their earnings are still pretty solid. Emerging markets obviously are still solid. Now, yeah, a lot of that's because of South Korea and the incredible growth we're seeing out out of the chip trade, but the reality or the AI memory trade. The reality is this is a global bull market being led by global earnings, not just US large cap. It's not just seven stocks anymore. There are a lot of companies uh that are making money and this earning season's not done. So yeah, I'm aware, you know, things could change a little bit, but it's been a nice start so far. >> You mentioned that the uh consumer is still spending and there is a data point that blew my mind. I actually had to go
Now, yeah, a lot of that's because of South Korea and the incredible growth we're seeing out out of the chip trade, but the reality or the AI memory trade.