So joining me now with where he's putting his money is Paul Christopher, head of global investment strategy over at Wells Fargo Investment Institute. Paul, thank you very much for being here with us. Let's take us, >> please just take us through what exactly you mean when you say that you are out of some of these AI names into other parts of the market, but you still believe in the AI trade.Well, yeah, that's the fundamental premise is that we think there are years left to go as AI and other technology deve ...