Brent Thill

Yeah, I mean, we have $120 price target to buy.

And, you know, the stock obviously started pretty weak on some of the AI concerns.

But I think what we've seen is they continue to sign the A-list talent in AI.

Meta, Anthropic, they have Microsoft, Google.

They are the luxury AI builder to the stars.

Yeah, they're the luxury builder, and they basically help assemble what is required for these systems to work.

It doesn't matter the ingredients.

They'll take whatever you want, whether you want a steak dinner, salmon dinner, vegan, whatever.

They will assemble according to your needs.

And what I'd say is that none of these companies can build the infrastructure on their own.

Microsoft said in their last earnings call, they don't have enough physical buildings to put the compute in.

They're not signing up Sally or Joe's data center infrastructure down the road.

They're signing up metagoogle.com.

You know, Microsoft, the top companies in the world that have ginormous cash flow and have no funding concerns.

And you see it in the revenue numbers from all the AI stories that we're covering.

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