Boneparth: The AI revolution still points to long term growth

All right. So, I think really the weakness we saw in the markets was after that information report on Oracle um not being as profitable as a lot of analysts thought it was going to be maybe even losing some money on Nvidia chips. Does that change the momentum of the AI trade and I guess by default the market in a meaningful way.No, I think you look intermediate term, you look longterm at what's happening here with the AI revolution. It's hard to come up with a reason that you don't experience long-term grow ...