All right, we're back on the belltech earnings kickoff in just a few weeks. Our next guest says it will be a popcorn moment for AI. Joining me now, Wed Bush's Dan Ives.It's good to see you. I don't think anybody is really surprised to hear you say that given how bullish you've been. Is there a name that you're most bullish about of all the companies that you cover and people are so used to hearing you speak about.Scott, I'd say look about 30% of the deals have been accelerated on the Microsoft side. I think ...