Booz Allen Hamilton Holding Corporation (BAH)

Got hit badly by DOGE. Shares have fallen so much that BAH sells at a very low multiple.

Shares pluned from $129 to $103 in the past 1.5 weeks after issuing guidance anticipating federal spending cuts.

He's looking more to companies that provide consulting. As companies try to figure out the transition to AI, that type of advice should attract higher margins. A name to look at when things settle down in the tech space.

Many are fleeing this because of the Department of Government Efficiency (DOGE) and this will be a target. But he disagrees. Rather, DOGE will go after the big military contractors.

It's been soaring until recent days, because they're going after government contractors. You have to pick and choose stocks that were rallying before the election, but not now.