Joining me now to discuss Ashley McNeel, Vista Equity Partners, head of equity capital markets. Welcome back. >> Thank you.>> It's such a good time to have you because there are so many different opinions about this whole AI bubble or not. Um you say that you remain quote responsibly bullish on the market. So what does that mean.Respon like friends don't let friends buy AI stocks at these levels. Like what is that. >> Yeah.No, it means being measured about your approach recognizing that yeah, we're probably ...