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This is Scott Becker with the Becker Business and the Becker Private Equity Podcast. We come to you daily with Rapid business Briefing, quick authoritative takes on what's going on in the world of business and private equity. Thank you for listening. Today's discussion is what do Nvidia and Carvana have in common? So here's the issue. Both Nvidia and Carvana, they've both been up a lot the last year or two. But what they really have in common is something that's catching the eye periodically of short sellers and people that are negative on some companies. Again, a short seller is somebody that bets that the company is going to go down. So two big short sellers, famous short sellers Jim Channels and Michael Burry, have recently been on the hide of Nvidia and he here's what Nvidia and Carvana have in in in common or in trouble and we'll see how this all plays out. I I don't have a a long term opinion on where this is going with Nvidia or Carvana for that matter, but Nvidia is being talked about and released a memo this weekend arguing that this isn't a problem, that essentially it's doing a lot of what is for all practical purposes customer financing or customer investing to get those customers to lock in to doing lots of business with Nvidia. And this can be trouble because sometimes you end up in a situation where the seller of services investments customers or offers financing that those customers might not otherwise buy from the seller but for those efforts. And why is this similar to Carvana? Carvana has had rapid growth in their sales of cars, but they've also had this rapid escalation of concerns about the credit quality of people that are buying cars from them. And many of those cars are sold with financing coming through Carvana. And so the concept is Carvana, both companies are trying to make it super easy for their customers to buy from them. And this raises the question on Wall street, are they inflating sales by making it super easy for customers to buy through special financing deals or in the case of Nvidia, through investing in their customers and otherwise a couple short sellers view this as really problematic. At Nvidia, I'm not sure what the long term will hold. Certainly it's very hard to bet against Nvidia at this point in time, but I do think it's an absolutely fascinating issue to see this concern that you've got the circular and really trying to help customers buy by offering them special financing or investing in them and where that's sustainable or not. Thank you for listening to the Becker business and the Vector Private Equity podcast. This is your source for efficient business briefings every day, three to four episodes today. Thank you for listening.