llw lazard ceo, peter orszag, wi join us. results are making waves across industries. now, t rowe price portfolio manager. is there anything you don't like? you like nvidia and marvel and the list goes on and on, tony. is the promise here yet? it's faster than people thought. it does seem to be branching out and spreading to not just nvidia and building out ai, but to the applications for ai. is it starting? >> yeah, i think that's exactly right. you know, for the first couple of years of post chatgpt, a lot of the benefit to the simi conductor stocks, and we are starting to see inflecktions in various software companies where we are seeing traction among the ai products, so i think the last earnings season, we saw service now, for example, palantir, axy yawn, global, and perhaps this being an industrial activity increaser. >> still, nvidia is going to be there no matter how much it spreads out. what about marvell? >> yeah, i like that company long-term. right now they are gaining a lot of traction in their custom chip produc