Expecting the longest run of earnings growth in the energy sector: Jefferies' Julien Dumoulin-Smith

Jeffre analyst Julian Demulan Smith brings some utility stocks he loves as well to set. Julian, great to have you on set. It's not for everybody, but this idea that data centers is going to raise costs is not true.It sounds like they're going to raise earnings, though. >> Oh, you better believe it. They they are certainly going to raise earnings.I mean, look, they're looking they're not your father's utilities, right. Let's be honest to ourselves. I mean, the backdrop here is we're looking at the longest ru ...