Matt Frankel

Voyager serves that market with missile detection and things such as that.

But the thing that actually intrigues me the most is not the defense angle, but the space station angle.

So you look at the International Space Station.

It's been in operation now for I'm not sure how many years, but it is scheduled for decommissioning in 2030.

And Voyager Technologies is looking at its Starlab space stations as a potential private alternative to the International Space Station.

And so that's a very long-term thesis.

It's a very...

speculative thesis as well.

But I am really curious about this company and what it is doing.

So there it is, Voyager Technologies.

The thing that really does intrigue me here is the backlog jumped 54% in the most recent quarter to $275 million.

That's kind of a longer term indicator.

This is only a $2 billion market cap company.

So very small, very underfollowed on Wall Street.

There's your hidden gem for the day.

Yeah, I wanted to lean into something John just mentioned and emphasize the word orders.

So product orders to hyperscalers are growing at a triple digit rate.

AI infrastructure orders from hyperscalers were $1.9 billion in the third fiscal quarter.

That's up from $600 million a year ago, so more than tripling.

Overall, Cisco's orders...