I'm trying to be more fashionable. Where do I get a fit like this. Hey, are you Dan Ives. >> Are you Pump.Yeah, what's up, man. >> What do you think the two biggest themes of the AI trade in the second half of the year are going to be. >> I think it's going to be CapEx versus monetization, especially in the second half of the hyperscalers. And I think it's ultimately really going to be chip demand coming out of Korea with the memory players.That continues to be front and center. >> So, you think the AI trad ...