 You mentioned information technology. We were talking about NVIDIA, kind of recent rough road that it's been on. Something that's always of endless curiosity to me is when that enthusiasm for AI moves to smaller companies in the space and we see kind of secondary and tertiary effects of that. Are you seeing that when you make those recommendations? Are you suggesting any of that money go into other AI companies or are you really kind of making a more, counseling a more defensive play?