Dan Kent

that you require to operate a nuclear facility.

And, and it's like, it's like, here's, here's the technology.

And we're still like basically falling in line with the regulatory framework of building large scare, large scale, huge nukes.

And so that's one of the main problems with them so far.

But yeah,

The ability, hypothetically, to stand up that much reliable, stable baseload power is a no-brainer.

The promise of them is...

Like, of course, you would stand them up everywhere you possibly could.

And Westinghouse and OPG have done stuff together, and they're building basically can-do Canadian deuterium uranium versions of SMRs, which are closed loop, use heavy water like D3O, which is called deuterium, to cool the reactor.

It all makes a lot of sense.

but we're still stuck in this regulatory framework of if I'm standing up an entire Bruce Power.

You know what I mean?

So that's one challenge that you have.

I have this company.

I don't know if you guys have heard of it before.

I think I know which one.

ASML.

It's a brand new company.

No, I mean, when I was thinking about the second order winners here, look no further than TSMC, ASML.

They're probably some of the most obvious winners in terms of the supply chain of ASML.