joining me now is christina malbon of patient capital management .come back and nice to see you. >> thank you for having me >> as i look at the notes, what jumps out the most is you say big tech like alphabet, amazon, meta, still underpriced by the market. how so? >> we think google is a great example on the surface, google, you say is trading at a market multiple. if you start stripping out the businesses that are losing money, or other modifies, you are playing a below market multiple for the core of google. we are at the very beginning of an ai trend. we know that google has the most publications in ai research. they have put out an updated gemini version that many are touting as as good if not better than chatgtp. longer-term, the longer-term will be n the cloud place and google is well-positioned. when they are underpriced, that is what we mean, in the magnificent seven that an uprising in euphoria yet. >> if you want to take alphabet, part of the rollout of some of the ai related initiatives have been what some have termed an embarrassment. i m