00:01:09.460I firmly believe, and I'm coming out way in front on this, that the president of the United States, when all is said and done in 2028, is going to be Marco Rubio.
00:08:05.780Right now, you wouldn't make that prediction, right?
00:08:08.980However, if I'm right, if he can get out of this situation
00:08:13.340and we can get focused and dialed into that
00:08:16.360and all those foundational pieces now kick in,
00:08:19.720which, by the way, Scott Bessent was saying would happen,
00:08:21.860I think, got a little delayed because of this conflict, I expect, put it this way,
00:08:30.080when Reagan won re-election and he won 49 states, the last quarter leading into his election,
00:08:35.960GDP was 7.3%. We get to five. Trump will win over, we will win the House and the Senate
00:08:44.160overwhelmingly. If we don't, if it's 4%, I think we have a good shot.
00:08:50.360And I'm very optimistic we'll get there, but your analysis, if that doesn't happen, historical trends will hold.
00:09:00.100Yeah, exactly. And I see the president, the most important weapon he has is his pen.
00:09:06.820And right now, electricity for the common person on affordability could be shifted very, very quickly.
00:09:14.240Simply, if you're building a data center that's going to hyper-impact the local power grid, and now you've got, what is that, ECOT in Texas and the power companies and the groups, raising the rates in response to demand, I want a subsidy that counteracts that on the construction side.
00:09:37.560You know, what's really interesting in this country,
00:09:39.940when you go and you look and you see what Toll Brothers and Pulte Homes
00:09:43.740and Lanair, what they have to do when they build, you know, neighborhoods,
00:09:47.760they pitch in to help sewer and water lines get built.
00:10:05.600I think the data, what's happening right now with data centers creating instant demand, which craters the local demand coefficient for electricity.
00:10:19.180And then the price goes up because there's a shortage of kilowatts.
00:10:31.180It's going to be a technological advantage.
00:10:32.620And while we're building the micro nukes, which we have had no permits on forever, while we're getting that going and jobs will be created in those power stations, guess what?
00:10:43.680I'm going to counteract the cost of electricity here.
00:10:46.780And he had kind of a verbal handshake.
00:10:49.220Did you see that a month ago with Microsoft?
00:10:50.900Microsoft agreed that it was going to cover it.
00:10:53.520Make that a mandate and say, look, we're not controlling and we're not going to be in the data center business.
00:10:58.300But we're going to be in the no inflation on electric power because data centers are being built.
00:11:06.080This country, when we've had industrialization, it's benefited the consumer.
00:11:10.880This is an industrialization step that could hurt the consumer because of electric prices.
00:11:15.800These are one of many things I think he could do it with his pen.
00:11:19.880He could do it with his pen, and people would see it.
00:11:21.680They would see that their, hey, our electricity just went down.
00:11:23.860I know the data center is going to be paying part of its fair share.
00:12:13.420But it was one of those walking to the helicopter, talking like this.
00:12:17.080It wasn't making an announcement at a podium.
00:12:19.400Before we get Vinny's prediction, should the president anoint or should he allow all the potential candidates to do what he did and fight each other out?