sectors, but like the entire economy now is AI, and so of course you've got to, you know, have it throughout your portfolio? Just like, how are you talking to me about this? >> It's about second, third, fourth derivatives. Like I I continue to believe large cap tech is starting like flex its muscles again. You look like Nvidia is a good example. Like those that continue to sort of you know, defy or that they think it's getting tired, it's not a shiny new object anymore. You could argue that that stock is way cheaper today than it was 6 to 12 months ago, and you still haven't even gone into what's going to
You look like Nvidia is a good example.