Jay Goldberg is joining us from Seapport Global Securities. Jay, what's the story with Broadcom as far as you're concerned. >> I think uh this is a case of the super intelligent AI god gives and and then takes away.Uh there's a lot of all these stocks are sort of wrapped up in the broader AI trade uh where there's not a lot of room for error. Uh and I think if you look at Broadcom just their their numbers were really good. Quarter was good, outlook was good.Uh the problem is they're just they weren't good e ...