for years shrinking by 25% for the past decade adco has been doing the same thing. as a result, you have a genuine stock shortage in the farm equipment space. do you understand that there is fewer shares to buy and not many companies in the space. you see the exact same thing playing out in the railroads which had some wild action today because one of the last independent rails and favorite, kansas city southern is being acquired by canadian pacific and leaves us with norfolk southern and union pacific. i think all three are worth buying i actually liked them for a long time but the most enticing is union pacific which is ridiculous the stock got crushed today. that's the west coast competitor but i don't think this merger will do much damage. what really matters is another player is taken out creating more scarcity value that makes it the buy, not the sell how about engines? that's another classic group there is two left, caterpillar and cummins. think scarcity caterpillar shrank by 15% and cummins by 25% and retrospect those were pressured buyers. what if you want

deere, adco, cummins those are the binners and it is happening right now.se stocks continue to get boosts a lot of analysts cut their price targets so big that now they are coming back and the price increases, you know, united rentals goes from 265 to 360. caterpillar. this thing is not even had an inflection in earnings yet and it is going up and they want roblox and they don't, you know, amazon. they don't they look at nefk and they think give me another channel.tflix ay think give me another channel. >> well that may be shortsighted. >> what? >> in general. >> i agree but who am i? i'm not -- or droid build seven or --. gave money to save the gorillas. that was a cause. >> was it? i'm mind that a 100%. >> you're not anti-gorilla >> no. >> good. this is something he and i agree on, carl. >> a carl before we head to bob. spac land. pem tech acquisition, core five is up about 17%. the betsy cohen mentioned earlier. and people like the deal this is a company that was said to potentially be ready to go public at the $5 billion valuation not long ago now it is