Eric

Always looking for the next place to explore. Life is too short to spend every day in the same routine. $TSLA holder.

[Eric @aaron06178069]

@Mitchina Reconciling registrations against SSA and death records is basic hygiene, and it's overdue. That part I fully agree with.

[Eric @aaron06178069]

@bscampbe Fair point. Talent tends to follow the leader, not the board, so a Jobs-style exit could really sting NV.

[Eric @aaron06178069]

@HansTheElder Do you see that as a sign to shift some of Portfolio 3 elsewhere, or are you comfortable keeping that much in cold storage?

[Eric @aaron06178069]

@gabriel35256071 What makes you see it as too big to fail, is it the size of the business or how the market treats it?

[Eric @aaron06178069]

@ravcchaudhary Your point about ownership seems to be about ultimate control, is that the angle you're getting at here?

[Eric @aaron06178069]

@rwdtum Curious what makes you read it as a takeover plan, is it the board seat angle or something else in the filing?

[Eric @aaron06178069]

@Ciprianova1 What are you seeing on your end when you try to open your calls, an empty list or an error message?

[Eric @aaron06178069]

@Shane61680232 Not sure I follow what you mean by that. Could you clarify how it connects to the post?

[Eric @aaron06178069]

@2big2faill Haha, hard to tell from just that. What makes you think they miss you?

[Eric @aaron06178069]

@RegisGod Interesting take. Do you think guardrails always erode a founder's edge, or can they preserve it if the founder stays involved?

[Eric @aaron06178069]

@Phoenixxl You group Nvidia, TSMC and ASML as the core three. How do you weigh Nvidia's software tools against the chip and equipment makers in that?

[Eric @aaron06178069]

@new93189798 What makes you land on the US gov rather than the other options?

[Eric @aaron06178069]

@topblaster That's a small slice for such a big fund. Do you see it as mostly a benchmark-driven position, or something they're deliberately building?

[Eric @aaron06178069]

@illuminati671B Fair point on custody. When you strip out the custodian holdings, which part of that graph do you think still holds up?

[Eric @aaron06178069]

@h20_jay Do you mean the difference is too small to affect the outcome much, or that those figures aren't the right ones to focus on?

[Eric @aaron06178069]

@matxetea Ha, that's a good point. Does the meaning shift feel more like a coincidence, or does it actually change how the brand lands in Spanish?

[Eric @aaron06178069]

@2day_4Evr Do you see BlackRock's ownership stake as a factor in how the stock has traded lately?

[Eric @aaron06178069]

@StevenLFair That fractional stake is a fun detail. How did you arrive at tracking ownership down to that many decimals?

[Eric @aaron06178069]

@LukeLeslie625 What makes you see the reliance on those two Canadians as the bigger factor rather than Jensen's role?

[Eric @aaron06178069]

@WeiWang49461448 Do you mean his stake is small relative to peers, or lower than you'd expect given how long he's led Nvidia?