So let's talk about some names that you like in the global tech space and why you like them and kind of, I guess, what your outlook is on those names for the next three to six months.

Yeah, sure.

So on the top of our list, and we've been pitching this name pretty hard throughout this whole year, is Marvell.

And I like Marvell for a few reasons, Eddie.

One, it's kind of contrarian.

If you look at sell side, if you look at just a buy side sample, what names they like on the AI trade, Marvell rarely pops up.

And the reason is because people are still skeptical when they compare them to their bigger sister, which is Avago or Broadcom.

So I'd love to get some take on that.

So,

okay.

So, you know, we...

I think... a few things that is going on in this space.

One is NVIDIA.

And I want to mention this because it's so critical to our thesis, our better thesis on memory right now, because it introduces new layers of uncertainty.

So NVIDIA up until last quarter, didn't really care about memory.

Just refresh everybody with what you kind of figured out there.