a tailwind for a number of company that stand to benefit from the development of the metaverse aaron rakers is an equity analyst at wells fargo aaron, welcome good to have you with us this is an extraordinary amount of capital spending by a single company. $32 billion in a year. that's really unheard of, almost >> it's a significant amount of capital expenditures, from meta. as we look at it, there was an expectation that they would pull down the capital expenditures from this year to the next year. and we got quite the opposite last night that's positive for a handful of the names that we cover, ariesta, nvidia, amd, and the smaller cap area of pure storage. >> let's dig in on some of those names. because as we said, that money is going somewhere it's not going out into the meta verse. it's going into the real universe so let's go through a couple of those names in a little more gra granularity. why don't you start with nvidia. there's a stock that was one of the great darlings of the past half decade or so, until it wasn't can this kind of spending help it materially? >> i think if you lo