Fruzzetti: You have to be disciplined around valuation heading into the end of the year

I want to get to your word of the day. Your word of the day is discipline. What are you being disciplined about.Isn't this the day just to put money in mega cap tech. I mean, we're seeing the capex go up. We're seeing Nvidia making deals.Why aren't we just jumping back into tech today. >> Just for that reason. I think you have to be disciplined around valuation as we, you know, head into the end of the year.And I think that, you know, fundamentals still matter to some degree, but I understand the momentum. ...