Jeff Lawson

We're going to have that conversation with the CEO a little bit later.

As you can see, a painful day off by 15%.

Move on to some of the other just key indexes.

Look, this is the push and the pull in the market.

Software.

We have more anxiety about the latest AI formats, LLM developments, latest ways in which business models are getting disrupted, whether it's in your financial services, whether it's in your legal services, but also whether more broadly it's about what software is going to do for you in the longer term and how much you can charge for it.

Software under pressure again, down 3.6%.

That rotation continues, but still the CapEx is there.

Still the hardware is there.

Still the high bandwidth memory anxiety and lack of it is there.

And Micron goes higher.

So we're seeing still those chip makers, Ed,

In the green, what are you looking at?

What's interesting is you hit while the iron is hot, so to speak, in terms of a need, an energy need.

And it's coming from the very top.

It's coming from the administration.

Just listen to what a key administration official told us today.

U.S.

Interior Secretary there, Doug Burgum speaking.

Jeff, how quickly can you provide this very much needed alternative energy source?