Clean energy is back after the election.

Extreme volatility means extreme profits particularly if you're trading options and no one better than that than my next guest John Narian he's with us co-founder of market rebellion John first be first and foremost I got to get your thoughts on the election the outcome of the election the implications for the stock market >> I think lower volatility um under the new uh democratic wave that came in we're like likely to see except for Iran which is still not resolved we're likely to see less volatile markets up and down and up and down like this like a heartbeat. Charles, >> do you think some of that recently up and down was an anticipation maybe? Uh I mean because think the data center stocks were already getting crushed ahead of the election. Wall Street kind of knew what was coming and they already started to price that into some of those stocks. >> They did. And uh you know a lot of people think pushing those data center stocks aside and saying we're not going to give them any permits. They're not going to get any energy. They're not going to we're not going to let them build. Do they know they'd be lining Elon Musk's pockets by doing that? I mean, better than any government subsidy because he owns uh Macro hard down in Mississippi, which is his take on Microsoft, right? And he owns Colossus. Those are the two biggest data centers in the world. Neither one is connected to the uh to the grid. They're both running on gas turbines that he has purchased or leased in this case. and they'd be gifting him money if indeed they did push this off. >> And I think also they all listen, you know, what do you do for your citizens to create opportunity? I mean, the economic impact of these things are phenomenal. And so I I I think listen, there'll be a slowing in my opinion and I agree with you, but I think they're going to have to do it. But what is working today? Solar stocks. Yes. Right. Solar >> any clean energy plan. >> Clean energy is back. And you you've got a couple ways that you can make money on this. You like a couple names here. Run. Uh when you talk about this one, Charles, look at where it is on November 2nd, just two days ahead uh behind us now, but one day ahead of the election. $8 stock. This stock peaked at over $100 a share under Biden. I'm not saying it's going back all the way to that, but look, people were buying half a million share equivalent of those November 12 calls. The stock pops. They were buying the 950s that expire this week, the 950 calls with the stock at 836. So people were smart betting on that and I got to believe that they were using, you know, some of the prediction markets and other metrics for making that bet. >> Right. Right. Uh in the same uh same realm in phase, full disclosure, it's one of my worst stocks in the last 10 years. I'm holding it. I forgot my cost. is so so much higher than this [laughter] that but but I'm glad that it's moving in the right direction. >> If you put a zero behind that, it still wouldn't be at the highs. It was over $300. Um so Nphase on the second also somebody comes in probably the same uh hedge fund or whomever came in and bought the December 35 calls. Both of those trades have paid off magnificently. And so, as you know, because you trade options, it's a question of, you know, parsing through the data and seeing which ones matter, right? Because the data does matter, >> right? Right. [laughter] I I love the pun there. Um, that's the one thing though. I mean, even though you say less volatility, these spikes have been huge though for option players though. I mean, it's it really these moves that the kind of money that people can make and have been making is just absolutely phenomenal. >> Yep. Uh, and it's the place to be. Uh it really is because whether you want to risk less money uh by buying an option rather than buying a $100 stock, you could spend $5, $10 on the options. Uh the trade-off is of course timing, which you and I, that's what we focus on. You got to be right with your timing or give yourself more time so it's not so short term. >> Data center infrastructure. Uh it's, you know, sifting through the rubble. You think there's some opportunities in there? >> I do. I do. I mean all three of these I mean Cororeweave is the redheaded step. >> Let's bring up a chart of Cororeweave just so you know anyone who watches this show knows I mean I've been talking about Corweave for a long time. Uh it came out the gate. It's a quasi hot IPO. It's it's had its the volatility in this is crazy but it's gotten hammered pretty good here. >> Yep. On the all-time lows today um since it came public that is. And do they have a lot of debt? Yes, they do. 35 billion in debt. They're worth less than $ 35 billion the market cap. But I think people will still be looking to either a take these guys out, Charles, buy them. And do they have to assume that debt? Yes, they do. But I think that one's one to watch. I think Verdiv >> Verive, I'm telling you now, this is a name unlike Corwave that everyone loved and it was just it's just it just didn't stop it wouldn't stop going up. And I it was interesting because the initial data center push back was like not in my backyard. It makes too much noise. It's hurting up, you know, it's hurting whatever. And it's sort of been in this slide. Do you think this channel, it's got a really intriguing channel on the downside if we start to take out, let's say, the 200 day moving average, this could really make a big move. >> It could. Um, and it's one of the plays that I would absolutely endorse. I don't think these guys need to get bought. I think the other one core weave might need to get bought or they might need to shed some of those some of that debt because it's kind of choking but they financed that debt at much lower prices than this. Every once in a while somebody says oh look it's 15%. It's only that if you look at their bonds which they already had sold >> and they're not this is not corweave right they that's a higher quality name they'll be able to raise the money at a much lower rate than corweave but a minute ago. So iron is a I started the show with all the names exposed to Texas. >> They're at the top of the list, the highest risk, down 22% when I came down to the studio. Uh but you think maybe it's getting to the point where it's just oversold. >> Yeah. I mean, you know, when when I look at your chart here, could we see prices into the 15s? You could. That would be a steal. I think firms and hedge funds in particular will be looking at this one right around that 21 $20 level and saying, you know, I got to take a shot again here. It's a $70 number. >> Love it, my man. Always great seeing you. >> Thank you, Charles. >> I'm glad you took time from Count Your Money to come spend some time with us. >> I'm glad I did, too. >> Thanks. All right, Liz Clay, you can't say I never gave you a gift. Look at what I'm giving you. going.