It's time now for the 360 round. For that, let's bring in our panel to discuss some of the chip stocks and the recent performance we've seen in the semiconductor space. Joining us to have this conversation today, Kim Forest, the founder and chief investment officer at Bokeh Capital Partners. And also joining us today, Alexis Brown Roberts, the COO portfolio manager at Alexis Investment Partners.Thank you both for being with us today. you know, of course, on the heels of Taiwan semiis earnings, Kim, I'd like ...