I like your analysis. I think the P/E hiding 40 now could be a topping moment combined with two factors. Fund managers taking profits before the end of the quarter next week and ARK ETF is selling the CAT stock to pay for her conviction stocks as TESLA and others sink, down 4% today. All areas are extended now and a turn down could be here even with the rotations in the market. DE and CAT move together and the analyst on CNBC the other night gave good analysis that the run up is over extended. Just be careful here for a possible top.