URI is a solid investment because it offers indirect exposure to AI via data center construction demand and has a proven model of growth through acquisitions.

Let's talk about " United Rentals". The company has performed well so far this year, and sees more opportunities from this point. What do you like about United Rentals?

Honestly, it's very comforting to think about a company like United Rentals. I mean, it's not a technology company. We don't really need to understand much about what you do. It simply rents out large capital equipment and construction equipment.

It has been around for a long time, and it grows by buying and merging smaller leasing companies. I have done that more than 300 times.

Smaller companies have been bought. It is now also benefiting from data centers. With the construction of these centers, we heard the CEO mention even in the recent earnings call that this is playing a more prominent role.

So, this is another way to benefit from artificial intelligence without betting on it directly.