Tom Gardner

So that's MSCI and Deere, MSCI ticker and ticker symbol for Deere is DE.

My moderate stocks are Intel.

You know, the US government, national security is saying we want foundries.

Intel has actually been making major investments in forward technologies because they kind of missed, you could almost say they were gonna veer towards permanent disrepair.

And they made some modernizing investments, and then they've gotten a lot of support.

People think, you know, that's just support from one administration or the other.

They got a lot of support from the Biden administration, a lot of support from the Trump administration.

Of course, they have the amazing CEO from Cadence Design Systems, so Intel.

And then the second company, which also has an amazing founder in Martin Rosenblatt, is United Therapeutics, UTHR.

What I love about United Therapeutics is they were founded by NASA scientists

whose daughter had a rare pulmonary arterial hypertension, a very rare, often fatal lung disease.

She left her employment at NASA to start the company to save her daughter and built up this incredible business with a market cap of $20 billion and is now partnering back with NASA to work at the International Space Station and see if it is possible to grow organs in an anti-gravity environment

Because organs are kind of like jelly and they would just collapse if you did it here on Earth.

Maybe we'll be able to build organs and maybe we'll find a way to bring them back.

That would be a competitor with one of my aggressive companies, Transmedics.

United Therapeutics could ultimately, but that'll be 15 years from now.

Transmedics is the first of the aggressive companies.

Before I go there, Intel's INTC, United Therapeutics is UTHR.

Transmedics has the organ care program.

where the vast majority of organs donated do not get to a recipient because they're just put on ice and they don't get there quickly enough.