 Yeah, meta platforms and Apple both at intraday all-time highs reaching new records. Today, I want to bring in Jeff Klingenholfer, co-head of investments over at Thornburg Investment Management. Jeff, what do you make of that? Are you concerned that there is such a high concentration of a small number of stocks that are mega cap tech stocks that are responsible for so much of the gains that we've seen in the last two years?