us, michael, jim, and tony meantime, the sohn investment conference, of course, underway in full swing in new york city let's get over to kelly evans for more on that she's alongside leslie pickerp, we are sitting here, full sing, music behind us, i don't know that you can hear it, but, leslie, talk about the highlights from the day so far a lot in tech, right >> a lot of tech a lot of internet. a lot of long, kelly few short positions pitched here, which is emblematic of the market >> totally >> came here the last two, three years, chances are, it did not go so well one, i point out that has everyone talking, a lot of buss, the long bet on box. >> moving the shares in a big way today. >> oh, they shot right on up 1 11%. his point was an interesting one. you don't hear it discussed talking about box, and that is an a.i. play, that's artificial intelligence, talking about that as the next interracing in the tech cycle, so you see what happened in the internet in the '90s, mobile at 2008, and now a.i. is the big trend there, and he says box is best positioned to capitalize on that. >> by the way, we interviewed him shortly thereafter and asked what he thought about facebook, a st