it's bring in jim tierney. jim, welcome good to have you with us >> great to be on. thank you. >> what do you say here, let's get to the key question and that is whether we're in the middle of a kind of bubble or mania where anything that touches a.i. or can plausibly make a case they're a.i.-related is sort definitionally going to do well? >> we're certainly seeing that today. communication services with meta and alphabet they're all up big and the rest of the market is doing virtually nothing. the question is, will there be a benefit and for microsoft and alphabet to spend billions and billions of dollars, they have tex peckation they're going to be able to sell something? whoever's buying that has the expectation they're going to get productivity out of that and that productivity probably means fewer employees and cost savings, so if that becomes the ultimate outcome which i think it has to be given the market reaction there's going to be much more beneficiaries just than a few directly related stocks >> that's a very interesting and curious part of this let's tal