Tim Stenovec

And I'm wondering what that position – what that type of – what that investment does for Liputan's position.

Like, you know, when you're the CEO of a company and you come out with a report, you're obviously –

You got to worry about the board.

You got to worry about shareholders.

Now he's got to worry about a phone call from President Trump because the president likes to talk about how well the stock has done since the U.S.

made that investment.

What is that?

How does that change the dynamic?

Hey, that's the power of a conversation, right?

Interesting.

Okay.

So does it make the defense business stronger?

So let me, let me, let me ask this question a different way than Ivan.

And that's about where Intel would be right now.

If the US government had not made that investment, would this be a completely different picture?

Would it have been a completely different quarter?

The U.S., at least from an investment perspective, things have kind of quieted down a little bit since this summer.

But are there any other companies, particularly companies within your universe that you follow, that could see, in your view, an investment by the U.S.

government?

Yeah, they could make an investment in the U.S.