Jenny Harrington, CEO, Gilman Hill Asset Management

It took Nvidia years to reach a trillion dollars, but Micron only 48 days. This screams it's meme-ish, is in the wrong hands, not in thoughtful hands. You could still make money buying calls, but MU has no investment thesis, just a speculation one. Still trades at 10x 2027 PE because there's a backlog. Speculation, not an investment.

Down 30% today. The higher capex outlook isn't caused by Zsclaer buying more components, but the higher cost of them. She worries about higher capex from these higher costs for Zscaler and other companies. Micron can charge more, but their customers will pay more.

Is cheap. GXO has a free cash flow yield of 6.5% and 15x PE. There's long-term upside.

XPO has only a 2.5% free cash flow yield and 40x PE. Is up 80% this year. Will sell some shares based on PE. But there's long-term upside.

Nursing homes. 20x FFO and 10% earnings growth.

A dividend pick. This pays 11%.

It trades at 20x PE, and generates huge free cash flow. It's a catch-22: social media addiction drives these numbers but parents need to do a better job to keep their kids off social media, which also allows society to communicate freely.