 um that have yet to report and that are deeply linked with the theme right so there are there are companies there are mega cap tech companies that are exposed to ai but are still primarily you know ad companies um where ai is kind of the call option on the stock and then there are companies that are that are more deeply levered where their their primary business model is is you know building out the the infrastructure the capex and if if there seems to be an unsustainable spending spree and and really what it comes back to for us is