NXPI is an attractive investment as an AI play on intelligent vehicles and robotics, valued at 12.5x earnings.

What's this talk about NXP? >> That's why, you know, you're seeing it down today. >> How much how many more cars gets produced because as you you know, everyone who's looked at cars, more and more intelligence goes into cars now.

In other words, more and more chips. So, the chips are growing faster than the cars. The second way is really the fact that there's this backdoor, I'll call it AI play, a different kind of AI play, not the hyperscalers play.

It's more a play on intelligent automobiles, self-driving, robotics, industrial autom automation. We think that's maybe the next wave of it's already happening, but it but the next wave of AI spending.

Uh, and you're getting it for a stock that sells at 12 and a half times earnings. Uh, so to us that's super interesting.