Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.

All credit cards are down 4-5% today on the stablecoin report. Stablecoin has been around, and PayPal has its own. Think about how long it will take in terms of regulations for Walmrt and Amazon to get into this businesses. Also, consumers like to wrack up credit card points. Stablecoin is a long way off. VA and MA are super companies. This is an opportunity.

All credit cards are down 4-5% today on the stablecoin report. Stablecoin has been around, and PayPal has its own. Think about how long it will take in terms of regulations for Walmrt and Amazon to get into this businesses. Also, consumers like to wrack up credit card points. Stablecoin is a long way off. VA and MA are super companies. This is an opportunity.

Seeing profit-taking now. Is up 30% for the year. They're firing on all cylinders.

You're betting on their drug pipeline.

They got rid of businesses outside the US that were not producing cash. They have long-term contracts, which ensures future revenues and serves as an inflation hedge. They deserve a valuation premium. And you get paid 2.5% in dividends to wait.

The market is in no-man's land given Trump's tariffs, but NVDA is up today (after the CEO spoke at a tech conference) is that they are supported by a great product pipeline. Macro, we're waiting for news and valuations are a little high.

They announced lay-offs, but no financial advisors. 70% of earnings come from the wealth business. They have a strong balance sheet and pay a 3% dividend yield that's growing. MS is-5% this year. The time to buy.

Was a spec buy. He'd rather buy SLB, because with more drilling, he wants to be in the picks and shovels.

Was a spec buy. He'd rather buy SLB, because with more drilling, he wants to be in the picks and shovels.

Likes this space. Demand for construction will still increase; these stocks have done little in the past 2 years. There's no other competition. Earnings will rise.

They have long-term construction contracts, making them serial compounders over time.

They're in the sweet spot for AI which needs customer data--which CRM has. They have a huge install base. Shares are -16.5% this year, so it looks good.

He loves companies that spend on the future AND have positive cash flow. They report next week.

Is skeptical about the impact of AI on their iPhone upgrade cycle.

Likes MS, expecting its capital markets activity to increase.