Olivia Solon

John of God was once Brazil's most famous spiritual healer.

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Sure, Ed.

So, you know, when we think about both of these stocks, you know, we try to look at things in the context of the long term versus some of these short term moves that we're seeing in markets.

You know, we do see these dislocations from time to time.

But over the long term, we know that the growth rates for both of the stocks are very high.

And they're, you know, they've got high quality balance sheets supporting the growth that they're trying to accomplish.

You know, earnings season provided a lot of incremental information just regarding the overall build-out of AI and where we are and the focus that investors have on that return on investment that everybody wants to see just given how much CapEx is being spent by the overall hyperscalers.

But, you know, we also saw that earnings wasn't everything, you know, especially in the software space in which earnings continue to go higher and yet the multiples got destroyed.

Sure.

So, you know, it really depends on some of the macroeconomic data that we've been dealing with, some of the geopolitical data, too.

January and February, we clearly saw that sell off in software.

And it reversed in March as a little bit of a flight to quality.

Again, seeing a little bit of a bounce from something that had sold off quite a bit and less cyclical, per se.

And, you know, you saw the safety of the Mag 7 as well during this sort of geopolitical conflict that has been going on.

I think from our standpoint, it's clearly the duration of this conflict which is gonna be key.

I think everybody else has talked about this and it's the one thing that nobody really can forecast.

If it's short, it's great.