Cheniere Energy is one of his favorites, a long-term natural gas play he says the market dismisses because gas gets flared and no new rigs or refining capacity are being added. But the stock is at the top of its range, and commodity spaces will stall if the dollar stays strong and yields keep unwinding.

The the one stock that I want to leave you with is LNG Chener Energy. These guys are these are one of my favorites. A lot of you guys know I love Nat Gas. We're washing it. Everybody's like, "Yo, it'll never be able to be priced."

Blah, blah, blah blah blah. Because we flare it off. You know, when's the last time we actually put up, you know, a new I mean, we're not even dropping new rigs, right? Much less refinement, all of that stuff.

This this is going to be move. The problem is it's at the top of the range and all of the commodity style spaces are going to stall out if uh we end up seeing um the dollar keep holding strength and the yields keep unwinding. Right? So that's a really big pocket to watch.