More importantly, a look ahead into 2026 with Matt Kattner over at HSBC writing. The big concern with regard to that big AA trade is when CapEx starts to drop. Worries about higher tech debt.Outlook for productivity gains or monetization potential potential just too long term to matter for the near term. Max joins us right now to talk a little bit more about that. And Max, we talk about investor sentiment.Investor sentiment has gotten a big boost over the past few months because of the sustainability of tha ...