Let's talk about the AI story. There's a headline coming through from the ASML, I think is the CFO saying the company's got all the materials it needs for the coming months. have the material beyond that because of potentially the tension between Europe, the United States and China.Does that have the potential to blow up the AI bubble. How nervous are you about what is happening in AI at the moment. No, I think that that's a really good point.As in these materials. I mean, this is part of the whole rare ear ...