Rob Sechan, Managing Partner, New Edge Capital

They just launched the Muse AI agent for consumers, which is exciting, because they can directly sell products to their customers. Amazing. Had owned this a long time. Don't bet against them. They remain one of the cheapest hyperscalers and are still growing.

It hasn't had a great year (it's flat). AI development at Meta is underappreciated. Is a great stock to own. It trades at only 20x sales.

Still cheap at a forward PE over 9x. Have low production costs and are very efficient. They're the best in the Permian Basin.

It flatlined for much of the year and he PE has come in quite a bit. It's one the highest-quality, broad-based tech companies. Delivered a strong last quarter. It's delivering.

Is up nearly 6% this week and is the cheapest hyperscaler at 18.1x PE. Buy dips. Is developing AI and he's confident in it.

Energy is the bright spot in the market, and Suncor the bright spot within energy. Owning energy is a hedge against rising rates. Take some profits now after a strong run.

He's buying weakness as it goes through price discovery. This has evangelical support for this. Any news will see a huge price rise.

He will watch to see if the monetizing of this $1.5 trillion infrastructure will happen. It's still early innings.  Some say this is like Cisco in 2000, but NVDA is a high value-added product. NVDA will maintain and increase pricing power. NVDA is the centre of the AI trade.

He recommended it last Friday, but is downgraded today. Poor timing! He's up 10% in this name, though. When a stock has been down, sometimes you endure volatility. They dominate consumer and personal finance. Software is an effective hedge as AI unwinds.

He sold it last June. That said, it's an essential business like ServiceNow. CRM will figure out how to monetize in relation to AI.

He was early in utilities and they're now up a lot. This is an opportunity. The bottleneck is energy within the data centre build-out. There's still a lot of room to grow.