Joining me now is ProShares global investment strategist Simeon Heyman. Welcome. >> Thanks for having me. >> Um, you're absolutely right there. There's kind of two things going on here. And those who are worried that the market's only up because of an AI bubble should also be aware of the larger soft landing narrative here. There was never a recession. Now rates are coming down. So where what do you think is going on? >> It's it's actually almost that the soft landing is the nearer term thing. The AI thing ...