thank you. >> david riedel of riedel research, guy in. >> and the stemware. >> related to that yeah >david said he's on the ground there and he sees the risk and clearly the market doesn't see it and i will say this as well i think it was a year and a half or so ago jensen wang made the basis of the existential risk in terms of china and taiwan. that stock has been on a lower left, upper right, but if something were to manifest itself there nvidia probably stands to lose the most. >> there are two mitigating factors that have kept this situation self-contained and most importantly, i think it's been the ai boom i think the kind of excitement around that dynamic has been more of a focus and more of a tailwind than this might be as a headwind and as he mentioned and the fact thatit's in the government sector and until it leaks into the private space or until the chinese regime is able to dictate that these sanctions are in the semi-state owned or however you want to describe it, i think it will be relatively self-contained and the excitement of ai more than offsets the 15% and 27% respe