 Sounds like there's a column in there somewhere, Nir. I hope so. Okay. Nir's also an opinion, a Bloomberg opinion columnist, so look for a column there. I'm not his editor, though, I should note. Hey, Jeff, Nir was talking about diversification, and I do want to get to a couple of your stock picks in the last couple of minutes that we have with you. You argue Broadcom AVGO is a place to go, up 53% so far this year. And then outside of the U.S., even though Nir said some of the markets have stunk outside of the U.S., Orange and Vodafone Group are two of your picks. Make your case.