00:00 Speaker A
If Nvidia is not going to work after GTC, can we make a bull case for the Mac 7, which is also off its highs?
00:14 Speaker B
I mean it’s got to it’s it’s got to uh, I don’t think Mac 7’s work without Nvidia working. So, and I I like I said before, I I think they’re they’re among the the the the Mac 7 and I think they’re the ones, you know, uh, trading highest off their recent lows. Um, you know, having still have a great story intact, still have great kind of, you know, fundamentals, great recent earnings, great roadmap, like we’ve talked about. So I I think um, I think they’re they’re gonna work if Mac 7 works. Mac 7 have not worked in 2025. So it’s it sort of reminded me of, uh, you know, it’s 2022 more. Uh, this isn’t, this isn’t like a year, you know, the more recent years, 23 and 24 where Mac 7 worked, but a lot of other stocks did not. Uh, this this this year it’s it’s sort of like the Mac 7’s are sort of uh, sucking wind and treading water here. So I I but you know, it’s been several months like that now, um, so I think there’s, you know, hope for hope springs eternal that, you know, this is just like a recent pullback, 10% pullback. It’s healthy. And, uh, you know, the market can catch its breath and move forward, including the Mac 7 names.