Stephen Weiss, Founder, Short Hills Capital Partners

The correction, he thinks, is over, and shares will return to previous highs.

Though he doesn't believe in it, cryptos are one of the safest areas to invest in under Trump, because he's so positive about it. He has his own crypto business. 

They have pricing power. They have 64% earnings growth this year and 46% cash flow growth; only 20% earnings growth for 2025 but he predicts much more.

It's grown into an extreme valuation of 135x EBITDA. You hardly see that in the market.

They have the most advanced chip on the market that nobody can replace.

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. 

It hit a new high just a few days ago though has slid, down 6.5% today over uncertainty of where the US defence will spend its budget. Now, is a buying opportunity.

Likes it a lot. Trades directly related to its fundamentals. It just hit highs yesterday. Holds a big position, so his holding, but recommends it as a buy, even partially now then adding if it goes down.

He just added more, based on momentum and scarcity, if the new White House says it will do what it promised of making a crypto reserve currency. Regardless, new regulations will make cryptos okay for institutions to own.

They report a great quarter yesterday. They have a lot more to do and have a lot of room to run.

He added more last week. Is puzzled by a downgrade today. Trades at 1x book and run by a great CEO. Capital markets will open up and benefit them.

They reported a miss. Weight-loss drugs have now swamped the market, thus shrinking margins. They trade at 80x PE vs. pharma's 12-14x. Why own this? Their PE is higher than even NVDA's. Their earlier super growth in GLP drugs is not sustainable.

They went into the quarter at 80x trailing PE, nearly a third higher than Nvdia's, but lack the same growth rate. This isn't the CEO's fault, but it was asinine to own AMD based on these metrics and still makes no sense.

They report today, but the bar is very high. He's cautious. The fundamentals remain strong: Reels and Instagram. Overall, he's optimistic. Even if Meta misses this quarter, they will recover.

They report today. They trade at a 50% premium to the market, so MSFT must put out the same quarter as Google did last night, beating all metrics. They can do it. AWS cut a $10 billion deal with MSFT to use their AI tools. He's optimistic.