The Worst Trade I've Made on This Program

We're picking gassy Permian names that will struggle once this pipeline comes on because it's going to further pressure gas prices and the permit. We're a little bit worried about another big play, which will be EQT, but we're worried that this Biden administration FTC might put a block on a deal that they're doing. And so obviously AI and AI related things are hot. Well, if you recall, last time I came on, I said short and video long oxy, which was the worst trade I've made on this program. It all started with long ex on short Apple in August 2020. So the trade is long, Marcel, a short Permian. Paul