text:  So the market is barely up on the year if you remove the top four earners. We bought NVIDIA. What? We bought NVIDIA. You bought it? You're smarter than I am. So just to be clear, the stock market is famously called a market of stocks. It's increasingly a handful of stocks that are driving the entire index. So if you're not owning those four stocks, you're actually not doing very well this year. Yes, sir.