bonawyn, what do you think >> i'm not sure it's going derail us, but it will let us know, those top ten names will be the largest contributors in terms of keeping us buoyed forward. doesn't work for me. color me a bear, but i'm persistent if nothing else i think what you're seeing is those names, it's more of a perceived flight to quality than it is people wanting to invest in growth, which have traditionally been why those names outperformed i'm curious the backdrop, and curious to see how margins have performed over the last quarter, and how they guide going forward. >> yeah, which ones are you focused on, karen? >> i'm focused on microsoft, alphabet, meta, amazon a lot of different things there. we'll see what alphabet -- we'll see the advertising business, right? that's sort of their meat and potatoes but that's a good sense of what's happening in the economy. there's that we got microsoft cloud all three of them -- microsoft, alphabet, and amazon those are going to be really important cloud numbers. we know there's chat gpt valuation in there, but i have no idea what to make of it,