Neil Dutta

I mean, like the cycle turns, okay?

So what is like one or two things, pieces of actual evidence or actual data that you guys would look to for this particular cycle?

Because we know this is a unique one.

So what are you going to be keeping an eye on?

It sounds like you're saying credit spreads.

Maybe credit spreads— That would be my answer.

I know, but I feel like it's like the— Okay, here's the thing.

During—I think it was Liberation Day.

The thing that kept me, like, moderately comfortable with the direction of the economy is the credit market really wasn't freaking out.

It just wasn't.

And so you're right.

By the time it really shows, it'll probably be too late.

At least that's kept me on the right side of the positive trend.

What's nice is that Nvidia is now breaking out their revenue by hyperscaler and everybody else to give us maybe a better sense of like, no, we're actually, we're not just reliant on these, you know, these behemoths.

All right, boys, how are we feeling for the rest of the series?

I think they're a resilient bunch.

They're not like, they're not the Cavs.

Like, Castle's a dog.

He's not going to give up.

And so is Wemby.