Are Markets Headed for an AI Bubble?

Give us the fundamental underpinnings that gives you confidence that this isn't some tech rack rewritten. So I think what's really interesting is we actually look at the equities landscape a little bit different than everybody else. So everything we do is through a thematic lens or a thesis driven.So we actually carve out the equities landscape into AI, decentralized energy grid tech space. And you guys are talking about a few minutes ago space quantum computing. So when we think about tech or we think abou ...