 that are not tech AI related, that are trading at extreme multiples, I would be using those as a source of funds. But there's nothing in the macro backdrop that suggests you should be negative on meta, right? There's nothing in the macro backdrop right now that suggests the AI CapEx spend is about to fall apart. Maybe that happens at some time in the future. So to be very clear, I think you're looking at those other areas as a place for catch up, but I would not be short the mega cap tech names against them for reasons stated.