Joining us now is Rothschild and Redburn's Alex Hazel. He holds Wall Street's loan cell rating on the name. In fact, since his call back in September, Oracle has fallen 35%.So, round of applause, Alex. Welcome. Um, what why are they being differentiated or are they being differentiated for their heavy capex plans.>> Uh, thanks for having me on the show. I think there really two building blocks and the first one really applies also to other hyperscalers like these large scale GPU deployments overall generate ...