Bill Baruch, Founder, Blue Line Capital

He bought it, because after selling it earlier and regretting it. The high-speed internet business is accelerating. The telecom space has been doing very well this year. TMUS leads in customer growth. Their niche business in telecom will accelerate. Free cash flow is growing 167%.

Is hitting 52-week highs. Trump wants more nuclear, and there has already been an upward trend in favour of nuclear for a few years that should continue.

They just had a blow-out number in retail numbers in China. They have a diverse revenue stream from various sports.

Their power delivery is up 58% YOY. 

He just bought this to get exposure to China, which he didn't have at all directly. Top holdings include Alibaba and Tencent as well as Taiwan Semi. He likes the momentum in this geography.

Near-term tailwinds came from China recently, which let Amer break out above its IPO price, despite an analyst downgrade today. Would buy a lot on a pullback. The brand loyalty for their sporting goods is solid. They have many revenues streams across many sports.

Today's downgraded doesn't bother him. These calls go back and forth often. Their weight-loss drug could add $10 billion revenues. A good time to own this.

Was upgraded today. They're diversified, including VMware, a subscription business, and they benefit from infrastructure spending. It will continue to rise.

He likes that they are downstream in the capex cycle.

Are in the perfect spot to power ever-growing data centres. Electricity demand from these centres will rise from 1-2% to 6-8% by 2030.

They beat EPS the last 5 times. They report next week.

To protect his downside, he bought 450 puts with a Nov.15 expiration. If the market rolls over, he'll be protected. It's unheard of to recover from the recent volatility so cleanly upward. It's likely there will be some sort of backward move.

To protect his downside, he bought 450 puts with a Nov.15 expiration. If the market rolls over, he'll be protected. It's unheard of to recover from the recent volatility so cleanly upward. It's likely there will be some sort of backward move.

It's a disaster, but he appreciates their transparency. We will see another outage down the road by another company. There could be claims, but he sees today's pullback as a buying opportunity. He's watching $270 as support. He doubts there will be government intervention. The outage could trigger even more spending in cybersecurity.

Bought it though it's unloved. Shares plunged late April on earnings and lowered guidance, but the selling is done. So the bar is set low for their next report which should be positive. Intel is starting to see analyst upgrades. The government is supporting this with its chips act.