The Economic Warfare With China

We are in an economic warfare scenario with china and it's got to be understood now. The amount of equipment on this resupply Is going to go on for a couple years And that's why people are buying it the last thing If you look at lamb for example who has lrcx is a ticker look at the chart. Memory has been in a one of the worst droughts in 2030 years Uh, we're now at maintenance costs Generally the institutional buyer will buy when things are looking at the the worst i i'm called the buy from the fearful cycle When it it can't get any worse They load up on these names because your second derivative This is quarter to quarter