Well, for more on the Trump versus Musk fallout, let's welcome in here, Dan Ives, Wedbush Securities managing director and global head of technology research. Dan, it is always great to see you. So, uh, Trump and Musk, Dan, the bromance, the breakup, you look at Tesla stock as Julie was just pointing out, you know, it's it's moving higher today, but it got whacked yesterday, Dan. And I want to ask you when you saw that reaction in the stock, what did you think, Dan? Did you think that move was justified? Did you think it was an overreaction? What were you telling clients?

I mean, look, Josh, I thought it was a shock, almost Rod Serling twilight zone sort of that Musk and Trump went from BFFs to this frenemy situation, right? It's almost like a junior high sort of fight that's happening between these friends. Now, think it caught investors off guard because you knew Musk was pulling away, but you didn't think that this was actually going to start really a battle where a friend could become an enemy. And and that, that's a cascade effect because investors were worried, was enemy of Trump becomes an enemy now, supporter in terms of the autonomous roadmap. I think that was the I think an overreaction, but that's why investors were fearing it.

Well, and Dan, does it also remind investors of what looks from some angles, maybe from many angles, like Musk's instability, right? You know, we of course recently had that story in the New York Times that said his drug use during the campaign was, you know, more extensive than had been understood before. Um, then you see these, this sort of lashing out against the president. I mean, you know, do you think that there is really solid investor confidence in his leadership?

Yeah, and Julie, look, I mean, to me, Musk is not going to be someone that's drinking tea and and doing a cartoon puzzle at night. So I think investors, they understand who Musk is, whether you love him or hate him. So I think they they're able to kind of see through that in terms of some of these controversies. Now in terms of here with Musk, look, at the end of the day, no one wants Trump as a enemy to much. You want him as a friend. And that's why I think behind the scenes right now, you know, there's a there's a calm, right? I think maybe hopefully cooler heads prevail intermediaries, because the end of the day Musk needs Trump, Trump needs Musk.