Are You Bullish on NVIDIA?

I think that really none of us have our arms around how big this AI opportunity's gonna be, I think it's gonna add trillions of dollars of economic value in the years ahead. Do you see AMD or Intel benefiting this one? Yeah, AMD's definitely got the ability to sell GPU capacity, but they also have Xilinx, which is where you can deploy models for Inferencing,. and I think that's a good opportunity for them as well. Are you bullish on NVIDIA? Is that, you know, in? It's a big position for us, it's certainly had a great move here, year to date.