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To: Les H who wrote (29179)	4/7/2025 8:12:35 AM
From: Les H	Respond to of 29594

Focus on Market Rout from Overvalued Levels Diverting Attention from Real Economy DOGE, Particularly Social Security and Depth of Tariff Damage Naked Capitalism

To: Les H who wrote (29179)	4/7/2025 8:16:19 AM
From: robert b furman	Respond to of 29594

That is an excellent observation. I've been thinking that the equipment makers stood to benefitfrom the Chip Act. Restricting what China and Asia can buy will take a negative effect on revenue unless the big datacenters and big software sellers/computer buyers i.e. ORCL MSFT step up. It could be the US becomes the data centers for the world if we maintain our inexpensive energy. BWDIK. Thanks again. Bob