Which sector is on your naughty list and which one is on your nice list?

Which sector is on your naughty list for 2025 and which one is on the nice list. >> Naughty list sector, as much as I hate to say it, semiconductors. The run has been outstanding, but I get the feeling early in 2026 there might be some naughty naughtiness going on.Terms of my like list, I continue to like energy and I absolutely like big cap pharma and biotech. >> Well, I got to say I can't really get fully on board on the quantum computing thing. So, I don't want to call someone naughty unnecessarily, but ...