Cheniere Energy 是他的心头好之一，是一个长期天然气标的；他认为市场对其不以为意，因为天然气被放空烧掉，且没有新增钻井平台或炼化产能。但该股正处于区间顶部，而如果美元保持强势、收益率继续回落，大宗商品板块将会停滞。
逐段跳播
我想留给你们的一只股票是LNG Cheniere Energy。这些家伙是我最喜欢的之一。你们很多人都知道我喜欢天然气。我们正在洗盘。大家都说，“哟，它永远没法定价。” blah, blah, blah blah blah。
因为我们把它烧掉了。你知道，我们上一次真正搭起，你知道，一个新的，我是说，我们连新钻机都没在投放，对吧？更别说炼化之类的了。这会是一波行情。问题是它现在处在区间顶部，而所有大宗商品类的板块都会停滞，如果我们最终看到美元继续保持强势、收益率继续回落的话。对吧？所以那是一个很值得关注的大口袋。
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.