Wall Street Hates September: Ameriprise’s Saglimbene

I used the phrase concentration risk. Anthony But there's two types of concentration risk. There's invidious weighting in key benchmark index is right, and then there is the concentration risk of where invidious drive sales.The hyperscalers which came up in the print last week of those two, which is the market most nervous about right now. I you know, I would say, you know, I think it's the latter. I think revenue risk, when you heard in video report and you kind of and I think he has highlighted it very we ...