michael farr, another michael, called today's market bubbly, but not a bubble. i guess carbonated, but not overflowing. what's your view? >> i guess that's directionally correct, you know, i think we're probably closer to a bubble now than we were i would say a year ago. the question is, will it pop? we've seen a bubble pop in late '21. everything was going up and we're seeing it move, et cetera. we have to scroll and say, what's going on right now? are there real fundamental reasons driving the market? let's go to ai. let's look at nvidia. they are generating massive growth. these are real dollars. these are -- huge companies are buying these chips. there's a whole ecosystem around it so we are seeing a lot of dramatic growth out there. yes, that is driving earnings up. it's driving stock prices up. are we in a bubble? i don't think we're quite there yet, but i think we're definitely getting closer, and i think investors really got to be very careful about what they're buying, you know, if they've got something that's really moved up. start to think about rebal