Saagar

They're still playing Russian tactics.

You've got all these Tomahawk missiles.

You have the interceptors that have been pulled out of South Korea.

Do you know what's happening?

We're going to talk about this later.

The South Korean president is telling people to take shorter showers.

That's how bad things are.

Can you imagine if an American president had to tell, hey, everybody, you need to shower less?

I think the Thai president is wearing short sleeves and he's like, listen, we're all going to have to live with less air conditioning.

as we go into the summer.

That's the reality already in Asia.

So that could be coming, and that's what life looks like whenever you're threatening the economies.

I was looking yesterday, the Japanese open on their market.

The Nikkei 225 was down by like 5% on the open.

They're getting hammered over there.

And so all of this is dramatically weakening any potential US force posture for the stuff that actually matters to us, like the chips.

We're gonna talk later.

Helium is down 30, 40% already.

semiconductors orders being canceled.

They're like, listen, we don't have the capacity.