Greg Frankfort is the lead restaurant analyst over at Guggenheim Securities. He's with us now for more color on that conversation. Greg, Kate's report talked a little bit and focused more so on that kind of lower income consumer feeling the pain.Is that going to reverberate through not just McDonald's but other parts of fast food as well. Yeah, it's it's it's clearly been the issue and I I think Chipotle's probably laid it out the clearest that that kind of sub45,000 uh uh 45,000 household income customer h ...

We are on this day, shining light on Palantir, for example, the sort of poster child where the fundamentals live up to what have been deemed nosebleed valuations on nosebleed success stories. But how do you square that with then the potential for a pullback in the equity market more broadly. Well, I think there is just a lot of us through the ASM around anything that's related to A.I. , and I'm old enough to remember the late 1990s and how much enthusiasm there was around any companies that were related to ...