Wedbush Securities head of technology research Dan Ies joins us now. Dan, I don't think it's surprising for people to hear you pound the table on on the tech trade. You've been super bullish.Do you not have concerns now about monetary policy, you know, as as the market rethinks the cut for December and and the overall frothiness or valuations around AI. Yeah, look s I mean I get some of the nervousness but I mean I was just in Egypt for three weeks >> and demand to supply for chips are 10 to1 demands increa ...