All right. Remember like a couple days ago, it feels like we were really worried about concentration risk and then we just got all these announcements about data centers and deals between Nvidia and Open AI and AMD and Open AI. Should we still be worried about concentration risk or is AI in this trade so powerful that it's something that well we should keep in mind but just keep investing.over the long run. This is a classic capex cycle and most these capex cycles end poorly with a bare market in some cases ...