And joining us now is Patrick Moorehead for more insights and strategy. And Pat, we could use more insights. So tell me, uh, Nvidia specifically, it was hit on China headlines in August and September, but it seemed to sort of take off from that.We're talking about all this open AIdriven demand. How much is this AI narrative exposed to China policy headlines. John, I think this is a complete overreaction.Let's take Nvidia as an example. Nvidia zeroed out all revenue for China going forward. They just zeroed ...