wyle while we might get upside, energy companies are >>make, what do you make of it leaving the paste past from thes previous conversation and the winners driving the way forward. >> yeah, i think some of the themes that tim was just talking about make a lot of sense here i mean, we've seen a real dichotomy between the names you were just talking about, the a.i. fueled names, some of these high multiple expansion types of stories for the first half of the year, you know, there have been a lot of stocks left behind now, there have been some technical analysts that suggested that that actually is a warning sign for the market that you basically see just sort of a small group of winners and then a much larger group of companies that haven't been doing as well. i would say there's another way to look at that, and that is those names could potentially play catch-up. a lot of them are really not that expensive on a valuation basis. so, the two companies i was taking a look at, similar story in some ways to what tim was talking about in having underperformed this year, general dynamics firs