came to san francisco chien town when i was then. my family, my nom mom a single mom with 2 teen kids were grateful to find rent control apartment, bordering north beach and china town we were able tom stay in san francisco and thrive. but, through a journey from then that was 1990 to today of 2023, i have seen a journey of tenants trying to survive in san francisco especially today in the very high rent circumstance. and volatile circumstance. and so -- for when original low the union at home first introduced by supervisor supervisor peskin in 22 i'm grateful to see how it was approved by this board. of supervisors. the idea was this tenants live nothing buildings 5 units and more can form a youn and form tenant association. and be able to collective low bargaining their right as tenants with corporate land lords and this we saw this with that, am many tenabilities form associations throughout the city. and that really impact on their lives. in terms of stability and being able to still in their homes. especially during the pandemic

if you think about, you know, who has the most data, who can use that data and train the ma that a chienrning, the a.i. algorithms, it's some of those big tech names. if you're a small business, you're not going to go and build an a.i. algorithm. you're going to buy it off the shelf. so as a result, some of these names benefit, semicounters that compute -- semiconductors. so i'm long are, and like you, i would buy those on the dip. charles: before i let you go, the hot sector now is energy, oil. starting to really spike. you talk about supply and demand, i know you're in the oil patch. is are there a specific area that you like more than others? >> uh-uh think there's a lot to like about the whole thing. oil prices at $900 a barrel, that means -- # 90 a barrel means that that some of the servicers companies will be engaged and there's great demand for gas leap. by the way, inventories are low, so some of the refiners will do well as well. and then you have the integrated player pas. an etf, i would probably look at one that includes all of those in it. charles: before i let you go, your

sponsor: richard chien, senior environmental specialist, environment department. speakers: paula kehoe, director of water resources, san francisco public utilities commission; manisha kothari, alternative water supply program manager, san francisco public utilities commission; and julie ortiz, water conservation manager, san francisco public utilities commission. explanatory document: 2023 water supply addendum. (discussion) >> charles, you are replacing rich today? >> i am. rich is sick and cannot join us. i will attempt to fill his big shoes. since we passed the climate action plan and i believe late 2021, we have been hard at work to add a water chapter to the climate action plan because as we know the climate changes, our water supply is impacted and we have been collaborating with sf puc for a little bit over a year for a certain amount of time and we have been holding public workshops from them and exploring their issues from their side, the water side and put them to our processes with the scan and rc tool. it's been a joint collaborative effort to get to t