 Having said that, Tesla reports next week, Alphabet reports next week. So if we get, I'm thinking about Alphabet in particular, some upbeat numbers from Alphabet. Do you rethink kind of that big tech story? Because I feel like just when everybody says we're done with big tech, all of a sudden something happens and we all go roaring or you see investors moving a lot of money back into the sector. So I don't know. How do you balance that?