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

If it doesn't show positive cash flow in a few years and will return to the net marks (again) in 2029-30... He likes it, but don't put all your eggs in one basket. Tech stocks like Oracle more speculative than, say, Google.

It was flat for a long while, but has been rallying (up 28% for the year). Biotech, pharma and medical products are coming back.

The software stock margins have really compressed. Last month, CRM talked about 10% growth over 3-5 years. It's a high cash-flow machine. When growth returns to double digits the stock will re-rate and multiples expand.

A great business with a wide moat, but sensitive to interest rates; if those decline, shares will pop. 

Shares ran up after the report, but now we see profit-taking. Still likes it. Would buy on weakness.

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.