charles: today scott bessent talked about this and when he did ceg sparked all these names sparked, forl like because sometimes the hype comes before reality. should be they invested in some utility names? some nuclear names right now because we know they need the power. it's just a matter of timing. >> some of this is very attractive on a valuation basis so ceg, the constellation energy is one of those where they operate the largest nuclear fleet in the united states and now, with the acquisition they are adding gas power to it as well, so they really aren't expensive where the stock is trading today and they are really coming of a 20-year downcycle we've had for energy in the u.s., so i'm pretty optimistic on that sector. charles: one thing you said a long time ago, why has wall street missed the boat on this and you said they think in quarters where you think a lot longer. you've been killing it. >> [applause] charles: give her a hand. she's absolutely amazing. folks, also i've got to say. thank you very much. i love doing these town halls, and what's really amazing about it is peopl

. >> 20% ceg. >> now if you believe.ew. >> deep sea is going to. >> wipe out. >> demand for power. >> for i. >> buy by. >> 1,520% and thus reduce. power processing needs, then maybe. >> i don't. >> want. >> to say this. >> is. >> the correct move. it's not. >> my decision to decide whether or not a stock or a move is correct. but i think what we have. learned is that many of these stocks may have been priced to perfection. in other. >> words. >> these are supposed to be boring old utilities. that barely move. >> but yet. >> have moved huge. on this ai power demand story. >> the one thing i wanted. >> to add. >> kelly, is that it's not. just utilities. take a look at the companies that are going to pipe. >> gas to the utilities. the wme, cme. >> kinder morgan. >> et, energy transfer lp. >> landbridge. >> those what. >> they call pipeline or midstream stocks. they're also down. ten. >> 13, 14%. >> what i mean. so brian, when people say, well, is this a moment like in the 90s when what we thought we needed for the build out

well, these were overheated stocks like constellation ceg, not the kind or vistra or vertiv, the power system creator, or the date for the data center or ge, which makes the turbines. these are all part of the quandary because their stocks were up so much going into today, that you could argue that today's hideous declines are barely even meaningful. service was down almost 30% today, but that just means it's back to trading where it was in mid mid december. i don't know when something is that hard, when you really don't know the answer, you got to do something that's very alien. you have to sit on your hands and you have to say that one is too hard for me to figure out right now. for example, not that long ago we saw some broadcom for the tribal trust with much higher than where it went out today. if this one stabilizes i think it might be a buy because they have a ton of business away from the data center. and after this decline the stock is no longer expensive expensive. however, i don't know. i mean it could be a freight train. how about the world of arista networks and marvell tec