Joining us this morning is Jeremiah Buckley, portfolio manager at Janice Henderson. Top holdings include Nvidia, Microsoft, Alphabet, Apple, and Amazon. Jeremiah, it's great to see.I wonder what you make of our conversation given the such strong headwinds and tailwinds, technology versus the the macro we were just discussing. >> Yeah, good morning, Carl. Yeah, we're still optimistic on the market.If we look at, you know, the S&P 500 up 16% so far this year, but earnings are up 13%. I think we've seen more i ...