With respect to investors have short memories because Matter told us in the prior quarter that capital expenditures would be higher in the next fiscal year. They used a different language this time around, which was notably larger in fiscal 26 and 25. But maybe it's what they didn't say.They didn't tell us what top line or bottom line growth directly from investments looks like. What's your read. Well, actually, for less, the investments look more riskier than they are for Microsoft or Amazon.We do have the ...

Should you continue to lean into this record run in tech. Let's ask Alers's Encore Crawford. Al, it's nice to see you today, Encore.When we're looking at this massive runup, do you feel like there is still some fuel in the tank. >> I do. And in part because if you look at the demand for AI and the token demand and you can track how much intelligence is is being pulled from from AI using these tokens.Um, you know, token growth on a month-over-month basis is up 50%. Google recently talked about how their toke ...