Can you talk a little bit about, you know, a few of those just briefly in terms of kinda your thoughts, uh, in terms of the AI infrastructure, which I think Corning and GE Vernova play into that, but also American Express and Costco, which aren't, I mean, directly related to that.

Right.

I mean, the Corning is, it's really interesting.

That was our, [chuckles] it was our biggest holding back in the nineteen nineties, um, because it was the backbone of the...

You know, optical fiber was the heart of the internet revolution thirty years ago, and now it's the backbone of the AI revolution.

It's a...

The company is really, really amazing.

All right, speaking of valuation, John asks about your thematic process and wants to know how you avoid overpaying for a theme.