Jason Snipe, CIO, Odyssey Capital Advisors

Is up 27% this year. Operational margins are +9% while expenses are falling a lot. 

Is -10% the last month as the AI trade loses steam. Has been watching this a long time. Is a power play in data centres, driven by strong capex. AI workflows will drive a 160% increase in power needs by 2030.

Up 30% this year, hitting on all cylinders. Trades defensively. The consumer is strong and ads are doing well. 

Up 43% this year. A new deal will double rides in Abu Dabai. Expects revenues +16% and EPS +32%.

Likes their purchase of CyberArk which will be accretive.

It's good that they can now sell those chips to China (though pay a tariff and will result in an earnings hit). NVDA has had a lot of momentum.

Is up 10% this year despite losing Humira. They have a strong drug pipeline, like Rinvoq up 40% YOY.

It's been a rough year for staples. CL beat top and bottom line and their supply chain is improving, but they have potentially $200 million in costs from tariffs, but reduced to $75 million. He continues to like it.

The CEO is open to M&A activity with $113 billion worth of cash while their $100 billion share buyback has been in autopilot the last few years. Investors like the idea of Apple potentially buying a company to lead in the AI race. The earnings and revenue growth, sales in China and services sales were all good. The big story is the M&A potential.