McKenzie, what else are you watching. >> So that MAG7 trade is splint splintered and the divide really comes down to who's converting AI spend to actual margin. So what I'm watching, let's start with the lagards.Microsoft, Meta, Apple, and Amazon all underperforming the S&P this year. Amazon's in last place at 6%. Meta had its worst day in three years after raising its capex guide.CEO Mark Zuckerberg has poured tens of billions into AI talent, reorged the AI unit four times in six months this calendar year, ...