Microsoft's 15-Month High in the Cloud

We just saw 15-month high in Microsoft ahead of these earnings, Tim. It's almost like they dropped some of the spice from the earnings last week when you heard about the pricing on essentially the AI-based office platform at $30. This is a place that I'm not saying that this is necessarily where Microsoft is pulling its multiple. But to the extent that there's a lot of great news priced in here, and this is before we've really seen fall through on some of these presumptions about a 30 buck a month, you know, Office 365.