Amy Raskin, CIO, Chevy Chase Trust

Is leveraged to the (rising) gold price and a potential kicker is news from Cobre Panama.

Has trimmed it twice, now a small position. Very volatile. Nvidia will have a quantum day next week, so watch or that. IONQ is one of the leaders in quantum computing. Still likes it.

It has been tough to own. She doesn't see a catalyst near term, but they are getting their streaming business in line and will survive streaming, as they invest in their theme parks. 1.3 million Canadian visited Orlando in 2023, so will they come back?

Last year was rough, but is holding up better this year. Long term for her, though it may doing nothing in the near future as the Nasdaq stays under pressure.

A strong performer in this market, not pulling back. Everybody is excited over their pain drug, and other drugs in the pipeline as well. 

Trades at 7x PE, 5 years of double-digit growth, almost no non-performing loans as its loan book is growing nicely. There are lots of opportunities outside the U.S.

She bought it around $12-15. She trimmed her holding because it's highly volatile, though huge upside is possible. Likes it overall.

Likes it long term. China is 7% of their sales and has been declining the past 3 years. Has $1 billion in free cash flow a year. A high gross-margin business but it will be noisy for a while.

She trimmed it because it's up 20% this year because of the launch of their pain medicine. Tonight's earnings will be fine and their pipeline makes it a good stock long term.

Trimmed it because it moved up 145% the past year. They have a great franchise in cancer detection recurrence. Likes it long-term.

She just bought it. Their new technology offers a cheaper, better way to test blood to see if a body will accept/reject an organ. Biopsies are covered by insurance. Has a runway.

She added more after a moonshot last year, but has come back after a little excess inventory. Likes it long term.

It's lost a third of its market cap and the selling is overdone. Now, is a buying opportunity.

It reports next week. It remains her largest position, despite regular trimming. NVDA will continue to increase until they eat into the backlog sometime in the future.

It's had bad news this week, but it rarely gets a pull back. Long term this is fine.