the market risk? >> If interest rates go up because the US treasuries have to pay more for people to buy their bonds, then everything else in the economy has a higher cost of borrowing. that has negative implications. If the opposite is true, the AI complex has to pay more and then there's a bunch of negative repercussions narrowly to that to the complex. The problem is we're trying to buy an AI stock. So many roads lead to downside risk more than upside risk. Now, there are versions in which this all works out and everything is off to the races. But my I guess my structural
>> If interest rates go up because the US treasuries have to pay more for people to buy their bonds, then everything else in the economy has a higher cost of borrowing.