The Biggest Winner in Tech and Science

Not so great for the rest of the economy. Preberg, what do you got?/nI think you guys will remember last November, I predicted energy and defense to be the best performing stocks for this year. Sacks is right./nI think defense is up 40%. So I kind of went with the bigger oil and gas companies are up across the board about 47% in terms of equity value in the public markets a year to date, compared to the S&P being down about 20%./nSo over the short term, I would argue oil and gas companies. But I think that over the long term, there were a couple of big breakthrough moments that I would give kind of the winner in business that will benefit over the long term to open AI and to fusion startups./nAnd we'll talk more about why for those two, obviously later when we get to the biggest winner in tech and science.