This is different. This is not the panic buy. This is there's so much capacity going to the AI data center side, which if you think about it coming out of COVID, we didn't have the AI demand that we have today.So, that's in addition and it's incremental to although we did add capacity in certain technology, you know, the strength in the market that we see in AI and it's starting already in the industrial segment. That's taking away from what we typically have done in in automotive and that's going to contin ...

MATT: MAYBE IT IS TIME TO BUY THE DIP. 30 MINUTES UNTIL THE START OF THE CASH TRADE. DANI BURGER IS IN BEVERLY HILLS AT THE MILKEN INSTITUTE CONFERENCE AND JOINED US LATER THIS HOUR. "BLOOMBERG OPEN INTEREST" STARTS NOW. COMING UP, STOCKS EYE FRESH AS EARNINGS ROLL-ON AND A FRAGILE U.S.-IRAN CEASEFIRE HOLD STEADY. APPLE BRANCHES OUT. THE TECH GIANT IS WEIGHING PLANS TO PRODUCE MORE SHIPS IN THE USA OR AT LEAST SAYING THAT GETTING GAMESTOP -- SAYING THAT. GAMESTOP'S BOLD BID DRAWS SERIOUS SKEPTICISM. WITH TH ...