Shane Obata

Believes recent under-performance in tech due to sustainability of A.I. spending, and ability to continue to generate increased profits. However, if tech companies continue to deliver, performance will continue. The recent market volatility has created opportunities for investors to invest in quality names. Earnings expectations and stock multiples will be most important factors impacting stocks in the next few months. 

Recent market sell-off creating buying opportunity. Earnings have been strong, and getting better. A.I. cycle just beginning to start. Fundamental story appears to be getting better (earnings etc.) 

Top notch electrical company based in Italy. Electrification of society will require increased use of electric cables. Data centers will also require electric cables as well. Company continues to generate strong earnings. 

Not concerned if there is a consumer slow down. Ability to generate consistent revenues. Strong brand recognized around the world. Technology allows for increased growth. Ability to generate strong profit margins excellent. Not concerned about regulation in the business - company able to maneuver around this. 

Very strong performance the past year. Will continue to hold. Strongest tech stack in A.I. field. Would recommend buying stock when there is a pullback. No other competitors. Expecting further growth with new products. 

Will continue to hold. Believes company is very high quality. Luxury market will always remain. High income earners will always have capital to spend on high end goods. Price "in-sensitive" shoppers will always exist. Large amount of brands that will always be strong. 

Will continue to own. Electrical components demand demand will remain strong. Ability to generate profits also very strong. Re-shoring of manufacturing will continue, and will also generate profits. 

Excellent company. Safe bet is to buy on pullback, but stock appears to always grow up. Would recommend buying and holding for the long term. Ability to generate revenue growth, and expand margins very strong. 

Neutral on this name. Business has a monopoly, but problems with major customer (Intel). Regulations also might affect company in a negative manner. Concerns on demand for products, and how the company will continue to grow. 

A great example of a company that has been able to capture leader position in the market. Competition proving inability to compete. Would recommend holding, or buying on share price pullbacks. Ability to generate infinite content very strong. Business model very strong. 

Company has been doing better. Would prefer a company called Palo Alto. Valuation very high, even though tech is strong. Better options for investors in the markets. 

Stock performance has performed very well. Tobacco products continue to earn strong profits. Does not own shares. Would recommend buying on weakness. Concern is that products won't be used for the long term, but in the short term - business is strong. 

Traditionally, company has had very high valuation. Technology is strong, but difficult to justify investment at this time. Cloud technology not going away, and demand will continue to rise. Business model also allows for steady revenues. Good for long term investors, not good for short term investors. 

Payment technology business a tough place to invest in. Hard to determine who will be winner in this space. Also, a lot of competition which makes it hard to earn profits. Better options for investors in the markets. 

Incredible business over the long term. Regardless of short term concerns on 7-Eleven M&A, would be a great investment. Good for long term investors.