It has really been this AI optimism fueling the stock market's meteoric rise. Are you seeing signs of danger. >> Well, I think what Jim is saying like if you're getting too much debt issuance to finance to spending and the revenues are not meeting the expectations.I think that's where the collision could be in the markets. And so to his point like you're getting a narrow group of winners within the AI trade that maybe be meeting the expectations but several others cannot. And I think this is the tension is ...

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