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matt welcome first off uh tell me why 4.88 Jump to 0.32
    ORDINAL first
we look at two big vectors happening in 4.8 Jump to 15.36
    CARDINAL two
about 500 a car for a regular vehicle to 4.8 Jump to 40.8
    CARDINAL about 500
a thousand dollars a car in an electric 3.92 Jump to 43.92
    MONEY a thousand dollars
picking one stock for our top idea for 4.4 Jump to 51.36
    CARDINAL one
five so you mentioned two of them on 5.2 Jump to 55.76
    CARDINAL five
    CARDINAL two
eight percent of cars globally today and 5.519 Jump to 66.64
    PERCENT eight percent
    DATE today
we model that out to about 35 5.599 Jump to 69.2
    CARDINAL about 35
in 2030 and about 50 in the western 4.801 Jump to 72.159
    DATE 2030
    CARDINAL about 50
there are these two vectors of 2.959 Jump to 105.52
    CARDINAL two
electrification it's happening first 3.599 Jump to 110.56
    ORDINAL first
focused on this report for 2022 5.04 Jump to 138.64
    DATE 2022
both up about 43 42 in a year on 5.92 Jump to 153.92
    CARDINAL about 43 42
    DATE a year
semiconductor up 105 in a year 5.12 Jump to 156.8
    CARDINAL 105
    DATE a year
we're at the very beginning of a 10 or 5.121 Jump to 168.239
    CARDINAL 10
20 year cycle into empower semis in in 4.72 Jump to 170.879
    DATE 20 year
high teens on 2023 earnings and when you 4.72 Jump to 180.239
    DATE 2023