All right, give us your top investment idea for Q4. >> It's Oracle. >> All right, it's a stock that's certainly been in the news.Give us the thesis. We've seen the stock have a big run up, especially after earnings. We saw those incredible uh RPO numbers that really wow the entire street.What's the thesis for this company going forward. >> Well, I I think it's leadership and and that's an important catalyst for us at at Laugher Tangler. I mean, the new co-CEOs and David Faber did a great job in his intervie ...