Stephen Weiss, Founder, Short Hills Capital Partners

It has tremendous buying power and they offer the consumer a buying experience. He added more shares this week. He does have concerns about China and tariffs, but doesn't expect that to happen now.

One day Google is front of the AI race with Gemini. Now, it's Meta. Next, Anthropic and openAI. What makes Meta different is the AI is purely targeting the consumer. He has a large position and may sell part of it. The CEO is the original founder, which also makes him distinct from its peers. It's near record highs.

He bought more, though it's a small position, because it traded down on a downgrade--but this was piling onto a stock that already had a tough time. He thinks for a trade, this will bounce. He though their last quarter was good, though the market didn't. With everybody so negative on Netflix, he thinks the bad news is already baked in.

He sold all his shares after making 35% in the past month. He's not a long-term believer in energy stocks. He got out a little earlier, because he doesn't expect the war to end soon. In a commodity name, you take profits when you can. 

The share prices has returned to where it was in 2006. Not a great performer. Horrendous.

He bought more. It cratered 20% after reporting, so he added more, then had a nice recovery. Then it traded at $122. He still felt DKS has the market to themselves and likes their partnerships with people like Meta. And the stock is not expensive. DKS is being hurt by the oil price and consumer trends. Eventually DKS will be a winner.

Has a billion dollars EBITDA. It's a battleground for hedge funds who love shorting it on BS stories. It's down this year because of the rising oil price. 

He added more shares. The cancer drug is but one in the pipeline, which has a lot happening. Great turnaround story, pivoting away from the Covid vaccine to the flu vaccine.

Among the big tech CEOs, Zuckerberg will be the best at navigating the AI trends.

The act is unlikely to pass, He has yet to see a realistic use to cryptos, which will remain purely a trading vehicle. Some will question why they support Trump through cryptos; Trump has made a lot off cryptos.

He sold it recently and bought it back. Thinks it's safe. Not sure about the upside, but the downside has been taken out. Other streamers are raising prices which makes NFLX a value player.

The banks look great here. A higher interest rate will make the banks a little more money, not a lot. The banks are a hedge on the economy. They have enough M&A activity and IPOs, too.

They missed their last quarter. He bought it the previous quarter. It bounced a little, and he sold it flat. The stock hit $410, but today is at $346.

The market is returning to the Mag 7 because of its safe performance and returning to AI companies that prove they can generate ROI. Meta's CEO can navigate any troubled AI environment. Their debt costs are low compared to peers and their valuation is attractive.