Simon Belanger

So that should kind of tell you something, all these hyperscalers like tapping, issuing new equity.

They're not doing it because they need to.

I mean, they could access debt easily.

Google still, Google has a lot of debt, but it's also- They're being opportunistic.

So that kind of shows you what they think about the prices right now, because Google could just, they could issue more debt.

They find the equity element of it more attractive right now, probably because prices are very high.

This has to be one of the biggest quarters I've seen from this company in quite some time.

No, I think it's actually a pretty unique index because I think when a lot of people think of AI plays, they look to semiconductors, whether it be the hyperscalers, things like that.

There's a lot of companies on this list that, yeah, a lot of people probably have never heard of before or

If they've heard of them, they wouldn't have really known about the potential AI exposure.

And that's, you know, obviously the name of the index is hidden AI exposure for a reason.

So, yeah, there's a lot of interesting companies on here.

really enjoy what we're doing here yeah because i think you could like before if you wanted say the sp500 x mag 7 you had to go to an etf and probably pay i don't know what those funds would charge probably 20 30 basis points and now you can get it no fees you can do it in a few clicks so yeah it's definitely a huge feature

One, two, three, four, five, six.

Well, we did a few of them we did and we thought they were expensive then.

And, you know, we're a year later and they're there.

Yeah.

Yeah, and I think the main focus there is clean energy.

I think a lot of these companies want to go the clean route.

I know I have a few companies on the list here.