Brian Costello

He's not able to sell through other countries and put equipment into there anymore.

But a lot of his equipment in these data centers being built require the refinement process of these critical minerals and rare earths and the magnets and the things that actually

going to transformers for power.

So you've seen all this stuff happen.

You're also seeing propaganda left and right, right?

As we bomb boats coming from Venezuela carrying drugs, they're reporting to their people that they're doing this for oil, right?

So you just see the game when you've watched what they've done for a long time.

You know, it's like when the TikTok agreement came out, it's a signed agreement isn't even an agreement with the Chinese Communist Party, like until it's actually done.

There's no legal reciprocity.

So I'm not surprised by this at all.