Joining us here at Post 9 this morning is Muhammad Alerian, of course, Alians is chief economic adviser. Em, it's great to have you back on set. Good to see you.>> Thanks for having me, Colin. I >> I mean, first, it's just remarkable the disparity between what we're seeing in AI related names and those companies that that don't have that advantage right now. >> And it's understandable.Um, as you know, I think AI is a major transformational general purpose technology. It's like electricity. It's going to cha ...