Zino: Alphabet is the value name here in the group

Why don't we start off with Alphabet. What are your expectations. A lot of people see Alphabet as actually kind of a more reasonably priced if you look to forward PE way to play the AI trade.What are your expectations for the overall earnings report specifically for its cloud business. Yeah. No, so uh as far as Alphabet is concerned, you're right.I mean that's the value name here in the group and uh we you know we do think the setup is pretty nice here for a company. They typically don't provide guidance fo ...