 That seems to be what the market is beginning to discount. We had yields down across the curve in the Friday session. Record highs for both the S&P and the Nasdaq. Curiously, NVIDIA didn't participate in that for some reason. One analyst on the street talking about the possibility that maybe the best of times in terms of the AI trade has been fully priced into this stock. How do you read NVIDIA and the AI theme overall at this point?