The Bearishness of the Market

The big tech free cash flow generators and you referenced a couple of names we own some some alphabet. Google announced yesterday that their AI chip the tensor chip is 1.7 times faster than the NVIDIA chip so I think people have underestimated because they had such a faulty launch of Bard it was kind of a debacle of sorts but I think they're underestimating the amount of AI that they have to compete with chat GBT and the hardware.