For more on the big takeaways from Mega Cap tech earnings, let's bring in Madrona managing director Matt Mwane. Matt, good to see you. We got a we got an overall look that we can show you of this tech earnings and the AI story.Uh looking at the the capex that's out there and the degree to which they're going to be able to to prove that it's worth it, at least what they've shown so far. So, we'll put that up in a moment. There it is.It's uh it's up on the wall. What was your impression of meta earnings in pa ...