Aidan Donnelly

That's the first time since, I think, April 23.

Again, you have the political angle here that is all around, you know, Trump came in saying he was going to get prices down.

They're now...

not only up, they're rising at a faster rate than we've seen for three years.

So there's that in the background.

So the big question ultimately now is a decision around, came into this year expecting interest rates to go down.

Now it's looking like there's a pinch that they could go up.

That has an impact on the valuation in the markets.

And then when you have this kind of...

I wouldn't call it complacency yet, but this FOMO and kind of frenetic trading and swapping around within tech space, that can turn, that sentiment can turn literally on a dime.

Factor that into the idea that there will be some people in institutional fund management who...

will want to get involved in SpaceX and need to create space in their portfolio.

To create a bit of cash because they know they're going to have a cash call this Friday.

I thought of that one.

So if you look at it, it's going into, so SpaceX, rightly or wrongly, going into the communications sector

All right.

So what other things do you have in there?

You've got things like Alphabet, you have Meta in there.

Right.

So there's some of that going on.