home. So heating it and driving it was very very much related to energy in one part. It was also related to interest rates. Healthcare doesn't have that. So if you're worried about the AI buildout and the delays, get long the healthcare sector. And that's what you're starting to see is rotation into sectors that do not have cyclicality. Nvidia is still a cyclical company. Micron is still a cyclical company. If there's a delay, if there's an overpurchase of GPUs and we can't get the power, well then at some point Nvidia is not going to sell as many chips because people won't store
It was also related to interest rates.