Lou Whiteman

And so, you know, yeah, there's a lot that can happen from here.

I do think that AI can be revolutionary.

I actually think there's a world where on a lot of these, especially touching the physical world, that this is going to lead to actually better companies and more efficient companies.

The truckers selling off with the logistics companies, I don't get.

The trucks are full already.

The problem is that there's not enough distribution centers and I don't know how AI solves that, but we'll see, I guess.

If your timeline is long enough, maybe.

I don't know.

Going straight to cell phones, you don't have to worry about it plowing into a bunch of other drivers.

Yeah, we're heading all sorts of directions.

How fast we get there, we'll see.

Yeah.

I mean, I would echo almost everything you guys said about, I'm a shareholder, I'm not worried here, but valuation does keep me from buying.

I think they're a long-term winner.

And look, at the end of the day, valuation is your ability to grow over what timeframe, right?

So I do think there's an argument to be made that if you're a long-term holder, you can do okay here, but I would probably not add to it unless it falls from here, just because I do think

Nobody knows what's going on.

We just talked about it.

It's shoot first, ask questions later.

I don't think you can say buy in now and it goes straight up from here.