carriers and other ships from going anywhere near taiwan, to tie back to your earlier conversation. but in a larger sense, it is part of the series of cold war behaviors that we have seen on both sides as we try to both build up our militaries against each other and as we participate in efforts to disentangle key parts of our economies, mostly involving technology exports as we try to starve the chinese of the most high-tech of our semiconductors, they try to make sure that they've got control over our supply chains as well, spreading huawei and other technologies in telecommunications from around the world to dominate networks. it's pretty worrisome behavior. >> so let's talk about one very market shift, which is for years, decades now, china has had a minimal nuclear deterrent. the u.s. and the russians have