Dan Caplinger

I'm not sure what Musk gets out of it.

It seems to complicate things, but like Lou said, we have to wait for the paperwork before we actually know what this thing is going to look like for investors.

I'll just say, I'm pro just one ticker to invest in Elon Musk's vision.

If anything, that's an argument.

Just merge with Tesla, too.

But I kid, we're not going to do that.

Elon Musk doesn't need my advice.

Yeah.

Every banker is already on this deal.

But Elon, I might say, we talked at the beginning, they're only selling a small number of shares to get a massive valuation.

That's impressive on paper.

Given the XAI need, maybe though,

get a lower valuation, sell more shares and actually fill the cash coffers?

I don't know, just an idea.

I know it wouldn't be as cool as $2 trillion, but maybe they're making the wrong move here, Travis.

I'm going to play the hits here.

I'm going to play my hits.

I'm going to start out with one of my oldest investments and I think it's just a great opportunity today.

Transdyn, ticker TDG, this aerospace parts manufacturer that somehow over time has managed 45% plus gross margins and continuously.

They do it in a neat way.