Our next guest says the AI trade remains on solid footing and hyperscalers are generating enough cash flow to invest in AI with one hand and return cash to shareholders with the other. Joining us now is Venu Krishna, head of US equity strategy at Barclays. Veno, great to uh to catch up with you.So I guess there's no real doubt that the the Microsofts and Amazons and everybody else certainly have uh the free cash flow, the Metas to do all this at this point. Um, does that speak to whether they're going to be ...