Oracle: The Best Day in a Year

All time high today, coming off the best day in a year. Sarat why don't you give me something first on that then? Look, I mean we've owned this since the 40s and it was dead money for a couple of years. They're firing it all cylinders, AI is right there for them. And they're partnering with NVIDIA too. So we like this coverage. Now it's not cheap anymore. But at some point I would just wait for a little pullback before adding.