It's time to spotlight Nvidia. The company down 16% from its high two months ago despite the strong earnings that we saw last week. Shares continue to trade lower.Joining us now, Samuel Kerr, the global head of equity capital markets at Merger Market. Samuel, thank you for taking the time to be with us. You know, my last guest, Don Kaufman, was talking about, you know, reignited concerns over an AI bubble.He thinks they're overblown. You know, I'd love to start with your thoughts on on are we in an AI bubbl ...