Is Wall Street's hottest trade starting to cool?

All right, Goldman Sachs is sounding a little more cautious on the hot AI trade. A new uh new note out today in large part citing valuations. This is the investment bank gears up for the big the start of its big annual communicopia tech and media conference next week.I'll be out. I'm so psyched. Uh Goldman Sachs's Eric Sherman is here with me now.Eric, always nice to get some time with you. I want to go into this AI note your team put your teams put out. Um but you know, off a jobs report, let's just start ...