Emily Flippen

Every single option, more expensive than what I'm already paying.

So

Until they're able to reduce my costs, it's a faker in my mind.

An emphasis on just got, though.

Yeah.

After years of producing.

That's the key.

Yes.

It's a single digit percentage right now, at least for Champion Homes.

But I do think this could be a breaker in the making.

They're a leader in manufactured and module homes.

We've underbuilt housing in the United States for decades.

So obviously, despite the fact that there's cyclicality here and the macro backdrop is so challenging, I still think that this is a type of opportunity that could be a leader in its space.

And to me, that's indicative of a breaker.

Yeah.

Thanks, Tim.

Obviously, Jason and I are going to be back.

We're going to be joined by Keith Spites.

We're going to be discussing what I'm calling quantum, but in space.

We're going to be looking at earnings from CoreWeave, while also looking at earnings from some of these space companies, including Rocket Lab and AST Space Mobile.