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