Rich Diaz

More power to you.

Oh my goodness.

It's just, yeah, it's funny.

Oh, dear.

Rich, that brings us to US tech earnings.

Oh, yeah.

Oh, my goodness.

I'm going to get myself into trouble.

Let's just say that they're amazing.

They did super, super well, but that they were, in my view, as I understand it, again, this is totally not my sphere, so please forgive me.

Spare me the comments.

But just like, as I understand it, the hardware...

part of the tech underneath the tech umbrella is just smashing a bunch of numbers and some of the software stuff.

So like, you know, the Googles and all the AI stuff just had incredible earnings come through over the last little while.

This is being reflected in the overall

So IBES and like the MSCI sort of analyst expectations have all started to creep much, much higher.

It's supporting margins.

It's just really an incredible story.

I've heard some people compare, you know,

The valuations with what was going on in 2000, I think that that's just a really not a good comparable at all.