So what part of last night did you find most compelling?

I mean, clearly it was the raise to next year.

I mean, it was a pretty strong beat and raise in the near term.

People expected that.

But I mean, they're guiding 70% revenue growth for next year.

For some context, I think at least the sell side estimates were up 44% off of a lower base.

So just a massive raise relative to prior expectations.

That's $10 trillion market cap.

What do you think?

Yeah, I don't think it's a question of demand, but I mean, we're looking at things like the memory guys, you know, memory prices are just going through the roof and people are looking at, for example, what percentage of that is going to be taken up by the hyperscale capex and people worry that things like that are going to hit returns and does it slow spending down and all of that.

I think you also have others.

I think OpenAI came out.

There were some rumors that maybe they're looking to push the IPO out and like all of a sudden.

So there's a lot of concerns about peak spending and AI demand and AI return and all of that.

So I think that's part of it.

Yes.