Tom Keene

I got some hate mail yesterday.

Everybody's optimistic.

I'm not going bearish until Dan Ives is bearish.

Exactly.

It's not going to happen.

We have a special treat for you folks.

I want to frame this out as well as I can.

You've got a really odd headline this morning of breaking news.

I'm going to go right to the Bloomberg where we've got Trump media.

to combine with a company you don't know, TAE, to build nuclear fusion business.

My family goes back in this derby over 40 years to the Lawrence Livermore lab, and Paul, the endless quest to squeeze two

atoms and two nucleus together.

Dan Ives is quite good on this.

We're going to talk to him with Wedbush about this combination before we talk to him about the state of Mag7 and technology as well.

Dan, thank you so much for joining us on short notice.

I go back decades on this.

Fusion has been a hope and a dream forever.

How is Donald Trump going to finally get us over this fragile line of successful physics?

is this an arms race if you will a fusion race with china we saw what they did with electric vehicles you're conversing in china and ai the nvidia chip debate in that is this like getting out in front of china catching up on nuclear fusion

Yeah, I noticed Jeff Immelt was a former board member, but with TAE folks, to see Eugene Moniz there, who's just absolutely definitive across all political lines of America.