Kim Forrest

That whole thing about how in demand are consumer items.

Microsoft has a little special issue.

I think there's a lot of concern that AI, maybe Claude, is going to replace a lot of software packages that make businesses run.

I don't know how true that is, but I think we're going to get a glimpse into how popular or

you know, whether or not businesses are paying up for enterprise licenses.

And that's always a concern.

Look, we get it.

You're a discerning sort of person.

You're a Bloomberg listener after all.

Yeah, the thing to keep in mind about nuclear is that everything moves really slowly.

You know, I mean, any of these power plants are major construction projects.

So already that's a slow thing.

And then it's nuclear.

So you know that they are going to take their time because it has to be safe.

So it's a very slow moving industry.

There's huge demand for it now.

There's, as you know, just amazing demand for electricity now.

Yeah, so there's a push to reopen some of the nuclear plants that closed earlier this century.

You know, I was tracking them for years.

And more than a dozen reactors closed in the decade through about 2022.