Matt Gialich

And I think they're right.

The one piece they're forgetting on that, in my opinion though, is like, that's not the only thing that goes into a big data center.

The other thing that goes into a big data center are computer chips, right?

That mostly Nvidia's making that go build there.

What metals do you use to make computer chips?

One of the biggest metals consumers in making ASICs is the platinum group metals.

So I think in the future, and look,

We can go on this long road about capitalism.

Capitalism requires you to have a pretty high growth rate as a country.

We have to keep growing, right?

We have to grow 2% to 3% a year to maintain capitalism.

If we become flat, like, this system does not work.

And that's really how we've driven it.

That means we're going to have to have exponential growth as we go into the next century.

And it's going to get huge.

We're going to have all of these things.

Energy is going to have to grow exponentially.

So are materials.

And the one I'm going after on the material front, just like these guys are going after on the power front, is the platinum group metals.

We use it in computer chips.