Emily Flippen

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.

Should be a really interesting episode.

That's the understatement of a century, John.

I mean, you know, one of my favorite movies is this movie called Everything, Everywhere, All at Once.

And I think that basically sums up what investors are afraid of.

Everything, everywhere, all at once.

I mean, headlines, to your point, are driving the narrative.

And that means we're waking up every day with new news of tariffs, shutdowns, the concerns of the divide between the middle class and the K-shaped recovery, layoffs.

And then I think what most of our listeners and every investor is probably afraid of, like, what's going on with my retirement funds as a result of all of this?

But the

The fact that this has measured fear or extreme fear for nearly a month now is absolutely crazy when you look at and you compare to the actual market performance itself.