So, is Alphabet's rebound a good or bad sign for the rest of the AI trade. Are we seeing any kind of rotation here, do you think, Dan. >> Definitely rotation.I mean, we've been mentioning this. A handful of the Mag 7 have underperformed not only their peers, but also the S&P 500. And you know, the thing about um Alphabet is is really interesting.There's a lot of moving parts there, right. And you know, for those folks, and Karen's going to obviously speak about her thesis that she's had for multiple years, ...