Worried about AI capex spenders outside of Google, says DCLA's Sarat Sethi

Let's bring in Sati, managing partner at DCLA and a CNBC contributor. It's great to see you, Sat. And I I always love to know which side you're taking of this.Is it that you want to see those capex plans raised or you'd maybe prefer a little bit more discipline. >> I would prefer more discipline, but when I look at an Alphabet, which is one of our core holdings, they have so many different um levers to toggle. If you look at, you know, definitely on the Gemini side, but you've got YouTube, you've got cloud, ...