Sean Russo

It's kind of nuts.

If you show that chart again, the revenue per share for Blockbuster, at least in that pain, I mean, it moved, but not that much compared to the stock price.

It kind of makes me scared.

And honestly, it worries me a little bit.

And I know there was a positive piece to Kai's writing too, but it worries me.

It makes me think that a lot of those AI companies that already got blown to bits, like the Salesforce, I mean, maybe there's something there.

If the market's telling us there's something there, I mean, there could be.

I think so too.

I think there's part of software that's going to continue to work.

John, if you want to chart on it, it's a little further down, but it's this cyber ETF, CIBR ETF.

When I first looked at this, I was like, what's kind of driving the IGV?

The top five contributors to the IGV year to date are Palo Alto Networks, CrowdStrike, Oracle, Datadog, and Fortinet.

So four or five are cybersecurity.

Look at some of these returns.

within the CIBR ETF, which is which is cybersecurity like CrowdStrike's up 70 percent, Datadog up 100 percent.

Like then there's a lot of like big returns in here.

I feel like Excel can never get disrupted.

Probably parts of it could be disrupted, but could it be so tied to the open AI story in headlines?

That's a problem.

Oh, that was my chart.