Is this the moment we've all been waiting for? Hydrocarbon plays Alternative energy plays Cybersecurity plays Covid19 plays Battery powered vehicle plays So much has happened since 2016 Now we are back to reefer plays which got hot in 2016 and kept it up for a year or so before crashing I view it this way: Cash and lots and lots of built-up margin, like I have now, will send them soaring to totally absurd valuations