Tiffany Wade

That's all of them.

It's interesting to see what they have to say.

Yeah, I mean, they commented that they don't think that there is a bubble in AI, that they're seeing a ton of good demand from their customers.

And I think that's reflective of the entire ecosystem for AI right now.

And that's a great indicator for, again, like you mentioned, the semi-cap equipment names and also a good indicator of demand we're seeing from memory companies, which are part of the value chain as well.

Yeah, I think this is a very tricky one, right?

Because we want to keep our dominance in AI and technology and development of new technology.

But we also don't want to force China's hand to sort of replicate some of our technologies or develop their own technologies.

So keeping them, you know, to some extent dependent on our companies is also an interesting balance to strike.

So honestly, this is a very tricky one to figure out.

About the flight risk concern.

We started off talking about how crypto has had a lot of momentum lately.

A lot of that was when crypto was on a tear.

The markets have definitely pulled back over the last couple of months.

So here, I know this is always your favorite question, but is winter coming?

So Bitcoin hit an all-time high last year, 125, 125,000.

What about 2026?

Let's do a shorter-term horizon.

Where is it going in 2026?

A year ago, DeepSea