 Dave Mazda welcome back to TFNN. Hey, happy to be back. So so fit to this Dave, right? You're too young to remember inflation. I remember inflation, but I just barely do when this was happening, okay? So all weekend long man. I'm hunting hunting hunting like okay, you know We got hard assets inflation all that but anyway I get over to your website and I say you know the heck with inflation Because something that is really out here that we know is out here And this was this is right on the direction website folks is the four trillion dollar trade and it is infrastructure transportation, right? I mean, this is here now, right? Yeah Exactly. So what we find interesting is obviously they're interconnected people are saying we're gonna spend it's gonna spend all this money Then you'll get even more inflation, but to your point. Let's set that aside What we do know is these are live negotiations, but what we're hearing You know, you don't need to be a Washington insider. You can read your favorite newspaper They're gonna get something done if they have to go at it alone on the infrastructure side I think everyone can agree the bridges the tunnels the roads need to get done But what he's talking about is this much broader sense of infrastructure. So we're seeing opportunities With in the 5g space and the communication side building up broadband. There's opportunities with health care to build that out So this this infrastructure package is much broader than it was historically and the trades that can come out of it Are not just kind of your traditional Industrial materials, etc. Even though that they are there too. No, there's no doubt in folks as you're over there So you get a couple symbols you get D. U. S. L. Which is it which ends up being the industrials. Yes, you have Tpor which is the Transportation's you know, you know what is really cool about these days what I mean you're talking about big established companies That actually can be growing pretty dramatically when we're talking about the kind of money that we're talking about and we I think no matter You know whether it's Republican Democrat or independent. I think everyone knows we need Infrastructure period. Okay, so I agree that something's gonna be done here. You know what I'm saying Yeah, exactly. So, yeah, we're already starting to see it with some of the the moves that we that are happening in T. Or again, that's your your bull side of Transportation because that's an area that to your point has been under invested in under this broader framework of Infrastructure, the beneficiaries are gonna be found in there along with your traditional industrial side But look at what we're seeing even with biotech today with what have who and lab D Tons of extra you know unbelievable performance a lot of trading volume because you know again this all-timers drug I think that's what's getting the attention here But they're gonna be if you again if you go through the package, it's all on the it's all on the website They're gonna be diverting money to more of these treatments You can apply that to tons of other diseases and things so the money that's gonna start flowing into those areas is really robust Even though biotechs had an unbelievable run It's we're just had an interesting juncture here that for traders can take advantage of some of these moves coming out of Washington There's no doubt and and what had happened out here today folks Okay, just in case you're just in your car coming home from work The bottom line is that a biogen, you know got okayed by the FDA For now Simon's drug and as Dave was talking about the lab you lab you is the bull You know direction three three hundred percent Leveraged a product and you can see These are always sweet Dave when you build a base and then they're coming off a base, you know Which I know that the bottom line is that we've we're coming off the base so Pretty and in the same type of deal meaning that we have large companies that are inside here that are basically just get going in the aspect of You know basically helping people Hopefully in this particular case that disease is a terrible disease Yeah, exactly and look by it's your point biogen might not be the biggest Healthcare company, but it's not just some focus on some experimental drugs and some rare disease You know some of those names are gonna be in that basket too But what we're seeing here is this opportunity set in your point if you look at the technicals in a lot of these spaces We certainly know there's been a rotation a rotation from rotation But biotech even some of the outperformance of the NASDAQ today Interesting relative to the broader market that again Maybe we're finding ourselves a bit of a floor in some of these these growth your names And we're just kind of sold off in unison when people moved away from big cap tech giving some opportunities and areas It's still our growth, but maybe not just your you know again your Microsoft Google's Amazon's of the world Yeah, it's certainly Exciting time to be alive. There's no doubt about it. Well, listen man Thank you so much for the great education and folks just you run our website just hit the direction bandie You're gonna be able to see and it's very exciting Dave that we have Bottom line that infrastructure and transportation trade that's something that's gonna go on for quite a while man I mean, yeah, it's pretty cool Yeah, exactly. I encourage everybody take a look at that article because Tom's point is the right one Have a great one Dave. Have a safe one. See you soon. Thank you