Tech market shows real profitability and demand; debate continues on AI valuations versus fundamentals.

So I think this is, you know, the Michael Bur argument. A lot of people are saying the same thing and we've had this big wash out in tech. Now is this complacency, right? Like are we Are we in the complacency shoulder on some of these tech plays? I think that's the argument that uh is probably the most relevant right now. Like is this complacency? I don't know. Still too early to tell. I do think there are differences. Like all these companies are making money. There's real demand. They can't keep up with demand. They have contracts going years and years into the future.