FSLR's domestic manufacturing and tariff avoidance, combined with subsidies and a low valuation (forward P/E < 10), position it as a long-term beneficiary of the data center energy demand.

The third company that I wanted to bring to the table is First Solar. And First Solar is again one of these companies that if you're going to stand up a power plant in relatively short order, this is one of your options and and one of the relatively few options.

One of the only solar companies that has most of their manufacturing uh done in the US. They're vertically integrated. So they're not even some some solar modules are assembled in the US.

So the the module stuff is actually put together, but the wafers and things like that are coming from China or Southeast Asia typically. So first solar is actually going to have a domestic product that's going to keep you out of some of the tariffs that have have impact impacted a lot of energy companies and and solar in particular.

So it it is going to be a fast solution also going to be a relatively cost-effective solution.

So, this is a piece of the solution, and I think this is just going to be a tailwind for first solar long term. They have also benefited from a lot of subsidies that were put in place during the Biden administration.

So, you know, some of those are still a tailwind for the company, but price earnings multiple on a forward basis is under 10.

So, I think this is one of those companies that could continue to be a beneficiary of the data center buildout, especially the longer it goes.