sensitive, like whatever you call it, like hot button topic, but I don't really see any gray in terms of the direction that we have to go. >> So, let's say I'm an investor. I'm looking at the entire public markets, and I'm saying to myself, all right, there's a lot here to unpack. I've got the mag seven, I've got the infrastructure, I've got all the data centers, I've got memory, I've got, you know, pure play AI. How do I think through allocating money? Right? Is it put a certain percentage of my portfolio in AI overall, or these like different
I've got the mag seven, I've got the infrastructure, I've got all the data centers, I've got memory, I've got, you know, pure play AI.