Caroline Hyde

Yeah, and it is NVIDIA everything.

But as we've said throughout the hour, there are many other earnings directly related, particularly ServiceNow, Snowflake and the software names.

Not ServiceNow, but yeah, certainly Salesforce.

Snowflake, Salesforce, exactly.

All right, check out the pod.

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Brace, I guess.

NVIDIA is coming off the market.

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with Caroline Hyde in New York and Ed Lovelow in San Francisco.

Yeah, I think it's fundamentally important in what's going on in private credit.

I mean, private credit and private equity to a certain extent as well, they kind of prided themselves on selecting certain industries that they considered to be anti-cyclical or non-cyclical.