 No, they are. You're right. There's a lot of spending going on right now on the promise of what AI will ultimately deliver. And I think there's a lot to be said for that, right? I mean, we've seen companies well beyond, just like your NVIDIAs. I mean, Supermicrocomputer, I think, what, year-to-date, up 195%. Even companies like Vistra, which is an energy supplier to AI server centers, is up 130%. I mean, it is spanning markets, so to speak, but it does feel like...