Tech is capping off a blockbuster 2025 driven by AI infrastructure spending that fueled much of the sector's gains. But with as we head into 2026, the story is shifting from pure growth to execution, competition, and also risk. So for more on this, we're going to bring in Bob O'Donnell.He is a president of technalysis research. Bob, it is great to see you here and we talked about this earlier in the year on stocks and translation. So give us an update.What do you see the AI. what has been the dominant theme ...