Eric Schiffer

But I think what President Trump is doing overall is setting us up for what is the next big, gigantic set of opportunities, which is AI and data centers and the power needs to be able to supply the continued dominance of the United States in that arena, which is one we must win.

But I think what President Trump is doing overall is setting us up for what is the next big, gigantic set of opportunities, which is AI and data centers and the power needs to be able to supply the continued dominance of the United States in that arena, which is one we must win.

And if we don't, then, you know, we put ourselves in a position where we could be captive to a foreign country that has far greater artificial intelligence and thus intelligence can control the government and control liberty even. And so I think the administration gets it.

And if we don't, then, you know, we put ourselves in a position where we could be captive to a foreign country that has far greater artificial intelligence and thus intelligence can control the government and control liberty even. And so I think the administration gets it.

David Sachs and others who are helping to lead the vision for this, Marc Andreessen and even Elon, they understand the importance of it and the importance of winning here. And a big component of winning is making sure that we have the energy source, whether that's uranium powered in the form of nuclear capabilities that are safe and able to be contained even smaller in nature to natural gas.

David Sachs and others who are helping to lead the vision for this, Marc Andreessen and even Elon, they understand the importance of it and the importance of winning here. And a big component of winning is making sure that we have the energy source, whether that's uranium powered in the form of nuclear capabilities that are safe and able to be contained even smaller in nature to natural gas.

And then also our ability to also have oil capacity unleashed in ways that are beneficial to those that can power that.

And then also our ability to also have oil capacity unleashed in ways that are beneficial to those that can power that.

Well, if they don't get extended, then you're going to have less spending, right? I mean, because you're going to have to pay out more in taxes. And there's a chilling effect that goes into play, as we've seen consistently. I do think they'll get passed.

Well, if they don't get extended, then you're going to have less spending, right? I mean, because you're going to have to pay out more in taxes. And there's a chilling effect that goes into play, as we've seen consistently. I do think they'll get passed.

And I think what happens in that is that it allows for both investors, but also businesses and higher net worth individuals that may be making investments to continue with their planning process versus having to be concerned about implications and the downsides of not having such a program that allows them to have more discretionary use of their funds.

And I think what happens in that is that it allows for both investors, but also businesses and higher net worth individuals that may be making investments to continue with their planning process versus having to be concerned about implications and the downsides of not having such a program that allows them to have more discretionary use of their funds.

Well, I think it's pretty clear that up until Q3, we should do really well. And the reason we should do well is just when you think about all of the conference calls of recent in this first quarter from public companies, most are bullish. There's very few that don't see opportunities and continued opportunities. Yes, they're talking about tariffs, but in ways that can be managed.

Well, I think it's pretty clear that up until Q3, we should do really well. And the reason we should do well is just when you think about all of the conference calls of recent in this first quarter from public companies, most are bullish. There's very few that don't see opportunities and continued opportunities. Yes, they're talking about tariffs, but in ways that can be managed.

So I would expect that growth may slow down slightly. in the Q3, Q4 arena because of, I think, maybe hesitation and or implications from tariffs. But what we don't fully know is what are all the upsides. And the upsides that are baked in in these deals that President Trump continues to implement, the loosening of regulation and the vibe

So I would expect that growth may slow down slightly. in the Q3, Q4 arena because of, I think, maybe hesitation and or implications from tariffs. But what we don't fully know is what are all the upsides. And the upsides that are baked in in these deals that President Trump continues to implement, the loosening of regulation and the vibe

That is that secondary effect of it, which is unleashing a greater entrepreneurial spirit and greater, I think, optimism about what the positives will come from investing. And that, I think, may be bigger than we are calculating. So I'm optimistic for through this year. And I think the market will be consistent with that.

That is that secondary effect of it, which is unleashing a greater entrepreneurial spirit and greater, I think, optimism about what the positives will come from investing. And that, I think, may be bigger than we are calculating. So I'm optimistic for through this year. And I think the market will be consistent with that.

The only X factor will be so much when you think about the Biden administration, the growth. It was government-driven growth. It was growth through the hiring of government employees. It was growth through the unleashing of and crushing of immigration enforcement that brought in so many that were coming in from foreign countries that were spending money, by the way.

The only X factor will be so much when you think about the Biden administration, the growth. It was government-driven growth. It was growth through the hiring of government employees. It was growth through the unleashing of and crushing of immigration enforcement that brought in so many that were coming in from foreign countries that were spending money, by the way.