I think markets are certainly kind of you know well priced but I I don't know that it's to the point of exuberance right I do think uh some of the key things that investors and markets are focused on today is number one is inflation moderating given you know fed the confidence to cut rates a couple more times uh number two you know is the global's earnings growth momentum that's really driven by AI you know robotics semiconductors is this strong enough will it continue to offset some of this softness and we ...