With Alphabet's record-breaking rally taking a pause and Nvidia bouncing, the two going head-to-head for AI chip partnerships with Nvidia customer Meta reportedly looking to strike a deal with Google. Joining me with his take on the entire AI space, CQG partners portfolio manager Brian Kershman. And Brian, it's great to to have you uh to check in on this take of yours where, you know, I think you've you've guys have believed that pe the market was over excited about the AI opportunity for a while.Now, the m ...