Well, with us now is Dan Niles, founder and portfolio manager at Niles Investment Management. Dan, it's great to have you on the show. Welcome.>> Thank you. >> We'll start right there. What do you think of this.>> Well, you have to separate it into pieces. So, if you're asking, what do I think about the stocks of the AI companies. I think they're going to go up a lot for one simple reason.The Fed's cutting rates after being on hold for 9 months. You're going to get another probably three cuts between now an ...