Natalia Lipikina

I think for now we're so much focused on what is happening in the tech sector because the disruption just happens so fast.

The market just trying to figure out who will be the winner, who will be the loser.

But if you look outside and think about how much the hyperscalers are spending.

We're going to have $600 billion again this year.

And that has positive impact on semis, on industrials, on utilities, on like such a big portion of the market.

I think for now, we're so much focused on what is happening in the tech sector because the disruption just happens so fast.

The market just trying to figure out who will be the winner, who will be the loser.

But if you look outside and think about how much the hyperscalers are spending.

We're going to have $600 billion again this year.

And that has positive impact on semis, on industrials, on utilities, on like such a big portion of the market.