So I was wondering if you could talk about what the latest is with semis, with semiconductors and where you see the potentially biggest opportunities going forward when it comes to AI.

Yeah, by all means.

And, you know, I'll just maybe anchor off of what Yuri just said.

This question, this inquiry, this topic is a pretty large one, right? And it seems to be at the nucleus of what's happening, not just from a market perspective, but from an economic perspective.

But to your question, Heather, the semiconductor space has been seeing a significant amount of earnings growth, and the demand for compute and intelligence is really at the center of it all.

And this graphic summarizes it pretty well, right, just at a very high level.

What the market is wrestling with, from a bull versus bear perspective, is will AI demand, will the demand for compute, right, will it grow fast enough to absorb, to your point, this build-out that seems to be quite historic? And there's been comparisons of this build-out to the cloud computing that we've seen, to energy, to even electricity.

But I was wondering if you could walk us through that line of reasoning and why you say that.