Stephen Weiss, Founder, Short Hills Capital Partners

He bought it back today on a dip. The quarter was excellent, growing 13-15% in various metrics. Everything is in place for growth. Quarters and reactions to them are fickle.

There's momentum here which will drive shares higher. That are executing, though it was smoother last year.  Nobody talks about the costs of operating self-driving cars, like insurance, though.

Is surprised with its weakness. Nobody talks about the costs of operating self-driving cars, like insurance, and the costs could be disastrous for Lyft.

He remains bullish. Whatever semi chips are needed, TSM continues to make them. They are the leader here. It remains reasonably valued.

All the Mag 7 capex spending announcements are great for TSM.

They plan to buy Formula One's TV rights, and they are in the best position to leverage more than anybody else buying such rights. Hopes it happens. Flawless execution.

Amazon is down 4% today. Who cares? It will recover and march higher. Amazon has trades at a high PE for a long time and is now lower than it's ever been.

Meta has executed the best of the Mag 7. The market forgives them even for expanding their capex.

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.