Skeptical About AI Rally: GQG Partners' Kersmanc

Chico. GS Commodities have recently turned significantly underweight tech on concerns of deteriorating fundamentals and a part of what Brody was discussing. I know that we can talk about Microsoft here because there's some exposure in the funds, but the idea that you rely on the neo cloud so it doesn't show up on the balance sheet in the CapEx.What was your sort of reaction to hearing that. Yeah. So I think what it speaks to from a microsoft perspective is sort of that CapEx sort of notion where you don't n ...