text:  on one end of the barbell being very conservative on the other end of the barbell you know being more aggressive in things like technology we've seen a lot of growth and a lot of opportunity this past year especially with this push towards artificial intelligence and ai we get a lot of talk a lot of questions about companies like nvidia and some of these other microchip companies we started taking positions in those companies back coming out of covet because if you remember there was a big shortage of microchips you couldn't get new vehicles