For more uh reaction, let's bring in DA Davidson, managing director and director of research, Gil Lauria. Gil, great to have you with us. >> Thanks for having me.>> It it seems like every partnership um gets applauded by the markets. I mean, Nvidia basically hands over a check or or chips to Open AI and and that gets rewarded. Oracle gets rewarded.At what point should we actually scrutinize what this means for each company. >> Well, right now, and you've had a great conversation so far. Let me put it togeth ...