Crown Castle's 21% monthly rise has a real driver: Starlink and similar will still lease tower space instead of bypassing it, giving tower owners as much as 25% more sellable capacity and a much larger total addressable market — a development the speaker welcomes.

And also "Crown Castle". You were the first person to talk to me and explain the importance of these zodiac signs, and that was a long time ago . It was probably 7 years ago. You weren't really on my radar.

I must be honest at that time. I said that these towers will make a real difference when it comes to technology, communications and all that.

As for "Crown Castle," a name that had previously caught my attention, its stock has jumped. In fact, it rose by 21% this month. I wanted to know your opinion on "Crown Castle" at this stage, if you have any opinion.

If you do not wish to comment on this or on "Intel", that is fine . But just "Crown Castle" and "Intel" in short.

Let's start with "Crown Castle". Why did its stock price rise? Well, the ironic thing here is this. Although you might think that Starlink could release a satellite device for your car or phone, in practice that won't always happen.

Okay, they will use the landline network. Therefore, the tower owners will have another company to rent the space from them, because that is what they do. They erect the towers, provide electricity and telephone lines, and then mobile telecommunications companies lease this space.

Therefore, they are increasing, by as much as 25%, their ability to sell their product, which is the space available next to highways, to the benefit of "SpaceX". So, this is kind of great.

Yes, we love that because the total targetable market has grown tremendously.