trying to understand where this slide comes from despite all the hype around AI.
In terms of why Nvidia shares have been sliding, despite a positive Q2 performance, Tusk says:"Really it's sort of I think speaks to a slightly broader concern, which is at the back of investors minds. They're starting to wonder like, 'hey, are we over inflating this? Is it going too far?' Because they couldn't have really done any better than they did. It's unreasonable. Like 'it's your fault.' It's not their fault.
And like, I understand that like it sounds cool to be investing in a I, but ultimately, like my job is to return capital in my LP S. And if I've, if I'm investing in wildly inflated values, I can't do that.Venture side is a little bit of what we're seeing in the market today with the video Let's go to that Open A I valuation the company and reports that the company is closing in on a new funding round that could value the company at $100 billion.
So therefore, it is worth it to us, regardless of whether or not the $100 billion valuation becomes worth 50 or 150 or whatever it is, if that's the point.Because we think this is a great investment and we think it's going to a trillion.GP T is certainly a cool, impressive piece of software.If if that would be the strategic argument, right, they don't want chad GP T to take their lunch.
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