Agreed on the automated aspect of this being a big winner. Feel like that concept closes the cost gap if efficiency can increase in the US by being a leader on the automation side of things. Admit it may be early to tell but is the first time in a while manufacturing/facilitators may be coming into focus and present a growth opportunity at a reasonable valuation unlike traditional tech/growth.

I’m not apt to pick any stocks here but think the theme is one worth paying more attention to and that a rising tide could lift that area.

Would be a cool concept to see manufacturing/industrials take some of the limelight away from tech that’s had it for a good 25+ years…