Jordi Visser

So you're getting more performance per the watt.

And that's what Jensen Yuan talks about.

The reason that's important, the models get better.

You and I see it.

We love using them and I love using them more.

Well, Goldman Sachs, Morgan Stanley, Eli Lilly, every company you can think of is going to start rolling out AI agents.

Well, when you start rolling those out, the usage goes up.

Well, you need more.

You need more storage.

You need more places to run these things.

The hyperscalers need data centers to supply that.

There is a bottleneck that is happening.

So the companies, in my opinion, that are going to work this year.

energy companies because we need energy.

And now it's all energy companies because of Venezuela, because of Greenland, because of defense, which I'm sure we'll get to.

It's a major theme for me.

But I think energy, we need power.

It's not going away and they're going to find ways to get it.

Second thing is you're going to see financials profitability story.

You're going to see drug discovery.