How do you see the earnings consensus numbers lining up versus your expectations for Canada and US for the rest of this year and into 2027?

Well, I think it's really a timely question and a great place to start, Dustin, because we are just in the early phases of Q2 earnings season.

And overall, the metrics have been actually quite positive, a high percentage of beats on both revenue and earnings.

So it looks pretty healthy out there on the earnings front.

But of course, that's backwards looking.

I think what's most notable is for our listeners is that stocks are not really responding that positively to these beats.

And that tells me, or that's a sign that there is some concern about the outlook for earnings into the future.

Obviously, everyone knows the Mag7 hyperscaler story, but how do you see the growth versus value play and thematic coming together for the back half of 26 and into 27, given what we had for the first half of 26?