The Relationship Between Real Rates and Big Tech

I love earning seasons. I love listening to the calls, the companies that I may want to buy in an already own. What was crystal clear for me from Microsoft's, Google's, and Facebook's earnings is that while their customers aren't spending as much as what that means, they are spending a ton of CapEx on building out. And so all these trillion dollar companies are raising their CapEx all roads lead to Nvidia. So I think that that comes out at their earnings and they raise that guidance again. You know, Shane, Michael Hartnett, Bank of America, we were talking about rates earlier. He says real rates are too low to pop. What he thinks is