The market has some feel of Euphoria, not at all like the 1990s. When large companies like META go up 20% and ARM up 60% on earnings reports there is some clear exuberance. BMR, a company we know well, went from $2.15 to $35 in a day, they have video technology that shrinks the size of the storage. An interesting concept but it has not caught on with just $3 million in revenue.

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