Zaid

I'm just kind of curious.

What do you make of what's happening right now?

I was going to ask you like, Ooh,

What do you make of the volatility or I guess in your career, have you like experienced this kind of chaos?

When's the last time you've experienced this kind of chaos and volatility?

But even before the war, the main story before the war was this rotation out of the Mac 7, rotation out of software, and into more of the energy sector and things like that.

The energy sector was the best performing sector even before the war.

So I guess I'm kind of surprised.

I think the conventional wisdom was if the magnificent seven stocks take a hit, that's going to bring down the entire market with them.

That didn't happen.

In fact, everything was fine until the war, which added increased volatility.

Do you think that's going to continue in Q2?

I mean, one company that just seems to bleed every day is Microsoft.

I think it's had its worst quarter in Q1 since 2008.

That's never a good company.

And I just don't know.

Why does the market hate Microsoft so much?

I feel like the CEO, Satya Nadella, has lost his aura.

The company is growing, but the market is just rejecting whatever is coming out of there.

What do you make of all that?