Alphabet isn't yet spending all its cash flow and is fine right now if capex stays steady; steady AI spending would calm markets next week, while a huge spending increase would get a negative reaction. Whether that is enough to lift the stock is unclear.

talking about Alphabet, Microsoft, Amazon, even Microsoft. Yes, I think that we we will get a better read on sentiment on how this is going next week when the adults report. There's a lot of room for the alphabets of the world and all these guys to kind of both recommmit to AI to say AI.

We see the long-term ROI, but also we don't need to just boost our capex to the roof. We're steady as she goes. It's working, guys. Just give us time. I don't know if it'll be enough to kind of say stocks go higher, but it could calm the room.

Now, we could have a disaster next week. I can't predict the future. We could have alphabet going, "Oh my god, we have to spend this, that, and the other."

like if Alphabet says we're increasing our spending, are we at the point where that's going to get a negative reaction or is it the opposite? I think I think a huge increase in spending is going to get a negative reaction.

I think the best case scenario for this week for next week is a calming of the markets because look some of these companies they are now spending all their cash flow but Alphabet really isn't topsyturvy yet.

They are you know they they are pretty close to just spending the cash that's coming in and augmenting it with some pretty good bond deals. They are fine right now if they say again steady as she goes.

We don't have to like boost things to the moon. We don't have to.