The worst month in June, uh, on record as well.

On record as well.

It just shows you the resilience and, uh, uh, and that speaks to the rotation that's gone on in the market.

Um, all this six, seven, $8 trillion of AI spend forecast that we've all, uh, been told about, that was good news about six months ago.

All of a sudden it's kind of bad news because investors are thinking that's, it's a big spend and, and is it gonna generate the returns that they expect? But the bad news for the hyperscalers has turned good news for the chip makers, and, uh, those stocks have, have, have soared.

And so those spending the trillions, those stock, the share prices down.

Those receiving the trillions, their share prices are up.

Should investors have any real focus on this? Will it matter in any way?